TERMIUM Plus®
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PORTFOLIO MIX [6 records]
Record 1 - internal organization data 2010-11-08
Record 1, English
Record 1, Subject field(s)
- Investment
- Financial and Budgetary Management
Record 1, Main entry term, English
- portfolio mix
1, record 1, English, portfolio%20mix
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
- portfolio concentration 2, record 1, English, portfolio%20concentration
Record 1, Textual support, English
Record number: 1, Textual support number: 1 DEF
... the proportion of the total investment portfolio to be invested in securities issued by governments, banks or other corporations. 3, record 1, English, - portfolio%20mix
Record 1, French
Record 1, Domaine(s)
- Investissements et placements
- Gestion budgétaire et financière
Record 1, Main entry term, French
- composition de portefeuille
1, record 1, French, composition%20de%20portefeuille
correct, feminine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
Record 1, Textual support, French
Record number: 1, Textual support number: 1 DEF
Éventail et proportions relatives des divers instruments de placement (actions, obligations, etc.) compris dans un portefeuille-titres. 2, record 1, French, - composition%20de%20portefeuille
Record 1, Spanish
Record 1, Textual support, Spanish
Record 2 - internal organization data 2010-07-19
Record 2, English
Record 2, Subject field(s)
- Investment
Record 2, Main entry term, English
- benchmark portfolio
1, record 2, English, benchmark%20portfolio
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 DEF
The personalized asset allocation that has been selected as the primary strategy to meet each client’s objectives. 2, record 2, English, - benchmark%20portfolio
Record number: 2, Textual support number: 1 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". 3, record 2, English, - benchmark%20portfolio
Record number: 2, Textual support number: 1 OBS
This portfolio is developed jointly by the client and a team of advisors. 2, record 2, English, - benchmark%20portfolio
Record 2, French
Record 2, Domaine(s)
- Investissements et placements
Record 2, Main entry term, French
- portefeuille de référence
1, record 2, French, portefeuille%20de%20r%C3%A9f%C3%A9rence
correct, masculine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
Record 2, Textual support, French
Record number: 2, Textual support number: 1 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. 2, record 2, French, - portefeuille%20de%20r%C3%A9f%C3%A9rence
Record number: 2, Textual support number: 2 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. 3, record 2, French, - portefeuille%20de%20r%C3%A9f%C3%A9rence
Record 2, Spanish
Record 2, Campo(s) temático(s)
- Inversiones
Record 2, Main entry term, Spanish
- cartera de referencia
1, record 2, Spanish, cartera%20de%20referencia
feminine noun
Record 2, Abbreviations, Spanish
Record 2, Synonyms, Spanish
Record 2, Textual support, Spanish
Record 3 - internal organization data 2008-03-20
Record 3, English
Record 3, Subject field(s)
- Investment
Record 3, Main entry term, English
- asset allocation fund
1, record 3, English, asset%20allocation%20fund
correct
Record 3, Abbreviations, English
Record 3, Synonyms, English
Record 3, Textual support, English
Record number: 3, Textual support number: 1 DEF
A mutual fund that provides investors with a portfolio of a fixed or variable mix of the three main asset classes(stocks, bonds and cash equivalents) in a variety of securities. 2, record 3, English, - asset%20allocation%20fund
Record number: 3, Textual support number: 1 OBS
Some asset allocation funds maintain a specific proportion of asset classes over time, while others vary the proportional composition in response to changes in the economy and investment markets. 2, record 3, English, - asset%20allocation%20fund
Record 3, French
Record 3, Domaine(s)
- Investissements et placements
Record 3, Main entry term, French
- fonds profilé
1, record 3, French, fonds%20profil%C3%A9
correct, masculine noun
Record 3, Abbreviations, French
Record 3, Synonyms, French
- fonds de répartition d'actifs 1, record 3, French, fonds%20de%20r%C3%A9partition%20d%27actifs
correct, masculine noun
Record 3, Textual support, French
Record number: 3, Textual support number: 1 DEF
Fonds commun de placement ou société d'investissement à capital variable qui, à l'instar du fonds équilibré, investit en actions, en titres à revenu fixe et en instruments du marché monétaire, mais dans des proportions qui peuvent varier fortement dans la mesure où il revient au gérant du portefeuille de répartir librement les investissements en fonction de la performance relative qu'il prévoit pour chaque type d'investissement et du niveau de risque préalablement retenu. 1, record 3, French, - fonds%20profil%C3%A9
Record number: 3, Textual support number: 1 OBS
Le fonds profilé est destiné à l'épargnant qui veut être déchargé de tout souci de gestion de son portefeuille, en particulier de sa répartition entre obligations, actions et instruments du marché monétaire, en lui évitant d'avoir à choisir lui-même les divers types de fonds dans lesquels investir, et dans quelle proportion. 1, record 3, French, - fonds%20profil%C3%A9
Record 3, Spanish
Record 3, Textual support, Spanish
Record 4 - internal organization data 2007-06-07
Record 4, English
Record 4, Subject field(s)
- Real Estate
Record 4, Main entry term, English
- real property holdings
1, record 4, English, real%20property%20holdings
correct, plural
Record 4, Abbreviations, English
Record 4, Synonyms, English
- land holdings 2, record 4, English, land%20holdings
plural
Record 4, Textual support, English
Record number: 4, Textual support number: 1 CONT
The ACM [Asset and Contract Manager] is responsible for one AFD [Alternate Forms of Delivery] contract portfolio having a mix of real property holdings for which asset management plans provide a context for provision of a productive work environment, asset integrity and a reasonable return on investment. 3, record 4, English, - real%20property%20holdings
Record 4, French
Record 4, Domaine(s)
- Immobilier
Record 4, Main entry term, French
- avoirs immobiliers
1, record 4, French, avoirs%20immobiliers
correct, masculine noun, plural
Record 4, Abbreviations, French
Record 4, Synonyms, French
- portefeuille de biens immobiliers 2, record 4, French, portefeuille%20de%20biens%20immobiliers
correct, masculine noun
- biens immobiliers 3, record 4, French, biens%20immobiliers
correct, masculine noun, plural
- biens-fonds 4, record 4, French, biens%2Dfonds
masculine noun, plural
- avoirs fonciers 4, record 4, French, avoirs%20fonciers
masculine noun, plural
Record 4, Textual support, French
Record number: 4, Textual support number: 1 CONT
Le GBM [gestionnaire des biens et des marchés] est responsable du portefeuille de contrats d'AFPS [Autres formes de prestation des services], composé d'un éventail d'avoirs immobiliers à l'égard desquels les plans de gestion des biens pourvoient un contexte pour l'aménagement d'un milieu de travail productif, l'intégrité des biens et un rendement raisonnable sur les investissements. 5, record 4, French, - avoirs%20immobiliers
Record 4, Spanish
Record 4, Textual support, Spanish
Record 5 - internal organization data 2007-02-05
Record 5, English
Record 5, Subject field(s)
- Financial and Budgetary Management
- The Product (Marketing)
Record 5, Main entry term, English
- product portfolio management
1, record 5, English, product%20portfolio%20management
correct
Record 5, Abbreviations, English
Record 5, Synonyms, English
Record 5, Textual support, English
Record number: 5, Textual support number: 1 CONT
... in product portfolio management, there is considerable cross-subsidization between product lines as organizations seek the right mix of products for the longer term, and as revenues from existing products are used to cover the costs of new products and enhancements. 1, record 5, English, - product%20portfolio%20management
Record 5, French
Record 5, Domaine(s)
- Gestion budgétaire et financière
- Produit (Commercialisation)
Record 5, Main entry term, French
- gestion du portefeuille de produits
1, record 5, French, gestion%20du%20portefeuille%20de%20produits
correct, feminine noun
Record 5, Abbreviations, French
Record 5, Synonyms, French
Record 5, Textual support, French
Record number: 5, Textual support number: 1 CONT
[...] en régime de gestion d'un portefeuille de produits, il y a un interfinancement considérable entre les gammes de produits parce que les organismes cherchent à se donner une bonne combinaison de produits à long terme, vu que les recettes provenant des produits actuels servent à couvrir les coûts d'amélioration des produits ou d'élaboration de nouveaux produits. 2, record 5, French, - gestion%20du%20portefeuille%20de%20produits
Record 5, Spanish
Record 5, Textual support, Spanish
Record 6 - internal organization data 2004-07-15
Record 6, English
Record 6, Subject field(s)
- Stock Exchange
- Investment
Record 6, Main entry term, English
- asset portfolio
1, record 6, English, asset%20portfolio
correct
Record 6, Abbreviations, English
Record 6, Synonyms, English
Record 6, Textual support, English
Record number: 6, Textual support number: 1 CONT
The asset portfolio is continually reviewed to ensure that the best possible mix of assets is in place to minimize any adverse impact of interest rate changes. 2, record 6, English, - asset%20portfolio
Record 6, French
Record 6, Domaine(s)
- Bourse
- Investissements et placements
Record 6, Main entry term, French
- portefeuille d'actifs
1, record 6, French, portefeuille%20d%27actifs
correct, masculine noun
Record 6, Abbreviations, French
Record 6, Synonyms, French
Record 6, Textual support, French
Record number: 6, Textual support number: 1 CONT
[...] la diversification du portefeuille entre catégories et sous-catégories d'actifs constitue une façon prudente de gérer un portefeuille d'actifs. 2, record 6, French, - portefeuille%20d%27actifs
Record 6, Spanish
Record 6, Textual support, Spanish
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