Handles the assets of a securities portfolio of a mutual fund, an individual, or an institutional investor. Usually, this individual is responsible for deciding which securities to buy, hold, or sell.
Person who makes investment decisions concerning a mutual fund, individual or corporation.
An investor of institutional funds or manager of accounts for multiple individuals.
A professional hired by the mutual fund advisor to make investment decisions concerning the purchse and sale of securities for the mutual fund portfolio in accordance with the fund's objectives.
One responsible for managing large pools of funds. Portfolio managers may be employed by insurance companies, mutual funds, bank trust departments, pension funds, and other institutional investors.
An individual or organisation employed to manage investment portfolios and achieve performance/risk objectives on behalf of clients.
The individual or team of individuals responsible for investing the pool of shareholder dollars within a mutual fund. The portfolio manger(s) decide which securities to hold, when to buy, and when to sell.
A financial specialist hired by the management company to invest money in various securities.
A specialist employed by a fund's advisor to invest the fund's assets in accordance with pre determined investment objectives
An investment professional who is responsible for the day-to-day responsibilities of managing a portfolio for either an individual or an institutional investor.
The term could refer to the specific person who is responsible for the portfolio of work. In this case, the Portfolio Manager would be equivalent to a Department Manager. The term can also refer to any functional manager within the portfolio.
A named individual who is responsible for the initial construction and the ongoing running of a client's portfolios to meet investment goals agreed with the client.
Professional responsible for the securities portfolio of an individual or institutional investor, such as a mutual fund, pension fund, profit-sharing plan, bank trust department, or insurance company. In return for a fee, the manager has the fiduciary responsibility to manage the assets prudently and choose which types are most appropriate for the individual's, or the institution's, desired investment strategy.
The individual responsible for managing a mutual fund's assets.
In the absence of a "management committee", the person who advises customers on the distribution of their assets and/or manages said assets on the basis of a management authority.
any individual(s) in charge of the investment decisions of a portfolio.
The investment professional responsible of managing the securities within a portoflio while adhering to the portoflio’s stated investment objective and policies. Return to Previous
A professional investment counsellor who personally manages a client's portfolio, making the investment decisions on behalf of the client (see also discretionary portfolio management).
Any person who pursuant to a contract or agreement with a client ,advises or directs or undertakes on behalf of the client (whether as discretionary portfolio manager or otherwise) the management or administration of a portfolio of securities or the funds of the client as the case may be.
The person in charge of decisions on buying, selling, and tracking the assets in a mutual fund's portfolio, and to ensure that a fund's investments objectives are met.
A fully qualified person who has the responsibility for the day-to-day management of your portfolio who regularly reports to a director of Insinger de Beaufort.
each Private Investment Counsel portfolio is overseen by a dedicated Portfolio Manager, an accredited investment professional. The Portfolio Manager begins with a series of discussions with the client, leading to a highly personalized investment strategy.
Person responsible for making mutual fund investments.
A specialist employed by a mutual fund's adviser to invest the fund's assets in accordance with predetermined investment objectives.
an individual or group which oversees a mutual fund and ultimately decides what to buy and when to buy it as well as what to sell and when to sell it
Related: Investment manager
The manager of a mutual fund or an investment trust.
A person or organisation engaged to manage investment portfolios and make investment decisions on behalf of others. Also known as an Investment Manager.
The entity responsible for investing a mutual fund's assets, implementing its investment strategy and managing day-to-day portfolio trading.
Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor, such as a mutual fund, pension fund, profit-sharing plan, bank trust department, or insurance company. In return for a fee, the manager has the fiduciary responsibility to manage the assets prudently and choose which asset types are most appropriate over time.
The person or group responsible for managing a pool of investments.
