Investment
Alocação Estratégica
The long-term portfolio-management practice of setting and maintaining a target mix of asset classes (e.g., equities, fixed income, cash, alternatives) in accordance with investment policy statements and client objectives, typically reviewed annually or when fundamental circumstances change (CFA Institute, GIPS).
Quick answer: The long-term portfolio-management practice of setting and maintaining a target mix of asset classes (e.g., equities, fixed income, cash, alternatives) in accordance with investment policy statements and client objectives, typically reviewed annually or when fundamental circumstances change (CFA Institute, 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 long-term portfolio-management practice of setting and maintaining a target mix of asset classes (e.g., equities, fixed income, cash, alternatives) in accordance with investment policy statements and client objectives, typically reviewed annually or when fundamental circumstances change (CFA Institute, GIPS).
Why it matters
Alocação Estratégica 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 long-term portfolio-management practice of setting and maintaining a target mix of asset classes (e.g., equities, fixed income, cash, alternatives) in accordance with investment policy statements and client objectives, typically reviewed annually or when fundamental circumstances change (CFA Institute, GIPS).
Operational example
Strategic allocation is designed to align the long-term portfolio structure with the investor’s return and risk objectives, rather than reacting to short-term market fluctuations.
Localized term
Alocação Estratégica
Localized example
A alocação estratégica visa alinhar a estrutura de portfólio de longo prazo aos objetivos de retorno e risco do investidor, em vez de reagir a flutuações de mercado de curto prazo.
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
