Finance English
Investment

投资范围 是什么?

投资范围 The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

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

How is “投资范围” Used in Practice?

该基金的投资范围仅限于发达市场股票和投资级债券。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

投资范围 是什么?

The complete set of securities or assets from which a portfolio manager can select when constructing an investment portfolio, typically defined by mandate, strategy, or benchmark.

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