アセットロケーションとは？
アセットロケーション The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “アセットロケーション” Used in Practice?
効果的なアセットロケーション戦略では、税効率の低い投資を税優遇口座に配置し、税引後パフォーマンスを向上させます。
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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アセットロケーションとは？
The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
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