Difference between revisions of "Portfolio Investment Strategy"
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Revision as of 12:27, 10 June 2021
Definition
Portfolio Investment Strategy. The manner in which the portfolio manager tries to reach the funds objectives.
Describes how you get there. E.g fully invested v not fully invested. MB Note: The terms labeled "Strategy" in EFAMA and in FIBIM are more like dictionary definition of policy, while "How you get there" is a dictionary definition of Strategy. Therefore original labels may be reversed from dictionary definition of the global semantics these are derived from.
Disclaimer
This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.
