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3yr rolling period

German translation: gleitender Dreijahreszeitraum

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GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)

English term or phrase:	3yr rolling period
German translation:	gleitender Dreijahreszeitraum
Entered by:	Olaf Reibedanz

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19:48 Jun 7, 2004

English to German translations [PRO]
Bus/Financial - Finance (general) / Aktienfonds

English term or phrase: 3yr rolling period

Anlagestrategie eines Aktienfonds:

The management style is based on pure stock picking.
Each stock in the portfolio represents a “best idea” of the team of analysts/portfolio managers (research driven approach).

The best idea in absolute terms, not in relation to other stocks of the same sector

Strong bets taken on stocks.

A rigorous buy and sell discipline tools to aid decision-making (assistance from the quantitative team)

A reasonably concentrated portfolio (between 65 and 80 stocks)

No market timing (100% invested)

Close monitoring of portfolio positions by stocks (+/- 3% compared to the benchmark) and by sector (maximum weighting: 25% of the portfolio).

Ex-ante and then ongoing monitoring of the tracking error by the quantitative team to prevent the deviation from exceeding the 4%-8% bracket (**3yr rolling period**)

Olaf Reibedanz KudoZ activity Questions: 5573 (18 open) (5 without valid answers) (35 closed without grading) Answers: 3010 Argentina
Local time: 05:02

gleitender Dreijahreszeitraum

Explanation:
Damit ist gemeint, dass der Dreijahreszeitraum sich jeweils mit dem Stichtag verschiebt (also keine drei Kalenderjahre, sondern bei einer solchen Ex-Post-Betrachtung jeweils drei Jahre zurück).