O que e Alocação de ativos?
Alocação de ativos 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 “Alocação de ativos” Used in Practice?
Uma política de alocação estratégica de ativos busca manter uma mistura alvo de ações, títulos e caixa que esteja alinhada com os objetivos e perfil de risco do cliente.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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O que e Alocação de ativos?
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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