Investment

投资范围

The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

Quick answer: The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

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Quick answer

The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

Why it matters

投资范围 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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Questions and answers

Questions and answers

What is 投资范围?

In this glossary, 投资范围 refers to: The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

How is 投资范围 used in finance?

In finance communication, this term appears in contexts such as: "该基金的投资范围仅限于发达市场股票和投资级债券。"

Why does 投资范围 matter in finance?

投资范围 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.

Who uses 投资范围?

投资范围 is mainly used by Financial Analysts, Bankers, and Traders.

What category does 投资范围 belong to?

In this glossary, 投资范围 is grouped under Investment. Related pages in this category explain adjacent procedures, commands and operational concepts.

Where does this definition come from?

This definition is sourced from CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework and published by Protermify Finance as a static finance reference page.

Definition

The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

Operational example

The fund’s investment universe is limited to developed-market equities and investment-grade bonds.

Localized term

投资范围

Localized example

该基金的投资范围仅限于发达市场股票和投资级债券。

Definition language

English reference definition

Source

CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

Category

Investment

Exam relevance

  • CFA
  • ACCA
  • FRM

Target audience

  • Financial Analysts
  • Bankers
  • Traders

Related terms

Use the related links below to continue through connected finance terminology.

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