Investment Objective: To maximize returns through an active management of a portfolio of debt and money market securities. (assetmanagement.kotak.com)
We facilitate the active management of portfolio companies, a condition of the «venture capital and private equity» exception from registration under Canadian securities laws. (nerlandlindsey.com)
Build an investment policy statement to document steps 1 and 2 and guide management of the portfolio. (theindexhouse.com)