Was ist Asset Allocation?
Asset Allocation 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 “Asset Allocation” Used in Practice?
Eine strategische Asset Allocation-Politik zielt darauf ab, eine Zielmischung aus Aktien, Anleihen und Bargeld beizubehalten, die mit den Anlagezielen und dem Risikoprofil des Kunden übereinstimmt.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
Learn “Asset Allocation” Free with Termify
Master Asset Allocation and 4,071+ professional terms with native pronunciation, IPA transcriptions and career quizzes. 100% free, forever.
Download Free for iOSFrequently Asked Questions
Was ist Asset Allocation?
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 Asset Allocation 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: