asset allocation decision

The decision regarding how an institution's funds should be distributed among the major classes of assets ( asset classes) in which it may invest. Bloomberg Financial Dictionary

Financial and business terms. 2012.

Look at other dictionaries:

  • Asset allocation decision — The decision regarding how an institution s funds should be distributed among the major classes of assets in which it may invest. The New York Times Financial Glossary …   Financial and business terms

  • Asset allocation — is a term used to refer to how an investor distributes his or her investments among various classes of investment vehicles (e.g., stocks and bonds). A large part of financial planning is finding an asset allocation that is appropriate for a given …   Wikipedia

  • Global tactical asset allocation — Global Tactical Asset Allocation, or GTAA, is an investment strategy that attempts to exploit short term market inefficiencies by establishing positions in an assortment of markets with a goal to profit from relative movements across those… …   Wikipedia

  • Cyclical tactical asset allocation — Stock price and bond yield movements are connected to changes in the economic environment. The cyclical approach to Tactical asset allocation involves monitoring economic environment for patterns that have historically led to trends in stock… …   Wikipedia

  • Mobile enterprise asset management — (or mobile EAM) refers to the mobile extension of work processes for maintenance, operations and repair of corporate or public entity physical assets, equipment, buildings and grounds. It involves management of work orders (planned, break/fix or… …   Wikipedia

  • Post-modern portfolio theory — [The earliest citation of the term Post Modern Portfolio Theory in the literature appears in 1993 in the article Post Modern Portfolio Theory Comes of Age by Brian M. Rom and Kathleen W. Ferguson, published in The Journal of Investing, Winter,… …   Wikipedia

  • ПОРТФЕЛЬНЫЙ АНАЛИЗ — (англ. portfolio analysis) – оценка состояния совокупности активов, служащих инструментом сохранения капитала инвестора и получения им дохода. При проведении П.а. менеджеры частных и институциональных инвесторов обрабатывают значит. массивы… …   Финансово-кредитный энциклопедический словарь

  • Top-down equity management style — A management style that begins with an assessment of the overall economic environment and makes a general asset allocation decision regarding various sectors of the financial markets and various industries. The bottom up manager, in contrast,… …   Financial and business terms

  • top-down equity management style — investment style that begins with an assessment of the overall economic environment and makes a general asset allocation decision regarding various sectors of the financial markets and various industries. The bottom up manager , in contrast,… …   Financial and business terms

  • портфельная теория — Комплексный подход к принятию инвестиционных решений, который позволяет инвестору классифицировать, оценивать и контролировать как тип, так и объем ожидаемого риска и дохода; также наз. теорией управления портфелем (portfolio management theory)… …   Финансово-инвестиционный толковый словарь

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”

We are using cookies for the best presentation of our site. Continuing to use this site, you agree with this.