TERMIUM Plus®
The Government of Canada’s terminology and linguistic data bank.
ADMINISTRATEUR PORTEFEUILLE [2 records]
Record 1 - internal organization data 2017-01-03
Record 1, English
Record 1, Subject field(s)
- Stock Exchange
- Investment
Record 1, Main entry term, English
- discretionary account
1, record 1, English, discretionary%20account
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
Record 1, Textual support, English
Record number: 1, Textual support number: 1 DEF
A client's securities account for which a partner, director or qualified portfolio manager has been specifically authorized in writing by the client to use his or her own judgement in buying and selling securities for the client. 2, record 1, English, - discretionary%20account
Record number: 1, Textual support number: 1 OBS
discretionary account: term extracted from the “Glossaire de l’économie” and reproduced with permission of the Organisation for Economic Co-operation and Development. 3, record 1, English, - discretionary%20account
Record 1, French
Record 1, Domaine(s)
- Bourse
- Investissements et placements
Record 1, Main entry term, French
- compte carte blanche
1, record 1, French, compte%20carte%20blanche
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
- compte de gestion sous mandat 2, record 1, French, compte%20de%20gestion%20sous%20mandat
masculine noun
Record 1, Textual support, French
Record number: 1, Textual support number: 1 DEF
Compte pour lequel un associé, un administrateur ou un gérant de portefeuille désigné d’une maison de courtage a reçu l'autorisation écrite du client d’acheter et de vendre des titres en se fondant sur son propre jugement. 1, record 1, French, - compte%20carte%20blanche
Record number: 1, Textual support number: 1 OBS
compte de gestion sous mandat : terme extrait du «Glossaire de l’économie» et reproduit avec l’autorisation de l’Organisation de coopération et de développement économiques. 3, record 1, French, - compte%20carte%20blanche
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 2010-11-10
Record 2, English
Record 2, Subject field(s)
- Occupation Names (General)
- Investment
- Stock Exchange
Record 2, Main entry term, English
- portfolio manager
1, record 2, English, portfolio%20manager
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 DEF
[A] person responsible for supervising an investment portfolio. 2, record 2, English, - portfolio%20manager
Record 2, French
Record 2, Domaine(s)
- Désignations des emplois (Généralités)
- Investissements et placements
- Bourse
Record 2, Main entry term, French
- gestionnaire de portefeuille
1, record 2, French, gestionnaire%20de%20portefeuille
correct, masculine and feminine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
- portefeuilliste 2, record 2, French, portefeuilliste
correct, masculine and feminine noun
- gérant de portefeuille 2, record 2, French, g%C3%A9rant%20de%20portefeuille
correct, masculine noun
- gérante de portefeuille 3, record 2, French, g%C3%A9rante%20de%20portefeuille
correct, feminine noun
- administrateur de portefeuille 4, record 2, French, administrateur%20de%20portefeuille
masculine noun
- administratrice de portefeuille 5, record 2, French, administratrice%20de%20portefeuille
feminine noun
Record 2, Textual support, French
Record number: 2, Textual support number: 1 DEF
Personne au service d’un établissement financier qui s’occupe de la tenue du portefeuille des clients de cet établissement. 2, record 2, French, - gestionnaire%20de%20portefeuille
Record 2, Spanish
Record 2, Campo(s) temático(s)
- Nombramiento de cargos (Generalidades)
- Inversiones
- Bolsa de valores
Record 2, Main entry term, Spanish
- gerente de cartera
1, record 2, Spanish, gerente%20de%20cartera
correct, masculine noun
Record 2, Abbreviations, Spanish
Record 2, Synonyms, Spanish
- gestor de cartera 2, record 2, Spanish, gestor%20de%20cartera
correct, masculine noun
Record 2, Textual support, Spanish
Record number: 2, Textual support number: 1 DEF
Individuo que, por su cuenta o como empleado de una institución financiera, toma profesionalmente las decisiones de inversión y desinversión de una cartera de valores que día a día cree oportunas dentro de las directrices dadas por su propietario. 3, record 2, Spanish, - gerente%20de%20cartera
Record number: 2, Textual support number: 1 OBS
gestor de cartera: término y definición extraídos del CAPITAL Business Dictionary con la autorización de LID Editorial Empresarial. 4, record 2, Spanish, - gerente%20de%20cartera
Record 2, Key term(s)
- gestor de carteras
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