Glossary entry

English term or phrase:

portfolio companies

Spanish translation:

sociedades de cartera

Added to glossary by Mónica Algazi
Jun 30, 2016 13:55
7 yrs ago
29 viewers *
English term

portfolio companies

English to Spanish Bus/Financial Finance (general) Investment risks
Context:

Investment Opportunities. Conflicts of interest could arise in connection with investments for the accounts of the Partnership, other investment vehicles in which the General Partner and/or its personnel are involved, any other advisory clients the General Partner may have, and the General Partner or its members themselves. These investments could differ in substance, timing, and amount, due to, among other things, differences in investment objectives or other factors affecting the appropriateness or suitability of particular investment activities to the Partnership or other clients, or to limitations on the availability of particular investment opportunities. The General Partner will allocate investment opportunities among its various accounts in a manner it believes to be as equitable as possible, considering each account’s objectives, programs, limitations, and capital available for investment, but all accounts may not necessarily invest in the same * portfolio companies *. Further, neither the General Partner nor its personnel have any obligation to provide the Partnership or any other account with any particular investment opportunity or to refrain from taking advantage of an investment opportunity that could be beneficial to the Partnership.

No estoy segura. : / TIA!

Discussion

lugoben Jul 1, 2016:
@Mónica Hola, buscando hacia los lados encontré algo que se aproxima a tu versión. La misma es cartera de valores/de inversión, ver aquí:
Una cartera de inversiones o cartera de valores es una determinada combinación de activos financieros en los cuales se invierte. Una cartera de inversiones puede estar compuesta por una combinación de algunos instrumentos de renta fija y renta variable.
https://es.wikipedia.org/wiki/Cartera_de_valores

The term portfolio refers to any collection of financial assets such as stocks, bonds and cash. Portfolios may be held by individual investors and/or managed by financial professionals, hedge funds, banks and other financial institutions. It is a generally accepted principle that a portfolio is designed according to the investor's risk tolerance, time frame and investment objectives.
https://en.wikipedia.org/wiki/Portfolio_(finance)

Mónica Algazi (asker) Jul 1, 2016:
Acabo de ver algo "Portfolio companies" parece ser una forma abreviada de la expresión "investment portfolio companies" que aparece al principio del memorándum. En ese caso, ¿no será "sociedades de la cartera de inversión"?
lugoben Jul 1, 2016:
@Mónica Hola, voy a colocar una repuesta. Saludos
Mónica Algazi (asker) Jul 1, 2016:
Lugoben ¿Podrías escribirlo como respuesta?
lugoben Jun 30, 2016:
@Mónica Como en la "portfolio company es para que VC firm y otros inviertan en ella y considerando que una Venture Company es una "Compañía de riesgo" sería una compañía (atractiva) para inversiones.
Mónica Algazi (asker) Jun 30, 2016:
En ese caso ¿"Compañía de la cartera de inversión", tal vez?
Gracias por las referencias, Lugoben; tiene sentido el planteo.
lugoben Jun 30, 2016:
@Mónica Hola, he revisado bien el término y he encontrado información que no concuerda con las soluciones dadas y propuestas. Así tenemos:
1. Solución previa en Kudoz --->Sociedad de cartera
http://www.proz.com/kudoz/english_to_spanish/business_commer...

Para tu información y análisis.
2. HOLDING: Sociedad tenedora o sociedad matriz. Gerundio del verbo inglés to Hold, que significa tener o poseer. Una sociedad holding (o Holding, simplemente) es una sociedad tenedora o sociedad de cartera, sin una actividad productiva concreta, ...
http://www.economia48.com/spa/d/holding/holding.htm

3. Portfolio Company
A portfolio company is a company or entity in which a **venture capital firm**, buyout firm, holding company, or other investment fund invests. All of the companies currently backed by a private equity firm can be spoken of as the firm’s portfolio.A company may create a portfolio to showcase the capabilities and strengths of the business's services..
https://en.wikipedia.org/wiki/Portfolio_company


Proposed translations

+5
10 mins
Selected

sociedades de cartera

Son empresas que tienen como objetivo la compraventa de acciones.
Note from asker:
Muchas gracias, Irene.
Peer comment(s):

agree John Rynne
4 mins
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agree telefpro
38 mins
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2 hrs
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21 hrs
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4 KudoZ points awarded for this answer. Comment: "Muchas gracias, Irene."
13 hrs

compañía estratégicas/atractivas para inversiones

Las Portfolio Companies están también respaldadas por firmas de inversiones privadas. Las sociedades de cartera se ven traducidas como Holding Company y no como portfolio company por ejemplo:
sociedad de cartera
Translations
holding company
http://www.collinsdictionary.com/dictionary/spanish-english/...

Por otro lado, las compañías Venture capital firm estrena definidas:
Definition
An investment company that invests its shareholders' money in startups and other risky but potentially very profitable ventures.

http://www.investorwords.com/5237/venture_capital_firm.html#...

Portfolio Company
A portfolio company is a company or entity in which a **venture capital firm**, buyout firm, **holding company**, or other investment fund invests. All of the companies currently backed by a private equity firm can be spoken of as the firm’s portfolio.
A company may create a **portfolio to showcase the capabilities and strengths of the business's services. The portfolio is a collection of the products, services and achievements of the company. **The goal of a company portfolio is to create a presence of the business on the market, **attract more customers and to show how the business differs from its direct competitors on the market**. The company portfolio is also used as a business strategy to show the growth of the company to attract potential investors and shareholders.
https://en.wikipedia.org/wiki/Portfolio_company

http://www.proz.com/kudoz/english_to_spanish/business_commer...

When a ** Venture Capital firm invests in your company, it is buying a large ownership interest. Members of the firm take seats on your board of directors and often install associates in management positions.** As a portfolio company, your business receives expert advice and important business contacts arranged by your venture capital firm investor.
http://budgeting.thenest.com/portfolio-companies-22995.html

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Note added at 13 hrs (2016-07-01 03:12:10 GMT)
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Sociedad de cartera=Holding Company
http://www.wordreference.com/es/en/translation.asp?spen=soci...

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Note added at 13 hrs (2016-07-01 03:13:18 GMT)
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Solución previa en Kudoz --->Sociedad de cartera
http://www.proz.com/kudoz/english_to_spanish/business_commer...

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Note added at 1 day8 hrs (2016-07-01 22:13:08 GMT)
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Una cartera de inversiones o cartera de valores es una determinada combinación de activos financieros en los cuales se invierte. Una cartera de inversiones puede estar compuesta por una combinación de algunos instrumentos de renta fija y renta variable.
https://es.wikipedia.org/wiki/Cartera_de_valores

The term portfolio refers to any collection of financial assets such as stocks, bonds and cash. Portfolios may be held by individual investors and/or managed by financial professionals, hedge funds, banks and other financial institutions. It is a generally accepted principle that a portfolio is designed according to the investor's risk tolerance, time frame and investment objectives.
https://en.wikipedia.org/wiki/Portfolio_(finance)
Note from asker:
Muchas gracias, Lugoben.
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