Finance English
Investment

投资期限 是什么?

投资期限 The expected duration over which an investment or portfolio objective is to be achieved, critical for asset allocation, risk management, and suitability.

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

How is “投资期限” Used in Practice?

确定合适的投资期限对于选择投资组合策略并根据客户目标管理风险至关重要。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

投资期限 是什么?

The expected duration over which an investment or portfolio objective is to be achieved, critical for asset allocation, risk management, and suitability.

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