TERMIUM Plus®
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PORTFOLIO MEMBER [4 records]
Record 1 - internal organization data 2010-12-20
Record 1, English
Record 1, Subject field(s)
- Stock Exchange
- Investment
Record 1, Main entry term, English
- managed account
1, record 1, English, managed%20account
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
Record 1, Textual support, English
Record number: 1, Textual support number: 1 DEF
... an investment portfolio account of a client established in writing under which the portofolio adviser to the account makes investment decisions for the account and has full discretion to trade in securities of the account without requiring the client’s express consent to a transaction ... 2, record 1, English, - managed%20account
Record number: 1, Textual support number: 1 CONT
Managed accounts. This refers to an investment portfolio managed by a member through the grant of discretionary authority by a client on a continuing basis. 3, record 1, English, - managed%20account
Record 1, French
Record 1, Domaine(s)
- Bourse
- Investissements et placements
Record 1, Main entry term, French
- compte géré
1, record 1, French, compte%20g%C3%A9r%C3%A9
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
Record 1, Textual support, French
Record number: 1, Textual support number: 1 DEF
[...] compte dans lequel un tiers est habilité à prendre des décisions de placement quotidiennes [...] 2, record 1, French, - compte%20g%C3%A9r%C3%A9
Record number: 1, Textual support number: 1 CONT
Les comptes gérés : Il s'agit d'un portefeuille de placement géré par un membre à qui un client a donné des pouvoirs discrétionnaires de façon continue. 3, record 1, French, - compte%20g%C3%A9r%C3%A9
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 2010-07-28
Record 2, English
Record 2, Subject field(s)
- Industries - General
- Federal Administration
Record 2, Main entry term, English
- Portfolio member
1, record 2, English, Portfolio%20member
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 CONT
... to actively seek opportunities to exploit the synergies available to them as members of a team of organizations with similar objectives and complementary programs. 1, record 2, English, - Portfolio%20member
Record number: 2, Textual support number: 2 CONT
As Minister responsible for the Industry Portfolio, I have directed the Portfolio members ... 1, record 2, English, - Portfolio%20member
Record 2, Key term(s)
- member of the Portfolio
Record 2, French
Record 2, Domaine(s)
- Industries - Généralités
- Administration fédérale
Record 2, Main entry term, French
- membre du Portefeuille
1, record 2, French, membre%20du%20Portefeuille
masculine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
Record 2, Textual support, French
Record number: 2, Textual support number: 1 CONT
[...] de chercher activement des moyens d'exploiter les synergies dont ils disposent à titre de membres d'une équipe d'organismes ayant des objectifs analogues et des programmes complémentaires. 1, record 2, French, - membre%20du%20Portefeuille
Record number: 2, Textual support number: 2 CONT
En ma qualité de ministre responsable du Portefeuille de l'Industrie, j'ai demandé aux membres du Portefeuille [...] 1, record 2, French, - membre%20du%20Portefeuille
Record 2, Spanish
Record 2, Textual support, Spanish
Record 3 - internal organization data 1997-06-23
Record 3, English
Record 3, Subject field(s)
- Titles of Monographs
Record 3, Main entry term, English
- Standards of Sound Business and Financial Practices: Securities Portfolio Management
1, record 3, English, Standards%20of%20Sound%20Business%20and%20Financial%20Practices%3A%20Securities%20Portfolio%20Management
correct, Canada
Record 3, Abbreviations, English
Record 3, Synonyms, English
Record 3, Textual support, English
Record number: 3, Textual support number: 1 OBS
Published by Canada Deposit Insurance Corporation(CDIC) on August 19, 1993. This document sets out CDIC' s standards of sound business and financial practices for the management and control of the securities portfolio and exposure to position risk. Its development reflects the insightful and helpful comments received as a result of an extensive consultation and review process with industry and regulators. The Board of Directors of CDIC will use compliance with this standards document as the basis for determining whether a member institution is following standards of sound business and financial practices for securities portfolio management established under the By-law. 1, record 3, English, - Standards%20of%20Sound%20Business%20and%20Financial%20Practices%3A%20Securities%20Portfolio%20Management
Record 3, French
Record 3, Domaine(s)
- Titres de monographies
Record 3, Main entry term, French
- Code des pratiques commerciales et financières saines : gestion du portefeuille de titres
1, record 3, French, Code%20des%20pratiques%20commerciales%20et%20financi%C3%A8res%20saines%20%3A%20gestion%20du%20portefeuille%20de%20titres
correct, Canada
Record 3, Abbreviations, French
Record 3, Synonyms, French
Record 3, Textual support, French
Record number: 3, Textual support number: 1 OBS
Publié par la Société d'assurance-dépôts du Canada le 19 août 1993. Le présent document énonce les normes de gestion du capital applicables aux institutions membres de la SADC. Il tient compte des commentaires éclairés et utiles que la Société a reçus dans le cadre des consultations et des discussions approfondies qu'elle a tenues avec les divers organismes de réglementation et les autres parties intéressées du secteur financier. Le conseil d'administration de la SADC se fondera sur les dispositions du présent document pour déterminer si une institution membre adopte des pratiques commerciales et financières saines et se conforme aux normes de gestion du capital établies en vertu du Règlement administratif. 1, record 3, French, - Code%20des%20pratiques%20commerciales%20et%20financi%C3%A8res%20saines%20%3A%20gestion%20du%20portefeuille%20de%20titres
Record 3, Spanish
Record 3, Textual support, Spanish
Record 4 - internal organization data 1996-08-21
Record 4, English
Record 4, Subject field(s)
- System Names
Record 4, Main entry term, English
- Portfolio Risk and Institution Simulation Model
1, record 4, English, Portfolio%20Risk%20and%20Institution%20Simulation%20Model
correct, Canada
Record 4, Abbreviations, English
- PRISM 2, record 4, English, PRISM
correct, Canada
Record 4, Synonyms, English
Record 4, Textual support, English
Record number: 4, Textual support number: 1 OBS
The Portfolio Risk and Institution Simulation Model(PRISM) is a forecasting tool designed to assist CDIC in performing risk analyses on member institutions. The basic premise underlying the model is that the forecast of future performance is uncertain. Rather than producing a single outcome as in traditional forecasting, PRISM produces a range of forecast outcomes with associated probabilities of occurrence, which should provide valuable insight into the volatility, or risk, an institution may be subject to in the future. 1, record 4, English, - Portfolio%20Risk%20and%20Institution%20Simulation%20Model
Record 4, French
Record 4, Domaine(s)
- Noms de systèmes
Record 4, Main entry term, French
- Modèle d'évaluation des risques par simulation
1, record 4, French, Mod%C3%A8le%20d%27%C3%A9valuation%20des%20risques%20par%20simulation
correct, Canada
Record 4, Abbreviations, French
- MERS 2, record 4, French, MERS
correct, Canada
Record 4, Synonyms, French
Record 4, Textual support, French
Record number: 4, Textual support number: 1 OBS
Le Modèle d'évaluation des risques par simulation (MERS) sert à établir des prévisions quant au risque que pourraient représenter, pour la SADC, ses institutions membres. Ce modèle repose sur le principe que toute prévision est incertaine. Contrairement aux méthodes de prévision traditionnelles, dont ne se dégage qu'un seul scénario possible, le MERS aboutit à plusieurs résultats possibles selon différentes conjonctures et détermine leurs probabilités de réalisation. 1, record 4, French, - Mod%C3%A8le%20d%27%C3%A9valuation%20des%20risques%20par%20simulation
Record 4, Spanish
Record 4, Textual support, Spanish
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