| 翻訳と辞書 |
| Core & Satellite ： ウィキペディア英語版 |
Core & Satellite
Core & Satellite Portfolio Management is an investment strategy that incorporates traditional fixed-income and equity-based securities (i.e. index funds,〔("ETFs Can Boost Returns, Lower Risk" ), ai-cio.com.〕 exchange-traded funds (ETFs), passive mutual funds, etc.) known as the "core" portion of the portfolio, with a percentage of selected individual securities in the fixed-income and equity-based side of the portfolio known as the "satellite" portion.
==Core portfolio==
The "Core" is made of passively managed securities (e.g. index funds, ETFs, passive mutual funds, individual securities) and uses a traditional benchmark (e.g. Russell 3000 or the S&P 1500) to benchmark/compare for performance. The positions may have a particular style bias (e.g. more small cap stocks over mid/large cap companies, more value positions over growth positions, higher or lower concentration in developed international markets) and is sometimes consistent with the MONECO Seven Asset Allocation Management Theme. The market downturn of 2008 has many experts in the investments industry questioning the validity of asset allocation as a means for diversifying and managing overall risks associated with investing in stocks. As a consequence, other alternatives are now gaining force. Owning a core equity portfolio centered on a theme of dividend growth continues to gain momentum as individuals are faced with a growing likelihood of outliving their investable assets. With a core centered on dividend growth, individuals create a growing income stream irrespective of the account value associated with growth in the underlying assets.
抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』
■ウィキペディアで「Core & Satellite」の詳細全文を読む
スポンサード リンク
| 翻訳と辞書 : 翻訳のためのインターネットリソース |
Copyright(C) kotoba.ne.jp 1997-2016. All Rights Reserved.
|
|