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Qu'est-ce que Trajectoire d’allocation ?

Trajectoire d’allocation A predetermined schedule of asset allocation shifts, typically reducing risk exposure over time, as seen in target-date or lifecycle funds.

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

How is “Trajectoire d’allocation” Used in Practice?

Un fonds à date cible ajuste automatiquement son allocation selon la trajectoire d’allocation, en réduisant l’exposition aux actions à mesure que la date approche.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Qu'est-ce que Trajectoire d’allocation ?

A predetermined schedule of asset allocation shifts, typically reducing risk exposure over time, as seen in target-date or lifecycle funds.

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