Sentences with word «subadviser»

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.

Our investment process combines the demonstrated market expertise from our award - winning subadvisers with the disciplined due diligence and oversight of our in - house fund managers.

MSA has engaged and oversees subadvisers who provide day - to - day management for certain of the Series Fund Portfolios.

The list includes anyone designated as a portfolio manager on a fund prospectus, whether employed directly by a fund company or indirectly as a so - called subadviser.

HSBC Global Asset Management (USA) Inc. and certain other subadvisers receive a fee for their mutual fund investment services separate from the investment management fee charged for the Spectrum and MPA programs.

HSBC Global Asset Management (UK) Limited serves as investment subadviser to the HSBC Frontier Markets Fund.

HSBC Global Asset Management (Hong Kong) Limited serves as subadviser to the HSBC RMB Fixed Income Fund.

To manage risk, the subadviser employs a valuation discipline that attempts to purchase securities trading at a substantial discount to intrinsic value, limits position sizes and sector exposure, and adheres to a strong sell discipline

In the event that a subadviser to the VT III Vantagepoint Funds was also a subadviser to the Vantagepoint Fund that preceded it, the average subadviser tenure with the VT III Vantagepoint Funds is calculated using both time periods.

Each subadviser may be replaced without the approval of shareholders.

* Effective as of January 1, 2018, Amundi Smith Breeden LLC, the subadviser to the Funds, merged with and into Amundi Pioneer Institutional Asset Management, Inc. («APIAM»), with APIAM becoming the subadviser to the Funds.

Seeks maximum capital appreciation primarily by investing in stocks the subadviser considers to be undervalued.

Geode Capital Management, which has served as the subadviser to the Fidelity equity index funds, invests, monitors and manages the portfolios.

ALPS Distributors, Inc., is not affiliated with the investment advisor or subadvisers.

The 1290 Funds are distributed by ALPS Distributors, Inc., which is not affiliated with FMG, LLC, AXA Equitable, AXA Advisors or the subadvisers.

The subadviser seeks to achieve above average risk - adjusted returns by identifying unrecognized growth potential.

The fund achieves that goal in two different ways because the fund's assets are divided between two subadvisers.