ما هو توزيع استراتيجي؟
توزيع استراتيجي 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).
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “توزيع استراتيجي” Used in Practice?
تم تصميم التوزيع الاستراتيجي ليتماشى مع هيكل المحفظة طويلة الأجل مع أهداف العائد والمخاطر للمستثمر، بدلاً من الاستجابة لتقلبات السوق القصيرة الأجل.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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ما هو توزيع استراتيجي؟
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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