Investment
资产定位
The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
Quick answer: The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
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Quick answer
The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
Why it matters
资产定位 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
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Definition
The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
Operational example
Effective asset location strategies allocate tax-inefficient investments to tax-advantaged accounts to improve overall after-tax performance.
Localized example
有效的资产定位策略将税收效率低的投资配置到有税收优惠的账户，以提高整体税后收益。
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
