Sentences with phrase «discretionary basis»

Alignvest's founding partners have committed to invest over $ 230 million of their personal capital into funds managed by Alignvest on a fully discretionary basis, with the capital subject to an investment period to 2024 and subject to full recyclability (including all gains) over the investment period.

Investment councils operate on a discretionary basis.

On another note, when I dealt with retail clients on a discretionary basis, portfolio review time was always interesting.

To keep your plan qualified under 16b - 3, make certain it is administered by a company director who has not received stock on a discretionary basis within the past 12 months.

Based in Toronto, Trevor is responsible for managing private client and foundation portfolios on a discretionary basis.

Leith Wheeler offers F - Series Funds through investment advisors on a fee - for - service or discretionary basis.

We offer a comprehensive suite of F - Series Funds to investment advisors, on a fee for service or discretionary basis, at among the lowest fees in the industry.

* As of September 30, 2017, Charles Schwab Investment Management managed approximately $ 324.4 billion on a discretionary basis and approximately $ 14.4 billion on a non-discretionary basis.

As of December 31, 2017, Charles Schwab Investment Management managed approximately $ 345.5 billion on a discretionary basis and approximately $ 15.2 billion on a non-discretionary basis.

FMD provides continuous and regular investment supervisory services on a discretionary basis.

Geode Capital Management, LLC, an unaffiliated registered investment adviser that has served as subadviser to certain Fidelity products since 2003, will manage your account on a discretionary basis, including making all day - to - day investment decisions.

They manage portfolios on a discretionary basis, which means they make the decisions after you go through a rigorous process of specifying goals and guidelines in an investment policy statement, or IPS.

Managed Futures Represents an industry comprised of professional money managers known as commodity trading advisors who manage client assets on a discretionary basis, using global futures markets as an investment medium.

These trading advisors manage client assets on a discretionary basis using global futures markets as an investment medium.

The Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.

The Russell 1000 Producer Durables Managed Portfolio invests in stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.

«DFM, I think, is poorly named because a unit trust is just managed on a discretionary basis,» he said.

* We typically provide stable value management on a discretionary basis, but can also be retained in a consulting capacity to provide pertinent information on all aspects of a stable value portfolio.

The Partner's Account you have most of your money in may be a managed account where investments are bought and sold on your behalf on a discretionary basis, John.

The Russell 1000 Consumer Discretionary Managed Portfolio invests in stocks of companies that provide goods and services that consumers purchase on a discretionary basis.

Contributions are made on a discretionary basis, which means that the employer can decide each year whether or not to contribute, as well as how much to contribute.

The MAM solution is available to all investment and asset managers who trade on a discretionary basis and is also ideal for traders who manage multiple accounts utilising Expert Advisors (EAs).

The employer is allowed a tax deduction for contributions made to the SEP plan and makes contributions to each eligible employee's SEP IRA on a discretionary basis.

As of March 31, 2018, Charles Schwab Investment Management managed approximately $ 333 billion on a discretionary basis and approximately $ 15.4 billion on a non-discretionary basis.

Aged 40 he left academia to run an investment fund that traded in commodities and financial instruments on a discretionary basis.

Some say that this can lead to a conflict of interest, as there are dealing desks that might fill your orders on a discretionary basis depending on whether or not their own opposing position could turn out profitable for them, but this isn't always the case.

ESOPs can not be used to share ownership just with select employees, nor can allocations be made on a discretionary basis.

The Foundation, which makes occasional grants on a discretionary basis, is presently establishing guidelines for a grants program.

In the UK and some other Commonwealth jurisdictions, courts are empowered to award costs, on a discretionary basis, to a defendant upon acquittal.

Nonetheless, the confidentiality of prima facie disclosable material may afford a discretionary basis for the court to rule against production, where for example the prejudice caused by the loss of confidentiality is disproportionate to the likely probative value of the information sought.

As a separate measure to the wider programme of legal aid reform as set out in «Legal Aid Reform: The Way Ahead» the financial eligibility limits for legal aid for domestic violence victims will be raised and both income and capital limits will be able to waived, by the LSC, on a discretionary basis from 9 April 2007.

If offence occurs on or after October 23, 2013, the order is discretionary based on ability to pay and the minimum amounts are smaller (15 %, $ 50, or $ 100).

Current case law requires managers to operate on an independent, discretionary basis.

It is not the judge that decides the number of points on a discretionary basis.