asset mix of the portfolio

Fin. [Bourse] composition du portefeuille

English-French dictionary of law, politics, economics & finance. . 2010.

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  • asset mix — ➔ mix * * * asset mix UK US noun [C, usually singular] ► FINANCE INVESTMENT MIX(Cf. ↑investment mix): »We may make adjustments to the overall asset mix of the investment portfolio …   Financial and business terms

  • Asset Mix — The classification of all assets within a fund or portfolio. Assets are assigned to one of the core asset classes: stocks (equities), bonds (fixed income), cash and real estate. Other categories that are sometimes considered asset classes are… …   Investment dictionary

  • mix — [mɪks] noun [countable usually singular] a group of different things combined together for a particular purpose: • If the investment manager picks the right mix of bonds, his total return should rise quickly. ˈasset ˌmix FINANCE a mix of… …   Financial and business terms

  • Portfolio (finance) — In finance, a portfolio is an appropriate mix of or collection of investments held by an institution or a private individual. Holding a portfolio is part of an investment and risk limiting strategy called diversification. By owning several assets …   Wikipedia

  • Asset Allocation Fund — A mutual fund that provides investors with a portfolio of a fixed or variable mix of the three main asset classes stocks, bonds and cash equivalents in a variety of securities. Some asset allocation funds maintain a specific proportion of asset… …   Investment dictionary

  • portfolio restructuring — Applies to derivative products. Recomposition of a portfolio s asset mix by selling off undesired asset types ( equities ( equity), debt, or cash) or specific securities within that class, while simultaneously buying desired types or securities.… …   Financial and business terms

  • Portfolio Management — The art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about strengths,… …   Investment dictionary

  • Infrastructure Asset Management — is the discipline of managing infrastructure assets that underpin an economy, such as roading, water supply, wastewater, stormwater, power supply, flood management, recreational and other assets. In the past these assets have typically been owned …   Wikipedia

  • Dynamic Asset Allocation — A portfolio management strategy that involves rebalancing a portfolio so as to bring the asset mix back to its long term target. Such rebalancing would generally involve reducing positions in the best performing asset class, while adding to… …   Investment dictionary

  • Permanent Portfolio — A portfolio construction theory devised by free market investment analyst Harry Browne in the 1980s. Browne constructed what he called the permanent portfolio, which he believed would be a safe and profitable portfolio in any economic climate.… …   Investment dictionary

  • Tactical Asset Allocation — ( TAA) portfolio strategy that allows active departures from the normal asset mix according to specified objective measures of value. Often called active management. It involves forecasting asset returns, volatilities ( volatility), and… …   Financial and business terms

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