Qu'est-ce que Allocation Stratégique ?
Allocation Stratégique 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 “Allocation Stratégique” Used in Practice?
L'allocation stratégique vise à aligner la structure de portefeuille à long terme sur les objectifs de rendement et de risque de l'investisseur, au lieu de réagir aux fluctuations de marché à court terme.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Qu'est-ce que Allocation Stratégique ?
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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