TERMIUM Plus®

The Government of Canada’s terminology and linguistic data bank.

BENCHMARK PORTFOLIO [3 records]

Record 1 2022-03-24

English

Subject field(s)
  • Investment
DEF

A judgement of an investment portfolio that it holds proportionately more than the benchmark weight of a certain asset...

French

Domaine(s)
  • Investissements et placements
DEF

Dans un portefeuille d'actions, fait de pondérer de manière excessive avec une valeur ou un risque.

Spanish

Save record 1

Record 2 2010-07-19

English

Subject field(s)
  • Investment
DEF

The personalized asset allocation that has been selected as the primary strategy to meet each client’s objectives.

CONT

The benchmark portfolio is the link between the plan objective and the investment manager's performance objective. It is a portfolio of the asset classes(such as stocks and bonds) expected to be held in the fund over the long-term at percentages referred to as the "long term asset mix" or "policy asset mix".

OBS

This portfolio is developed jointly by the client and a team of advisors.

French

Domaine(s)
  • Investissements et placements
CONT

Le portefeuille de référence identifie les catégories d'actif à inclure dans le portefeuille et la proportion à investir dans chacune de ces catégories.

CONT

L'investisseur, avec le gérant, choisit le couple rentabilité/risque. À partir de là, ils déterminent conjointement la composition d'un portefeuille de référence de la gestion, que l'on peut interpréter comme le portefeuille cible de long terme.

Spanish

Campo(s) temático(s)
  • Inversiones
Save record 2

Record 3 2001-05-10

English

Subject field(s)
  • Corporate Management (General)
  • Quality Control (Management)
  • Real Estate
CONT

Transition Period-Phase 1(Human Resources and Contract Baseline). During this period the contractor shall : interview affected PWGSC [Public Works and Government Services Canada] staff and prepare job offers as agreed to in the contractor's proposal; become familiar with all aspects of the contract portfolio and applicable PWGSC practices; establish building condition benchmark levels(refer to Annex C, Annual Building Inspection ABI-1)...

French

Domaine(s)
  • Gestion de l'entreprise (Généralités)
  • Contrôle de la qualité (Gestion)
  • Immobilier

Spanish

Save record 3

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