Asset Management Plan — An Asset Management Plan (AMP) is a tactical plan for managing an organisation s infrastructure and other assets in order to deliver an agreed standard of service. Typically, an Asset Management Plan will cover more than a single asset, taking a… … Wikipedia
Asset allocation — is a term used to refer to how an investor distributes his or her investments among various classes of investment vehicles (e.g., stocks and bonds). A large part of financial planning is finding an asset allocation that is appropriate for a given … Wikipedia
Performance attribution — or Investment Performance Attribution is a set of techniques that performance analysts use to explain why a portfolio s performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the … Wikipedia
Performance transformation — Performance Transformation,or Transformation of Performance, is an Outcome, a result, of actions by an individual, a group or an organisation, to radically Make Different the results they achieve.OverviewIn a Business context, Performance… … Wikipedia
Asset location — is a term used in personal finance to refer to how investor distribute their investments across taxable and non taxable accounts (e.g., 401(k) or IRAs). In order to maximize performance of a financial portfolio, it is often advised that an… … Wikipedia
Asset-Allocation — Die asset allocation (englisch) bzw. Anlageaufteilung oder Portfolio Strukturierung von Geldanlagen bezeichnet die Art der Aufteilung (Diversifikation) des angelegten Vermögens auf verschiedene Anlageklassen wie z. B. Anleihen, Aktien, Immobilien … Deutsch Wikipedia
Asset Allokation — Die asset allocation (englisch) bzw. Anlageaufteilung oder Portfolio Strukturierung von Geldanlagen bezeichnet die Art der Aufteilung (Diversifikation) des angelegten Vermögens auf verschiedene Anlageklassen wie z. B. Anleihen, Aktien, Immobilien … Deutsch Wikipedia
Asset-backed security — In finance, an asset backed security is a type of debt security that is based on pools of assets, or collateralized by the cash flows from a specified pool of underlying assets. Assets are pooled to make otherwise minor and uneconomical… … Wikipedia
Performance fee — A performance fee is a fee that an investment fund may be charged by the investment manager that manages its assets, calculated by reference to the increase in the fund s net asset value (or NAV ), which represents the value of the fund s… … Wikipedia
Performance Audit — An audit performed on an asset manager by an outside accounting firm to verify that the performance figures shown to the public on marketing materials represent the true aggregate results of the firm s clientèle. The CFA Institute has… … Investment dictionary
