Investment
Rotação setorial
A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
Quick answer: A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
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
A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
Why it matters
Rotação setorial 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
A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
Operational example
Sector rotation strategies aim to overweight sectors expected to outperform and underweight those likely to underperform during specific economic cycles.
Localized term
Rotação setorial
Localized example
Estratégias de rotação setorial buscam sobreponderar setores que devem ter melhor desempenho e subponderar aqueles que provavelmente terão desempenho inferior em ciclos econômicos específicos.
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
