Investment
Stratejik Dağılım
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).
Kisa cevap: 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).
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Kisa cevap
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).
Neden onemli
Stratejik Dağılım, Financial Analysts, Bankers, ve Traders icin Investment baglamlarinda daha net iletisim kurmaya yardimci oldugu icin onemlidir. Ayrica CFA, ACCA, ve FRM gibi egitim ve sinav dilleriyle bag kurar.
Editoryal baglam
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Tanim
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).
Kullanim ornegi
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.
Yerel karsilik
Stratejik Dağılım
Yerel ornek
Stratejik dağılım, kısa vadeli piyasa dalgalanmalarına tepki vermektense, portföyün uzun vadeli yapısını yatırımcının getiri ve risk hedeflerine uygun hale getirmek için tasarlanır.
Tanim dili
Ingilizce referans tanim
Kaynak
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Hedef kitle
- Financial Analysts
- Bankers
- Traders
