portfolio management

as defined in Directive 2014/65/EU of the European Parliament and of the Council of 15 May…, Article 4(1), point (8) (Definitions)

managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;

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Also defined in

Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related… 32019R2088, Article 2, point (6)
portfolio management as defined in in point (8) of Article 4(1) of Directive 2014/65/EU;
Regulation (EU) 2019/2033 of the European Parliament and of the Council of 27 November 2019 on the prudential… 32019R2033, Article 4(1), point (46)
portfolio management as defined in point (8) of Article 4(1) of Directive 2014/65/EU
Directive 2004/39/EC of the European Parliament and of the Council of 21 April 2004 on markets in financial instruments… 32004L0039, Article 4(1), point (9)
managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;