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Investment

主动份额 是什么?

主动份额 A measure of the percentage of portfolio holdings that differ from the benchmark index, used to quantify the degree of active management.

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

How is “主动份额” Used in Practice?

较高的主动份额说明投资组合配置与基准有较大差异,反映出强烈的主动管理风格。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

主动份额 是什么?

A measure of the percentage of portfolio holdings that differ from the benchmark index, used to quantify the degree of active management.

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