Che cos'e Asset Allocation?
Asset Allocation The professional process of distributing investment capital among different asset classes (e.g., equities, fixed income, cash, alternatives) to optimize risk-adjusted returns in accordance with the portfolio's objectives, risk tolerance, and constraints, as established in official investment policy statements and regulatory frameworks (CFA Institute, GIPS, MiFID II).
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “Asset Allocation” Used in Practice?
Una politica di asset allocation strategica mira a mantenere un mix target di azioni, obbligazioni e liquidità coerente con gli obiettivi e il profilo di rischio del cliente.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Che cos'e Asset Allocation?
The professional process of distributing investment capital among different asset classes (e.g., equities, fixed income, cash, alternatives) to optimize risk-adjusted returns in accordance with the portfolio's objectives, risk tolerance, and constraints, as established in official investment policy statements and regulatory frameworks (CFA Institute, GIPS, MiFID II).
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