Finance English
Investment

Che cos'e Allocazione Tattica?

Allocazione Tattica 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 “Allocazione Tattica” Used in Practice?

L’allocazione tattica consente ai gestori di portafoglio di sovrappesare o sottopesare temporaneamente le classi di attività in risposta alle tendenze di mercato a breve termine previste.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Che cos'e Allocazione Tattica?

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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