Investment management contract definition

Investment management contract means a written contract between a “registered investment adviser” and his/her/its “client”, contained in a single document or a series of related documents, setting forth the “registered investment adviser’s” duties and responsibilities with respect to the investment of the “client’s” money; it includes, without limitation, a “Limited Mutual Fund Market Timing / Asset Allocation Agreement”, but it does not include a “discretionary account agreement”.
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Investment management contract means any investment management contract that relates exclusively to the Transferred Business, including but not limited to:
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Investment management contract means a written agreement wherein a client agrees to goals and strategies for the investment of the client's money, assisted by the Registered Investment Adviser, following a process which specifies investment goals, risk tolerance, allocation of investments among diversified asset classes and guidelines for the selection of money managers and ongoing monitoring and reporting.
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More Definitions of Investment management contract

Investment management contract means a written agreement with a client which identifies financial goals and strategies for the investment of the client's money following a process which specifies investment goals, risk tolerance, allocation of investments among diversified asset classes and guidelines for the selection of money managers and/or ongoing monitoring and reporting of performance.
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Investment management contract means a con- tract concluded between a PRSA provider and an investment manager;
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Investment management contract means a contract or agreement in effect on the date hereof or entered into after the date hereof, relating to the Company's rendering of investment management or investment advisory services, including sub-advisory services, underwriting or distribution services or any administrative services to any Person.
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Investment management contract means a contract entered into between a securities investment company or an entity being an investor with a fund management company in order to entrust the latter with management and investment of assets.
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Investment management contract means any investment management contract that relates exclusively to the Transferred Business, including but not limited to: a) the investment management agreement between the Transferor and BNP Paribas Investment Partners UK Limited dated 10 December 2015; b) the investment management agreement between the Transferor and JPMorgan Asset Management (UK) Limited; c) the investment management agreement between the Transferor and Marathon Asset Management LLP dated 1 November 2010; d) the reinsurance policy between the Transferor and Deutsche Asset Management Life & Pensions Limited dated 5 April 2001; and e) the UK pension business reinsurance policy between the Transferor and J P Morgan Life Assurance Limited dated 27 March 2001;“Jersey Effective Date”means the date when the Jersey Scheme becomes effective in accordance with its terms;“Jersey Order”means an order of the Royal Court of Jersey sanctioning the Jersey Scheme;“Jersey Policy”means any Policy comprised within the insurance business carried on by the Transferor in or from within Jersey under which any liability remains unsatisfied at the Jersey Effective Date;“Jersey Scheme”means the scheme for the transfer of insurance business made up of the Jersey Policies as well as any Transferred Business Assets and any Transferred Liability attributable to any Jersey Policy, which scheme requires sanction by the Jersey Order;“Legal Effective Date”has the meaning given in clause 34.1(B);
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Investment management contract means a contract entered into between a securities investment company or a domestic or foreign organization or individual [party A] with a fund management company entrusting the fund management company to manage investment of its [party A's] assets.
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Related to Investment management contract

  • Investment Management Agreement means the Investment Management Agreement, dated as of the date hereof, by and between the Investment Manager and the Borrower.

  • Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

  • Asset Management Agreement means, as the context requires, any agreement entered into between a Series and an Asset Manager pursuant to which such Asset Manager is appointed as manager of the relevant Series Assets, as amended from time to time.

  • Replacement Management Agreement means, collectively, (a) either (i) a management agreement with a Qualified Manager substantially in the same form and substance as the Management Agreement, or (ii) a management agreement with a Qualified Manager, which management agreement shall be reasonably acceptable to Lender in form and substance, provided, with respect to this subclause (ii), Lender, at its option, may require that Borrower shall have obtained prior written confirmation from the applicable Rating Agencies that such management agreement will not cause a downgrade, withdrawal or qualification of the then current rating of the Securities or any class thereof and (b) an assignment of management agreement and subordination of management fees substantially in the form then used by Lender (or of such other form and substance reasonably acceptable to Lender), executed and delivered to Lender by Borrower and such Qualified Manager at Borrower’s expense.

  • Investment Manager or “Manager” shall mean a party furnishing services to the Trust pursuant to any contract described in Section 4.8 hereof;

  • Hotel Management Agreement means any management agreements between a Hotel Management Company and Lessee and/or Landlord, as applicable, as such management agreements are amended from time to time for the Hotel.

  • Asset Management Company means an asset Management Company as defined in the Rules and Regulations.

  • Asset Management Plan means a strategic document that states how a group of assets are to be managed over a period of time. The plan describes the characteristics and condition of infrastructure assets, the levels of service expected from them, planned actions to ensure the assets are providing the expected level of service, and financing strategies to implement the planned actions. The plan may use any appropriate format, as long as it includes the information and analysis required to be in a plan as described in Ontario’s Building Together: Guide for Asset Management Plans.

  • Collateral Management Agreement The agreement dated as of the Closing Date, between the Issuer and the Collateral Manager relating to the management of the Collateral Obligations and the other Assets by the Collateral Manager on behalf of the Issuer, as amended from time to time in accordance with the terms thereof.

  • Property Management Agreement means any Property Management Agreement between the Company and the Property Manager.

  • Investment Advisor means, in relation to a Portfolio, the investment manager or investment advisor of the Portfolio.

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