戦略的アロケーションとは？
戦略的アロケーション 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 “戦略的アロケーション” Used in Practice?
戦略的アロケーションは、短期的な市場変動に反応するのではなく、投資家のリターンとリスク目標に長期的なポートフォリオ構造を合わせるために設計されています。
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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戦略的アロケーションとは？
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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