Finance English
Investment

¿Qué es Universo de inversión?

Universo de inversión 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.

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

How is “Universo de inversión” Used in Practice?

El universo de inversión del fondo se limita a acciones de mercados desarrollados y bonos de grado de inversión.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

¿Qué es Universo de inversión?

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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