Managed accounts are totally customized stock and/or bond portfolios designed to help meet the unique needs of individual clients. Unlike mutual funds, which commingle the assets of perhaps millions of investors, a managed account is yours alone. It holds only your securities and is traded solely on your behalf. See: FAQs
An investment portfolio one or more clients entrusted to a manager who decides how to invest it.
an account in the name of the investor with power of attorney given to the money manager with respect to trading
an investment account where the investor has provided a professional trader with a power of attorney to trade his account in exchange for a commission on profits, or a set management fee
a portfolio of individual securities managed on a discretionary basis by an institutional-caliber money manager
a portfolio of stocks or bonds owned by an individual investor and overseen by a professional investment manager who makes buy and sell decisions
This is similar to a discretionary account where a client has given specific written authorization to a partner, director or qualified portfolio manager of an investment dealer to select securities and execute trades, but on a continuing basis and for a fee. Managed accounts can be solicited whereas discretionary accounts are opened as a matter of convenience to clients who are ill or out of the country.
A managed account is a portfolio of stocks or bonds owned by an individual investor. The account has a professional investment manager who makes buy and sell decisions, sometimes in response to the account owner's instructions. Each managed account has an investment objective, and each manager oversees multiple individual accounts invested to meet the same objective.
Financial safeguards to ensure that clearing members (usually companies or corporations) perform on their customers' open futures and options contracts. Clearing margins are distinct from customer margins that individual buyers and sellers of futures and options contracts are required to deposit with brokers. Within the futures industry, financial guarantees required of both buyers and sellers of futures contracts and sellers of options contracts to ensure fulfilling of contract obligations. FCMs are responsible for overseeing customer margin accounts. Margins are determined on the basis of market risk and contract value. Also referred to as performance-bond margin.
Managed float Managed Futures
An investment account where the investor turns over direction of the account to a professional manager
Similar to a discretionary account but more long-term in nature.
An investment account that is looked after by a hired professional money manager.