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  3. Finance (general)

approccio ‘patrimoniale’

English translation: "asset" approach

09:03 May 24, 2017
Italian to English translations [PRO]
Bus/Financial - Finance (general) / investment fund
Italian term or phrase: approccio ‘patrimoniale’
L’approccio ‘patrimoniale’ all’investimento è fondato su una combinazione tra stock-picking e asset allocation dinamica che permette un’elevata diversificazione e limita l’esposizione al rischio generando ritorni” specifica Antonio Bottillo che poi conclude indicando la soluzione dedicata a chi mira a rendimenti svincolati dall’andamento dei mercati: “H2O Moderato adotta tecniche di investimento non tradizionali con un approccio global macro e relative value, basandosi sulla convinzione che la diversificazione massima sia un interessante contribuitore di valore e riduttore della correlazione. Il fondo cerca di beneficiare del maggior numero di opportunità possibili all’interno di un universo di investimento sui mercati obbligazionari, azionari e valutari globali e assumendo posizioni lunghe (rialziste) e corte (ribassiste) nei limiti di una volatilità media annua ex post compresa tra il 4%-7%”.
garrett higgins
Local time: 06:56
English translation:"asset" approach
Explanation:
Patrimoniale also can mean equity, i.e., share ownership (stocks) as distinguished from debt investment (bonds). However, H2O Moderato is 2/3 debt. In context, therefore, patrimoniale here more likely means assets because assets need not be equity.
Selected response from:

mrrafe
United States
Local time: 01:56
Grading comment
thanks
4 KudoZ points were awarded for this answer



Summary of answers provided
3 +1"asset" approach
mrrafe


  

Answers


6 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
"asset" approach


Explanation:
Patrimoniale also can mean equity, i.e., share ownership (stocks) as distinguished from debt investment (bonds). However, H2O Moderato is 2/3 debt. In context, therefore, patrimoniale here more likely means assets because assets need not be equity.


    https://www.bloomberg.com/quote/NH2MOIC:FP
    Reference: http://dictionary.reverso.net/italian-english/patrimoniale
mrrafe
United States
Local time: 01:56
Works in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 28
Grading comment
thanks

Peer comments on this answer (and responses from the answerer)
agree  Peter Cox
11 hrs
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