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Discretionary Investment Management

См. также в других словарях:

  • Investment Management Regulatory Organisation — (IMRO) The former self regulating organisation which regulated those carrying on the following types of investment business under the Financial Services Act 1986: • Discretionary investment management. • Management of unit trusts and pension… …   Law dictionary

  • Investment management — is the professional management of various securities (shares, bonds etc.) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds,… …   Wikipedia

  • discretionary fund management — An investment arrangement where the firm decides when and what investments to invest in within restrictions/objectives outlined by the customer. The delegation of decision making to the firm carries significant risks for the customer and… …   Financial and business terms

  • Quilter (investment management firm) — Quilter is UK based company with 18,000 clients and 300 staff based in the UK, Ireland and Channel Islands. Quilter provides discretionary, fee based wealth advisory services to private clients.Citigroup agreed to acquire Quilter from Morgan… …   Wikipedia

  • discretionary — A discretionary broker buys and sells shares on behalf of the client and also has the authority to make investment decisions without the prior approval of the client. London Stock Exchange Glossary * * * discretionary UK US /dɪˈskreʃənəri/… …   Financial and business terms

  • Investment Adviser Association — The Investment Adviser Association [ [http://www.investmentadviser.org IAA Home ] ] (IAA) is a not for profit association that exclusively represents the interests of federally registered investment advisory firms. Founded in 1937, the… …   Wikipedia

  • discretionary management — A broker who has authority to execute all decisions regarding stocks and shares on behalf of his client without getting prior approval. Customised investment method in which a client enters into an agreement authorising an intermediary to manage… …   Financial and business terms

  • Project portfolio management — (PPM) is a term used by project managers and project management (PM) organizations to describe methods for analyzing and collectively managing a group of current or proposed projects based on numerous key characteristics. The fundamental… …   Wikipedia

  • Assets Under Management - AUM — The market value of assets that an investment company manages on behalf of investors. Assets under management (AUM) is looked at as a measure of success against the competition and consists of growth/decline due to both capital… …   Investment dictionary

  • Wendell H. Ford Aviation Investment and Reform Act for the 21st Century — The Wendell H. Ford Aviation Investment and Reform Act for the 21st Century is a United States federal law seeking to improve airline safety. It is popularly called AIR 21, and is also known as Public Law 106 181. EnactmentOn 1991 09 11,… …   Wikipedia

  • Gabelli Funds — and Mario J. GabelliGabelli Funds provides a team of investor representatives that is dedicated to educating shareholders,prospective investors and financial professionals about its investment portfolios. While best known for its value style,… …   Wikipedia

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