Portfolio representative

Portfolio representative

Bank or professional asset manager who exercises the voting rights arising from shares under its custody or management in accordance with the instructions of the shareholder. The portfolio representative must request instructions from the shareholder prior to each annual general meeting (OR 689d).

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Part of Speech: noun
Synonym(s):
Blossary:
Industry/Domain: Banking
Category: Investment banking
Company: UBS
Product:
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Related terms

portfolio representative

Banking; Investment banking

Bank or professional asset manager who exercises the voting rights arising from shares under its custody or management in accordance with the instructions of the shareholder. The ...

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Fitted to represent; exhibiting a similitude.

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Reference parameter (e.g. a share index or an index portfolio) used to compare the performance of a portfolio. A benchmark that is an index is also called a reference index.

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