Phân bổ tài sản la gi?
Phân bổ tài sản 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 “Phân bổ tài sản” Used in Practice?
Chính sách phân bổ tài sản chiến lược nhằm duy trì tỷ lệ cổ phiếu, trái phiếu và tiền mặt phù hợp với mục tiêu đầu tư và hồ sơ rủi ro của khách hàng.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Phân bổ tài sản la gi?
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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