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Qu'est-ce que Allocation Tactique ?

Allocation Tactique A portfolio-management approach involving short- to medium-term adjustments to asset class weights, designed to exploit market opportunities or mitigate risks in response to changing market conditions, while remaining within the bounds of the strategic allocation and investment policy statement (CFA Institute, GIPS).

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

How is “Allocation Tactique” Used in Practice?

L'allocation tactique permet aux gestionnaires de portefeuille de surpondérer ou sous-pondérer temporairement des classes d'actifs en fonction des tendances de marché à court terme anticipées.

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 Allocation Tactique ?

A portfolio-management approach involving short- to medium-term adjustments to asset class weights, designed to exploit market opportunities or mitigate risks in response to changing market conditions, while remaining within the bounds of the strategic allocation and investment policy statement (CFA Institute, GIPS).

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