Investment
Deriva de estilo
The divergence of a portfolio or fund from its stated investment style or strategy, often measured in official attribution analysis, potentially impacting risk profile, benchmarking, and regulatory disclosure (CFA Institute, Morningstar, GIPS).
Quick answer: The divergence of a portfolio or fund from its stated investment style or strategy, often measured in official attribution analysis, potentially impacting risk profile, benchmarking, and regulatory disclosure (CFA Institute, Morningstar, GIPS).
This term page is part of the Protermify Finance glossary and is published as static HTML for fast indexing and clear language coverage.
Quick answer
The divergence of a portfolio or fund from its stated investment style or strategy, often measured in official attribution analysis, potentially impacting risk profile, benchmarking, and regulatory disclosure (CFA Institute, Morningstar, GIPS).
Why it matters
Deriva de estilo matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.
Editorial context
This page is rendered as static HTML from source-backed terminology data so search engines and AI systems can parse the content without client-side code.
Definition
The divergence of a portfolio or fund from its stated investment style or strategy, often measured in official attribution analysis, potentially impacting risk profile, benchmarking, and regulatory disclosure (CFA Institute, Morningstar, GIPS).
Operational example
Style drift occurs when a portfolio manager deviates from the fund’s stated mandate, potentially confusing investors and impacting regulatory reporting.
Localized term
Deriva de estilo
Localized example
La deriva de estilo ocurre cuando el gestor de cartera se desvía del mandato declarado del fondo, lo que puede confundir a los inversores y afectar la presentación de informes reglamentarios.
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
