¿Qué es Asignación Estratégica?
Asignación Estratégica 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 “Asignación Estratégica” Used in Practice?
La asignación estratégica está diseñada para alinear la estructura de la cartera a largo plazo con los objetivos de retorno y riesgo del inversor, en lugar de reaccionar a fluctuaciones de mercado a corto plazo.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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¿Qué es Asignación Estratégica?
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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