タクティカルアロケーションとは？
タクティカルアロケーション 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 “タクティカルアロケーション” Used in Practice?
タクティカルアロケーションにより、ポートフォリオマネージャーは予想される短期的な市場動向に応じて、一時的に資産クラスのウエイトを増減できます。
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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タクティカルアロケーションとは？
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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