Asset classes (original) (raw)
Die Anlageklasse (auch Assetklasse; englisch asset, „Vermögensgegenstand“) ist im Finanzwesen eine Gruppe von Finanzprodukten, die aufgrund gemeinsamer Merkmale zusammengefasst werden.
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| dbo:abstract | Die Anlageklasse (auch Assetklasse; englisch asset, „Vermögensgegenstand“) ist im Finanzwesen eine Gruppe von Finanzprodukten, die aufgrund gemeinsamer Merkmale zusammengefasst werden. (de) In finance, an asset class is a group of financial instruments that have similar financial characteristics and behave similarly in the marketplace. We can often break these instruments into those having to do with real assets and those having to do with financial assets. Often, assets within the same asset class are subject to the same laws and regulations; however, this is not always true. For instance, futures on an asset are often considered part of the same asset class as the underlying instrument but are subject to different regulations than the underlying instrument. Many investment funds are composed of the two main asset classes, both of which are securities: equities (stocks) and fixed-income (bonds). However, some also hold cash and foreign currencies. Funds may also hold money market instruments and they may even refer to these as cash equivalents; however, that ignores the possibility of default. Money market instruments, being short-term fixed income investments, should therefore be grouped with fixed income. In addition to stocks and bonds, we can add cash, foreign currencies, real estate, infrastructure and commodities to the list of commonly held asset classes. In general, an asset class is expected to exhibit different risk and return investment characteristics, and to perform differently in certain market environments. Asset classes and asset class categories are often mixed together. In other words, describing large-cap stocks or short-term bonds as asset classes is incorrect. These investment vehicles are asset class categories, and are used for diversification purposes. Multiple asset classes mixed together in a fund structure can provide an investor with exposure through a single relationship. While the bulk of the global funds are traditional in nature, as is the case of a mutual fund, some funds would be classified as alternative investments such as hedge funds, often considered an asset class of their own particularly for institutional investors. Most financial experts agree that some of the most effective investment strategies involve diversifying investments across broad asset classes like stocks and bonds, rather than focusing on specific securities that may or may not turn out to be "winners". Diversification is a technique to help reduce risk. However, there is no guarantee that diversification will protect against a loss of income. The goal of asset allocation is to create a balanced mix of assets that have the potential to improve returns, while meeting your: * Tolerance for risk (market volatility) * Goals and investment objectives * Preferences for certain types of investments within asset classes Being diversified across asset classes may help reduce volatility. If you include several asset classes in your long-term portfolio, the upswing of one asset class may help offset the downward movement of another as conditions change. But keep in mind that there are inherent risks associated with investing in securities, and diversification doesn't protect against loss. (en) Le asset class sono delle classi di investimenti finanziari che possono essere distinte in base a delle proprietà peculiari. Esempi di asset class sono: * liquidità e strumenti assimilati (i.e., depositi, bot, conti correnti) * Obbligazioni: investment grade, alto rendimento, spazzatura; governative o ; breve, medio, lungo termine; domestiche, estere, mercati emergenti * Azioni: o growth; (elevata capitalizzazione) o small cap (piccola capitalizzazione); domestiche, estere, mercati emergenti * Immobiliare * Divise estere * Risorse naturali (petrolio, gas, carbone, ecc.) * Metalli preziosi * Beni di lusso (luxury collectables): opere d'arte, vini di pregio, automobili, gioielli, ecc. * Altro Un'ulteriore suddivisione della componente azionaria è data dalla seguente: * Per capitalizzazione:Large-Cap (titoli di aziende con elevata capitalizzazione)Mid-Cap (titoli di aziende con media capitalizzazione)Small-Cap (titoli di aziende con bassa capitalizzazione) * Per :Growth (titoli di aziende con elevati tassi di crescita)Blend (titoli di aziende con medi tassi di crescita e media redditività)Value (titoli di aziende con bassi tassi di crescita e alta redditività) * (it) 资产类别是一组具有类似财务特征且在市场中表现相似的工具。我们经常可以将这些工具分解为与实际资产有关的工具和与金融资产有关的工具。通常，同一资产类别的资产必须遵守相同的法律法规；然而，这并非总是如此。例如，资产的期货通常被视为与基础工具相同的资产类别的一部分，但受到与基础工具不同的法规的约束。 许多投资基金由两个主要资产类别组成，即证券：股票和固定收益（债券）。但是，有些基金还持有现金和外币。基金也可以持有货币市场工具，他们甚至可以将这些工具称为现金等价物;但是，这忽略了违约的可能性。因此，作为短期固定收益投资的货币市场工具应与固定收益分组。 除了股票和债券，我们还可以将现金，外币，房地产，基础设施和商品添加到常見的资产类别列表中。一般而言，资产类别预计会表现出不同的风险和回报投资特征，并且在某些市场环境中表现不同。 (zh) |
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| rdfs:comment | Die Anlageklasse (auch Assetklasse; englisch asset, „Vermögensgegenstand“) ist im Finanzwesen eine Gruppe von Finanzprodukten, die aufgrund gemeinsamer Merkmale zusammengefasst werden. (de) 资产类别是一组具有类似财务特征且在市场中表现相似的工具。我们经常可以将这些工具分解为与实际资产有关的工具和与金融资产有关的工具。通常，同一资产类别的资产必须遵守相同的法律法规；然而，这并非总是如此。例如，资产的期货通常被视为与基础工具相同的资产类别的一部分，但受到与基础工具不同的法规的约束。 许多投资基金由两个主要资产类别组成，即证券：股票和固定收益（债券）。但是，有些基金还持有现金和外币。基金也可以持有货币市场工具，他们甚至可以将这些工具称为现金等价物;但是，这忽略了违约的可能性。因此，作为短期固定收益投资的货币市场工具应与固定收益分组。 除了股票和债券，我们还可以将现金，外币，房地产，基础设施和商品添加到常見的资产类别列表中。一般而言，资产类别预计会表现出不同的风险和回报投资特征，并且在某些市场环境中表现不同。 (zh) In finance, an asset class is a group of financial instruments that have similar financial characteristics and behave similarly in the marketplace. We can often break these instruments into those having to do with real assets and those having to do with financial assets. Often, assets within the same asset class are subject to the same laws and regulations; however, this is not always true. For instance, futures on an asset are often considered part of the same asset class as the underlying instrument but are subject to different regulations than the underlying instrument. (en) Le asset class sono delle classi di investimenti finanziari che possono essere distinte in base a delle proprietà peculiari. Esempi di asset class sono: * liquidità e strumenti assimilati (i.e., depositi, bot, conti correnti) * Obbligazioni: investment grade, alto rendimento, spazzatura; governative o ; breve, medio, lungo termine; domestiche, estere, mercati emergenti * Azioni: o growth; (elevata capitalizzazione) o small cap (piccola capitalizzazione); domestiche, estere, mercati emergenti * Immobiliare * Divise estere * Risorse naturali (petrolio, gas, carbone, ecc.) * Metalli preziosi * Beni di lusso (luxury collectables): opere d'arte, vini di pregio, automobili, gioielli, ecc. * Altro (it) |
| rdfs:label | Anlageklasse (de) Asset classes (en) Asset class (it) 资产类别 (zh) |
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