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Что такое Определение размера позиции?

Определение размера позиции The process of determining the appropriate dollar or percentage allocation of each investment within a portfolio to manage risk and optimize return, based on objectives and constraints.

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

How is “Определение размера позиции” Used in Practice?

Дисциплинированное определение размера позиции важно для предотвращения чрезмерной концентрации в одном активе.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Что такое Определение размера позиции?

The process of determining the appropriate dollar or percentage allocation of each investment within a portfolio to manage risk and optimize return, based on objectives and constraints.

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