ONTOLOGY EXPLORER
fund manager
<https://spec.edmcouncil.org/fibo/ontology/SEC/Funds/Funds/FundManager>
プロパティと値
| プロパティ | 値 |
|---|---|
| type | Class |
| label | "fund manager"@en |
| seeAlso | 529-plan-or-program-manager |
| subClassOf | ServiceProvider |
| definition | "role of the party responsible for making investment decisions and managing the portfolio of an investment fund"@en |
| explanatoryNote | "A fund manager is an individual or entity that oversees the investment strategy and asset allocation of a fund, with the objective of achieving financial returns in accordance with the fund's mandate. The fund manager may operate under regulatory oversight and fiduciary obligations, and may be supported by analysts, traders, and compliance officers."@en |
| explanatoryNote | "A fund manager, often a mutual fund company, a brokerage firm, an investment adviser, or an insurance company, handles all of the transactions and investments within the plan."@en |
| synonym | "plan manager"@en |
| synonym | "program manager"@en |
この項目への参照
このグラフ内での参照はありません。