Was ist Strategische Allokation?
Strategische Allokation 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 “Strategische Allokation” Used in Practice?
Die strategische Allokation ist darauf ausgerichtet, die langfristige Portfolio-Struktur mit den Rendite- und Risiko-Zielen des Anlegers abzustimmen, statt auf kurzfristige Marktschwankungen zu reagieren.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Was ist Strategische Allokation?
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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