Che cos'e Allocazione Strategica?
Allocazione Strategica 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 “Allocazione Strategica” Used in Practice?
L’allocazione strategica è progettata per allineare la struttura del portafoglio di lungo periodo con gli obiettivi di rendimento e rischio dell’investitore, invece di reagire a fluttuazioni di mercato di breve periodo.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Che cos'e Allocazione Strategica?
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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