cash benchmark

20:44 Jul 1, 2020
This question was closed without grading. Reason: No acceptable answer

English to Portuguese translations [PRO]
Bus/Financial - Investment / Securities / Prospectus
English term or phrase: cash benchmark
Prospectus.

For performance measurement purposes, the cash benchmark will differ for non-base currency classes.
Ana Vozone
Local time: 02:50


Summary of answers provided
4benchmark financeiro
Marcella Silva
3referência de investimentos em dinheiro
MARCOS BAZILIO
3parâmetro de referência em dinheiro
Mariana Pereira
2 +1referência de dinheiro
ferreirac


Discussion entries: 1





  

Answers


7 mins   confidence: Answerer confidence 2/5Answerer confidence 2/5 peer agreement (net): +1
referência de dinheiro


Explanation:
Sug. ver: https://www.google.com/search?safe=active&sxsrf=ALeKk03rgwdI...

ferreirac
Brazil
Local time: 23:50
Meets criteria
Specializes in field
Native speaker of: Native in PortuguesePortuguese
PRO pts in category: 12
Notes to answerer
Asker: Obrigada, Cícero, contudo, optei finalmente por uma solução diferente. "Cash" neste contexto traduz-se habitualmente por "ativo monetário", por exemplo.


Peer comments on this answer (and responses from the answerer)
agree  Rodrigo Gonçalves
1 hr
  -> Obrigado!
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26 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5
parâmetro de referência em dinheiro


Explanation:
https://web3.cmvm.pt/sdi/fundos/docs/0JP01PP20091201.pdf

Example sentence(s):
  • Alcançar um retorno total superior ao seu parâmetro de referência em dinheiro (cash benchmark), a partir de uma carteira concentrada de valores mobiliários, globalmente.
Mariana Pereira
Portugal
Local time: 02:50
Does not meet criteria
Native speaker of: Native in PortuguesePortuguese
Notes to answerer
Asker: Muito obrigada, Mariana, contudo a tradução de "benchmark" neste contexto é "padrão de referência", de acordo com a terminologia adotada na legislação europeia para estes produtos financeiros/prospetos. https://eur-lex.europa.eu/legal-content/EN-PT/TXT/?qid=1396865332508&uri=CELEX:32010R0583&from=EN

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11 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5
benchmark financeiro


Explanation:
Como pôde-se perceber, os benchmarks financeiros são usados a título de comparação por muitos agentes do mercado financeiro e, assim sendo, uma análise fria e conceitual de sua conjuntura se faz necessária de modo a se entender melhor a dinâmica de uma carteira e sua consequente rentabilidade ao longo do tempo.
A good cash benchmark should be simple, objective, representative, and publicly available. Beware of
benchmarks that are complicated, subjective, inconsistent, or proprietary. At the end of the day, a benchmark is
meant to measure the success of certain portfolio objectives. It should be an important risk-adjusted,
performance-enhancing tool, rather than a hindrance to the cash manager.


    https://www.sunoresearch.com.br/artigos/benchmark-financeiro/
    https://www.capitaladvisors.com/wp-content/uploads/2016/11/Benchmark-Selection-for-Cash-Portfolios.pdf
Marcella Silva
Local time: 03:50
Meets criteria
Specializes in field
Native speaker of: Native in PortuguesePortuguese
Notes to answerer
Asker: Muito obrigada, Marcela, mas penso que a sua resposta está incompleta. Falta a tradução de "cash" que, neste caso, seria "ativos monetários", por exemplo.

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16 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
referência de investimentos em dinheiro


Explanation:
https://moneyweek.com/5744/is-cash-the-best-benchmark

https://www.federatedinvestors.com/resources/resources-for/i...


    Reference: http://https://www.federatedinvestors.com/resources/resource...
    Reference: http://https://moneyweek.com/5744/is-cash-the-best-benchmark
MARCOS BAZILIO
Brazil
Local time: 23:50
Does not meet criteria
Works in field
Native speaker of: Native in PortuguesePortuguese
Notes to answerer
Asker: Muito obrigada, Marcos, mas já fechei a pergunta. Vd. Discussão.

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