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Barbell portfolio
| Англо-итальянский финансовый глоссарий |
Инвестиционный портфель, состоящий из ценных бумаг
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Portafoglio barbell, итальянский
Metodo di gestione di un portafoglio obbligazionario che prevede di investire una quota del capitale in titoli con durate finanziarie lunghe e un`altra quota in titoli con durate finanziarie brevi. il portafoglio risultante avra una durata finanziaria int
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Barbell strategy, английский
A fixed income strategy in which the maturities of the securities included in the portfolio are concentrated at two extremes. for example, a portfolio manager invests in short and long duration bonds but not in the intermediate duration bonds.
Portfolio, английский
- Портфель
- A list of projects within an organization that may share common management of scope, budget, or resources.
- A collection of investments, real and/or financial.
Portfolio (pf), английский
Portfolio aging equivalent: aged portfolio, aging of the portfolio, aging portfolio balance., английский
Стареющий портфель, старение портфеля
Portfolio allocation by region, английский
The distribution, by geographic region, of a portfolio`s holdings.
Portfolio analysis, английский
Examination of a collection of assets or policies that are characterized by different risks and payoffs. the objective function is built up around the variability of returns and their risks, leading up to the decision rule to choose the portfolio with highest expected return.
Portfolio asset allocation, английский
The distribution, by type of asset, of a portfolio`s holdings.
Portfolio at risk (par), английский
Риск портфеля
Portfolio basis, английский
Portfolio beta, английский
Used in the context of general equities. the beta of a portfolio is the weighted sum of the individual asset betas, according to the proportions of the investments in the portfolio. e.g., if 50% of the money is in stock a with a beta of 2.00, and 50% of the money is in stock b with a beta of 1.00,the portfolio beta is 1.50. portfolio beta describes relative volatilityof an individual securities portfolio, taken as a whole, as measured by the individual stock betas of the securities making it up. a beta of 1.05 relative to the s&p 500 implies that if the s&p`s excess return increases by 10% the portfolio is expected to increase by 10.5%.
Portfolio concentration, английский
Portfolio concentration risk, английский
Risk of loss resulting from:
Portfolio diversification, английский
- Диверсификация портфеля
- Investing in different asset classes and in securities of many issuers in an attempt to reduce overall investment risk and to avoid damaging a portfolio`s performance by the poor performance of a single security, industry, (or country).
Portfolio expected return, английский
A weighted average of individual assets` expected returns.
Portfolio in arrears, английский
Просроченный портфель
Portfolio income, английский
- Портфельный доход
- Доход от средств, размещенных в ценных бумагах
Portfolio insurance, английский
- 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.
- Страховые операции с портфелями ценных бумаг
Portfolio interest, английский
Category of interest that may be paid from us sources free of withholding tax provided certain requirements are met. the portfolio interest exemption does not apply to bank loans made in the ordinary course of business.
Portfolio interest service coverage ratio, английский
Projected noi over the following four quarters as a ratio of projected interest payments on bank (not shareholder) loans over the same period. this is a portfolio metric which may not reflect precisely the varying stipulations of each loan facility of the vehicle but aims to give an indication of the vehicle’s general ability to service its debt. for the avoidance of doubt, the iscr is calculated without reference to cash in bank.
Portfolio internal rate of return, английский
The rate of return computed by first determining the cash flows for all the bonds in the portfolio and then finding the interest rate that will make the present value of the cash flows equal to the market value of the portfolio.
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Portafoglio barbell, итальянский
Metodo di gestione di un portafoglio obbligazionario che prevede di investire una quota del capitale in titoli con durate finanziarie lunghe e un`altra quota in titoli con durate finanziarie brevi. il portafoglio risultante avra una durata finanziaria int
Portafoglio a gradini, итальянский
Viene cosi definito un portafoglio di attivita e passivita sensibili ai tassi d`interesse dove la distribuzione del capitale e fatta per ammontari simili in tutti gli orizzonti temporali di riferimento considerati. per esempio, un portafoglio dove sono de
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