* 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 Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers
purchase on a discretionary basis.
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.
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.
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.
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 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.
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.
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.
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.
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.
* 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.
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.
The Russell 1000 Consumer Discretionary Managed Portfolio invests in stocks of companies that provide goods and services that consumers purchase
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.
In the UK and some other Commonwealth jurisdictions, courts are empowered to award costs,
on a discretionary basis, to a defendant upon acquittal.