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portfolio of assets

См. также в других словарях:

  • Modern portfolio theory — Portfolio analysis redirects here. For theorems about the mean variance efficient frontier, see Mutual fund separation theorem. For non mean variance portfolio analysis, see Marginal conditional stochastic dominance. Modern portfolio theory (MPT) …   Wikipedia

  • 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

  • Assets Under Administration - AUA — Financial properties that are managed by a bank or financial institution on behalf of clients. Assets under administration are beneficially owned by clients, and all investment decisions pertaining to these assets are also made by clients.… …   Investment dictionary

  • Portfolio investment — In economics and finance, Portfolio Investment represents passive holdings of securities such as foreign stocks, bonds, or other financial assets, none of which entails active management or control of the securities issuer by the investor; where… …   Wikipedia

  • portfolio — The group of investments held by an investor. The CENTER ONLINE Futures Glossary A collection of financial assets belonging to a single owner. For example, the municipal bond portfolio. Risk in portfolios is reduced by diversification. American… …   Financial and business terms

  • portfolio insurance — A strategy using a leveraged portfolio in the underlying stock to create a synthetic put option. The strategy s goal is to ensure that the value of the portfolio does not fall below a certain level. Bloomberg Financial Dictionary Method that… …   Financial and business terms

  • portfolio manager — Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor ( institutional investors), such as a mutual fund, pension fund, profit sharing plan, bank trust department …   Financial and business terms

  • Portfolio Lender — A company that not only originates mortgage loans, but also holds a portfolio of their loans instead of selling them off in the secondary market. A portfolio lender makes money off the fees for originating the mortgages and also seeks to make… …   Investment dictionary

  • Portfolio — A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange traded and closed fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals. Prudence… …   Investment dictionary

  • portfolio theory — The theory that rational investors are averse to taking increased risk unless they are compensated by an adequate increase in expected return. The theory also assumes that for any given expected return, most rational investors will prefer a lower …   Accounting dictionary

  • portfolio theory — The theory developed by H. M. Markowitz that rational investors are averse to taking increased risk unless they are compensated by an adequate increase in expected return. The theory also assumes that for any given expected return, most rational… …   Big dictionary of business and management

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