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core satellite

Dutch translation: core-satellite

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:core satellite
Dutch translation:core-satellite
Entered by: arjen

14:28 Jun 24, 2002
English to Dutch translations [PRO]
Bus/Financial - Investment / Securities / Investments
English term or phrase: core satellite
Tekst over beleggingsfondsen.

When selecting between third party funds, how important is the style of the fund? Some examples of fund style are: Growth, Value, Quantitative, Absolute return, Core Satellite, etc. (Please choose a number from 1 to 4 where 1= not important, 4= very important).
Shayna Barby (X)
Local time: 07:10
core-satellite
Explanation:
Voor zover ik weet wordt dit begrip niet vertaald. Beschrijving hieronder:

Core/Satellite Portfolio Investment Style.

It follows, from the discussion of index vs stock picking investment, that portfolio investors have to make decisions about what style is for them. This is where the core/satellite design of growth portfolios arises.
Under this design a portion of the portfolio is put in lowest cost, index replicator funds while the rest is devoted to active management. How much in each is a choice the individual investor has to come to and it comes down to what your appetite for better-than-average returns is, much in the same way the gearing decision has to be reached.

Typically the more active investor will weigh more heavily into the satellite portion with a mix of active managers and perhaps direct stock investment - depending upon their own knowledge and the time they have for research. The passive style will appeal more to those with limited time for portfolio management. The cost of pursuit of an active style is research time, the cost of the latter is excluding the chance of above-average returns. Neither is more correct than the other, it is personal choice.

Selected response from:

arjen
Grading comment
Graded automatically based on peer agreement. KudoZ.
4 KudoZ points were awarded for this answer



Summary of answers provided
3 +2core-satellite
arjen
5core satellite
Bart B. Van Bockstaele


  

Answers


12 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +2
core-satellite


Explanation:
Voor zover ik weet wordt dit begrip niet vertaald. Beschrijving hieronder:

Core/Satellite Portfolio Investment Style.

It follows, from the discussion of index vs stock picking investment, that portfolio investors have to make decisions about what style is for them. This is where the core/satellite design of growth portfolios arises.
Under this design a portion of the portfolio is put in lowest cost, index replicator funds while the rest is devoted to active management. How much in each is a choice the individual investor has to come to and it comes down to what your appetite for better-than-average returns is, much in the same way the gearing decision has to be reached.

Typically the more active investor will weigh more heavily into the satellite portion with a mix of active managers and perhaps direct stock investment - depending upon their own knowledge and the time they have for research. The passive style will appeal more to those with limited time for portfolio management. The cost of pursuit of an active style is research time, the cost of the latter is excluding the chance of above-average returns. Neither is more correct than the other, it is personal choice.




    Reference: http://www.garethmorgan.co.nz/principles/990813_9.asp
arjen
PRO pts in category: 7
Grading comment
Graded automatically based on peer agreement. KudoZ.

Peer comments on this answer (and responses from the answerer)
agree  Ann Bishop (X): ... De toegepaste strategie heet "core satellite" . Core slaat op het kerndeel
11 mins
agree  Chantal Henno
1 hr
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28 mins   confidence: Answerer confidence 5/5
core satellite


Explanation:
of ook wel core/satellite.

Wordt niet vertaald. Het is een techniek waarbij de hoofdmoot (de core of kern) van de portefeuille wordt belegd met dezelfde samenstelling als een bepaalde maatstaf-index.

De satellite (rand, mantel, satelliet, periferie) vertegenwoordigt gewoonlijk minder vermogen maar hiermee mag de fondsbeheerder doen wat hij wil in een poging het uiteindelijk beter te doen dan de maatstaf-index.



    Reference: http://www.dexia-private-banking.be/nl/n_asset_oplossingen.h...
Bart B. Van Bockstaele
Canada
Local time: 02:10
Native speaker of: Native in DutchDutch
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