Finance English
Investment

रणनीतिक आवंटन क्या है?

रणनीतिक आवंटन 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 “रणनीतिक आवंटन” Used in Practice?

रणनीतिक आवंटन का उद्देश्य अल्पकालिक बाज़ार उतार-चढ़ाव की प्रतिक्रिया देने के बजाय निवेशक के रिटर्न और जोखिम लक्ष्यों के साथ दीर्घकालिक पोर्टफोलियो संरचना को संरेखित करना है।

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

रणनीतिक आवंटन क्या है?

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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