How is Managed Portfolio defined in a legal contract?
- Managed Portfolio means those funds for which the Portfolio Manager is making buying and selling decisions. Only those funds operating as series for which the Portfolio Manager serves as the Portfolio Manager are included. Seen in 69 SEC filings.
- Managed Portfolio means the portfolio of Investments and other assets managed by the Manager. Seen in 4 SEC filings.
- Managed Portfolio means the investment instruments, monetary resources and other instruments maintained for the client as part of asset management services provided to clients. Seen in 2 SEC filings.
- Managed Portfolio means a series of funds for which the Portfolio Manager is making buying and selling decisions. Seen in 2 SEC filings.
- Managed Portfolio means the investment objectives of a portfolio is to achieve maximum long-term total return, consistent with prudent investment risk. The Investments are made in common stocks, convertibles, and other equity instruments, in bonds and other fixed income securities and in money market instruments. Seen in 1 SEC filing.
- Managed Portfolio means the sum of the aggregate book value of all equipment leases and the aggregate unpaid principal amount of all notes receivable and similar equipment finance contracts that are serviced by the Servicer or any affiliate of the Servicer that services equipment finance contracts similar to the Leases and Notes Receivable. Seen in 1 SEC filing.
Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.
Search EDGAR for 'Definitions of managed portfolio' yourself to verify these results. We are always keen to point people to source documents.
Which definition should you use?
🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.
Genie Definition 1
- Managed Portfolio means a collection of financial assets overseen by a portfolio manager for decision-making purposes.
Relevant Contract Types
- Investment Management Agreement
- Financial Advisory Agreement
- Asset Management Agreement
- Trust Agreement
Relevant Circumstances
- Drafting of a new investment deal
- Setting the terms of a financial advisory deal
- Creating a trust for estate planning purposes
- Reviewing an asset management strategy
Relevant Sectors
Genie Definition 2
- Managed Portfolio means a series of funds or investments managed under specific objectives and associated risks.
Relevant Contract Types
Relevant Circumstances
- Establishing investment strategies and guidelines
- Initiating a portfolio management relationship
- Determining the details of asset management
- Defining investment objectives
Relevant Sectors
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Managed Portfolio means a collection of financial assets overseen by a portfolio manager for decision-making purposes
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