Значение слова "ASSET ALLOCATION" найдено в 4 источниках

ASSET ALLOCATION

найдено в "Investment dictionary"
Asset Allocation: translation

An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon.

The three main asset classes - equities, fixed-income, and cash and equivalents - have different levels of risk and return, so each will behave differently over time.

There is no simple formula that can find the right asset allocation for every individual. However, the consensus among most financial professionals is that asset allocation is one of the most important decisions that investors make. In other words, your selection of individual securities is secondary to the way you allocate your investment in stocks, bonds, and cash and equivalents, which will be the principal determinants of your investment results.

Asset-allocation mutual funds, also known as life-cycle, or target-date, funds, are an attempt to provide investors with portfolio structures that address an investor's age, risk appetite and investment objectives with an appropriate apportionment of asset classes. However, critics of this approach point out that arriving at a standardized solution for allocating portfolio assets is problematic because individual investors require individual solutions.


найдено в "Англо-русском экономическом словаре"
фин. размещение [распределение\] активов (распределение имеющихся средств между различными видами активов (акции, облигации, производные финансовые инструменты и т. д.), между отечественным и зарубежными активами и т. п., т. е. формирование структуры инвестиционного портфеля)

asset allocation decision — решение о размещении активов

See:
policy asset allocation, tactical asset allocation, asset allocation fund, investment portfolio

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распределение активов между различными инвестиционными инструментами.
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размещение активов


найдено в "Financial and business terms"
Asset Allocation: translation

   The process of distributing investment funds among different kinds of assets, such as stocks, bonds and cash, to achieve the highest expected returns for the lowest possible risk.


найдено в "Глоссарии по ценным бумагам"
структура активов портфеля ценных бумаг по инвестиционным объектам. Часто еще на момент образование портфеля определяется, какая часть его будет вложена в акции, облигации, в производные инструменты, в активы внутри страны и в активы за рубежом и т.п..
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