discretionary portfolio

См. также в других словарях:

• portfolio manager — Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor ( institutional investors), such as a mutual fund, pension fund, profit sharing plan, bank trust department …   Financial and business terms

• Portfolio manager — Related: Investment manager * * * portfolio manager portfolio manager ➔ manager * * *    A designated advisor, who manages a portfolio of investments on behalf of an investor. Often the manager has full authority to take decisions, known as… …   Financial and business terms

• 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

• discretionary account — DA An account placed with a stockbroker, securities house, commodity broker or other authorized investment manager in which they are empowered to carry out transactions on this account without referring back for approval to the principal.… …   Big dictionary of business and management

• 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

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• United States trust law — Introduction Most law regulating the creation and administration of trusts in the United States is now statutory at the state level. In August 2004, the National Conference of Commissioners on Uniform State Laws created the first attempt to… …   Wikipedia

• 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

• trust — A legal entity created by a grantor for the benefit of designated beneficiaries under the laws of the state and the valid trust instrument. The trustee holds a fiduciary responsibility to manage the trust s corpus assets and income for the… …   Black's law dictionary

• trust — n 1 a: a fiduciary relationship in which one party holds legal title to another s property for the benefit of a party who holds equitable title to the property b: an entity resulting from the establishment of such a relationship see also… …   Law dictionary