¿Qué es Deriva de estilo?
Deriva de estilo The divergence of a portfolio or fund from its stated investment style or strategy, often measured in official attribution analysis, potentially impacting risk profile, benchmarking, and regulatory disclosure (CFA Institute, Morningstar, GIPS).
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “Deriva de estilo” Used in Practice?
La deriva de estilo ocurre cuando el gestor de cartera se desvía del mandato declarado del fondo, lo que puede confundir a los inversores y afectar la presentación de informes reglamentarios.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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¿Qué es Deriva de estilo?
The divergence of a portfolio or fund from its stated investment style or strategy, often measured in official attribution analysis, potentially impacting risk profile, benchmarking, and regulatory disclosure (CFA Institute, Morningstar, GIPS).
Where can I learn this term for free?
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