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investment grids

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14:26 Mar 4, 2018
This question was closed without grading. Reason: Other

English to German translations [PRO]
Bus/Financial - Investment / Securities
English term or phrase: investment grids
Es geht um die Verfahren zum Portfolioaufbau:

Every month, we build our ***investment grids*** based on historical expected shortfall limits. They measure the scale of potential losses a portfolio could experience over the long-run.

Hat jemand eine Idee, was das sein soll? Leider eine ppt., kein weiterer Kontext.
Andrea Hauer
Germany
Local time: 12:52

Summary of reference entries provided
Anlagentabelle
Matthias Eng

Discussion entries: 3





  

Reference comments


1 day 10 hrs
Reference: Anlagentabelle

Reference information:
Fill in your investment grid – selected investments by asset class
Consider having three options for each asset category. If something goes awry with your
one small cap fund, you have to take time to evaluate what your new small cap fund will be.
Having at least a second and maybe a third option available can save you time.
Are there holes in your investment grid after the initial analysis?
Re-do or adjust filters
Consider ETFs
Discuss options with wholesalers
5. Put the investment grid aside for a day or two, then review it with a fresh set of eyes.


    Reference: http://www.advisorperspectives.com/articles/2016/05/03/reeva...
Matthias Eng
Germany
Specializes in field
Native speaker of: Native in GermanGerman
PRO pts in category: 204
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