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Что такое Совпадение обязательств?

Совпадение обязательств An institutional portfolio strategy designed to structure asset cash flows and durations so that they align with the timing and value of expected liabilities, commonly used by pension funds and insurers (CFA Institute, GIPS, BIS).

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Совпадение обязательств” Used in Practice?

Пенсионные фонды используют совпадение обязательств, чтобы потоки денежных средств по активам совпадали с ожидаемыми выплатами, минимизируя риски финансирования и реинвестирования.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Что такое Совпадение обязательств?

An institutional portfolio strategy designed to structure asset cash flows and durations so that they align with the timing and value of expected liabilities, commonly used by pension funds and insurers (CFA Institute, GIPS, BIS).

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