ما هو توزيع الأصول؟
توزيع الأصول The professional process of distributing investment capital among different asset classes (e.g., equities, fixed income, cash, alternatives) to optimize risk-adjusted returns in accordance with the portfolio's objectives, risk tolerance, and constraints, as established in official investment policy statements and regulatory frameworks (CFA Institute, GIPS, MiFID II).
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “توزيع الأصول” Used in Practice?
تهدف سياسة التوزيع الاستراتيجي للأصول إلى الحفاظ على مزيج مستهدف من الأسهم والسندات والنقد يتماشى مع أهداف العميل الاستثمارية وملفه المخاطري.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
Learn “توزيع الأصول” Free with Termify
Master توزيع الأصول and 4,071+ professional terms with native pronunciation, IPA transcriptions and career quizzes. 100% free, forever.
Download Free for iOSFrequently Asked Questions
ما هو توزيع الأصول؟
The professional process of distributing investment capital among different asset classes (e.g., equities, fixed income, cash, alternatives) to optimize risk-adjusted returns in accordance with the portfolio's objectives, risk tolerance, and constraints, as established in official investment policy statements and regulatory frameworks (CFA Institute, GIPS, MiFID II).
Where can I learn this term for free?
Termify is a 100% free professional English app that teaches توزيع الأصول and 4,071+ other industry terms with native pronunciation, IPA transcriptions and career quizzes. Available on iOS in 23 languages. No subscription, no credit card required.
Last updated: