O que e Alocação Estratégica?
Alocação Estratégica 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 “Alocação Estratégica” Used in Practice?
A alocação estratégica visa alinhar a estrutura de portfólio de longo prazo aos objetivos de retorno e risco do investidor, em vez de reagir a flutuações de mercado de curto prazo.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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O que e Alocação Estratégica?
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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