mark-to-market portfolio based investment strategies

Spanish translation: estrategia de inversión basada en carteras ajustadas al mercado

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:mark-to-market portfolio based investment strategy
Spanish translation:estrategia de inversión basada en carteras ajustadas al mercado
Entered by: Rafael Molina Pulgar

01:29 May 13, 2005
English to Spanish translations [PRO]
Bus/Financial - Investment / Securities
English term or phrase: mark-to-market portfolio based investment strategies
Absolute return strategies attempt to deliver a consistent (positive) return every year independent of market activity. This differs from the more common active or passive investment strategies, which may be considered **mark-to-market portfolio based investment strategies** vis-a-vis benchmarks;
Susana Lizardi
Local time: 17:37
estrategias de inversión basadas en carteras ajustadas al mercado
Explanation:
ajuste diario de una cuenta o inversión para reflejar el valor de mercado real.
Selected response from:

Rafael Molina Pulgar
Mexico
Local time: 17:37
Grading comment
Muchas gracias :)
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +1estrategias de inversión basadas en carteras de mercado a mercado
Xenia Wong
5estrategias de inversión basadas en carteras ajustadas al mercado
Rafael Molina Pulgar
5estrategias de inversión basadas en cartera (de inversiones) de mercado a mercado
Gabriela Rodriguez
5estrategias de inversión en basadas en calcular el valor de la cartera según su valor de mercado...
Margarita Palatnik (X)
4estrategias de inversión basadas en precios del mercado
Margarita Ezquerra (Smart Translators, S.L.)
3estrategias de inversiones basadas en una carpeta de comercio a comercio
Michael Powers (PhD)
3estrategias de inversión basadas en..
Bill Greendyk


  

Answers


8 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5
estrategias de inversiones basadas en una carpeta de comercio a comercio


Explanation:
Creo que sería así

Mike :)

Michael Powers (PhD)
United States
Local time: 19:37
Works in field
Native speaker of: English
PRO pts in category: 31
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9 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5
estrategias de inversión basadas en..


Explanation:
estrategias de inversión basadas en carteras acomodadas continuamente al mercado.

Derived from Routledge Dictionary of Finance and Commerce



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Note added at 10 mins (2005-05-13 01:40:14 GMT)
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Según Routledge: \"mark to market\" significa \"acomodación continua al mercado\".

HTH

Bill Greendyk
United States
Local time: 19:37
Native speaker of: Native in EnglishEnglish
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48 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
estrategias de inversión basadas en carteras de mercado a mercado


Explanation:
Me parece.

Xenia Wong
Local time: 18:37
Specializes in field
Native speaker of: Native in SpanishSpanish, Native in EnglishEnglish
PRO pts in category: 31

Peer comments on this answer (and responses from the answerer)
agree  Gabriela Rodriguez
1 hr
  -> gaby, muy amable.....xen
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1 hr   confidence: Answerer confidence 5/5
estrategias de inversión basadas en carteras ajustadas al mercado


Explanation:
ajuste diario de una cuenta o inversión para reflejar el valor de mercado real.

Rafael Molina Pulgar
Mexico
Local time: 17:37
Specializes in field
Native speaker of: Native in SpanishSpanish
PRO pts in category: 55
Grading comment
Muchas gracias :)
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1 hr   confidence: Answerer confidence 5/5
estrategias de inversión basadas en cartera (de inversiones) de mercado a mercado


Explanation:
Suerte!!!!!!!!

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Note added at 1 hr 51 mins (2005-05-13 03:21:40 GMT)
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portfolio [pɔ:t\'fəʊlɪəʊ] nombre

cartera (de inversiones).
http://www.wordreference.com/es/translation.asp?tranword=por...

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Note added at 1 hr 53 mins (2005-05-13 03:23:37 GMT)
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portfolio (finance)

This is a finance article. See portfolio for other meanings.

In finance, a portfolio is a collection of investments held by an institution or a private individual. In building up an investment portfolio a financial institution will typically conduct its own investment analysis, whilst a private individual may make use of the services of a financial advisor or a financial institution which offers portfolio management services. Holding a portfolio is part of an investment and risk-limiting strategy called diversification. By owning several assets, certain types of risk (in particular specific risk) can be reduced. The assets in the portfolio could include stocks, bonds, options, warants, gold certificates, real estate, futures contracts, production facilities, or any other item that is expected to retain its value.
Management

Portfolio management involves deciding what assets to include in the portfolio, given the goals of the portfolio owner and changing economic conditions. Selection involves deciding what assets to purchase, how many to purchase, when to purchase them, and what assets to divest. These decisions always involve some sort of performance measurement, most typically expected return on the portfolio, and the risk associated with this return (i.e. the standard deviation of the return). Typically the expected return from portfolios comprised of different asset bundles are compared.

The unique goals and circumstances of the investor must also be considered. Some investors are more risk adverse than others. Mutual funds have developed particular techniques to optimize their portfolio holdings. See fund management for details.

Models

Some of the financial models used in the process of valuation, selection, and management of portfolios include:

* Maximizing return, given an acceptable level of risk.
* Modern portfolio theory - a model proposed by Harry Markowitz among others.
* The single-index model of portfolio variance.
* Capital asset pricing model.
* Arbitrage pricing theory.
* The Jensen Index.
* The Treynor Index.
* The Sharpe Diagonal (or Index) model.
* Value at risk model.
http://www.answers.com/topic/portfolio-finance?method=6

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Note added at 1 hr 53 mins (2005-05-13 03:23:53 GMT)
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Diversificaciones.

Gabriela Rodriguez
Argentina
Local time: 20:37
Native speaker of: Native in SpanishSpanish
PRO pts in category: 4
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7 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
estrategias de inversión basadas en precios del mercado


Explanation:
Suerte

Margarita Ezquerra (Smart Translators, S.L.)
Spain
Local time: 01:37
Native speaker of: Spanish
PRO pts in category: 119
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8 hrs   confidence: Answerer confidence 5/5
estrategias de inversión en basadas en calcular el valor de la cartera según su valor de mercado...


Explanation:
en lugar de su valor contable.

1. The act of recording the price or value of a security, portfolio or account to reflect its current market value rather than its book value.

2. In terms of mutual funds, a MTM is when the net asset value (NAV) of the fund is valued upon the most current market values.


Recording the price or value of a security, portfolio, or account on a daily basis, to calculate profits and losses or to confirm that margin requirements are being met.

Mark-to-Market (Strategy Performance Report)
Mark-to-Market (Strategy Performance Report). Mark-to-market is another
term for closing the books at a certain time. When a Mark ...
www.optionstation.com/education/06_05/ help/tshelp/mark_to_market__strategy_performance_report_.htm - 4k

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Note added at 8 hrs 14 mins (2005-05-13 09:44:08 GMT)
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estrategias de inversión basadas en calcular el valor de la cartera según su valor de mercado en lugar de su valor contable.

me sobra un \"en\" en la respuesta


Margarita Palatnik (X)
Local time: 20:37
Specializes in field
Native speaker of: Native in SpanishSpanish
PRO pts in category: 135
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