アセットアロケーションとは？
アセットアロケーション 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 “アセットアロケーション” Used in Practice?
戦略的アセットアロケーション方針は、顧客の投資目標とリスクプロファイルに合致した株式、債券、現金の目標比率を維持することを目指します。
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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アセットアロケーションとは？
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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