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LA GESTION FINANCIÈRE PAR HORIZON EN O.P.C.V.M

09:36 May 15, 2020
This question was closed without grading. Reason: Answer found elsewhere

French to English translations [PRO]
Bus/Financial - Finance (general)
French term or phrase: LA GESTION FINANCIÈRE PAR HORIZON EN O.P.C.V.M
This is found in a pension plan. On of the options for managing investments is: LA GESTION FINANCIERE PAR HORIZON EN O.P.C.V.M

I'm struggling with "par horizon" here. I understand that it means that the funds will be invested differently based on the time left until retirement, with "arbitrages" at the end of each horizon. How would this be expressed in English?
Jane RM
France
Local time: 14:04


Summary of answers provided
4 +2for each horizon
philgoddard
4TARGET FISCAL/FINANCIAL MANAGEMENT/POLICY FOR/BY O.P.V.C.M
Saro Nova
3the financial management by prospects at O.P.C.V.M.
Lisa Rosengard


Discussion entries: 2





  

Answers


31 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5
LA GESTION FINANCIERE PAR HORIZON EN O.P.C.V.M
TARGET FISCAL/FINANCIAL MANAGEMENT/POLICY FOR/BY O.P.V.C.M


Explanation:
I'm assuming here that HORIZON is not the name of the entity or company. PAR HORIZON means targeted (possibly long-, or short-term) approach, as in target audience, for example. I do not know what OPCVM stands for, but you do not seem to be focusing on this, so I figure you already know it.

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Note added at 32 mins (2020-05-15 10:09:08 GMT)
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Sorry, there is a typo in the acronym. Should be O.P.C.V.M. as per the original.

Example sentence(s):
  • passive investment approaches ...and particularly target management, which is based on investment in a single fund (see above).

    https://previssima.fr/lexique/gestion-par-horizon-634.html
Saro Nova
Canada
Specializes in field
Native speaker of: English
PRO pts in category: 8

Peer comments on this answer (and responses from the answerer)
neutral  philgoddard: "Horizon" has a specific meaning in investment. Also, it doesn't say "fiscal".
1 hr
  -> If you read the notes, HORIZON is addressed. FISCAL is an alternative option, depending on the context.
neutral  AllegroTrans: OPVCM isn’t difficult to find!
10 hrs
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4 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
LA GESTION FINANCIERE PAR HORIZON EN O.P.C.V.M
the financial management by prospects at O.P.C.V.M.


Explanation:
I don't know what the abbreviation 'OPVCM' stands for either but it looks like the abbreviated name of a pensions company. I checked horizon in my dictionary and 'prospect' is one possible translation from French.

Example sentence(s):
  • l'horizon économique du pays
  • the country's economic prospects
Lisa Rosengard
United Kingdom
Local time: 13:04
Works in field
Native speaker of: English

Peer comments on this answer (and responses from the answerer)
neutral  AllegroTrans: OPCVM is a type of investment vehicle which would need the English acronyym and 'en' doesn't mean 'at' in this sentence
7 hrs
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4 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +2
par horizon
for each horizon


Explanation:
Jane has confirmed in the discussion box that she knows what the rest of the sentence means. For what it's worth, OPCVM is UCITS in English.

http://corporatefinanceinstitute.com/resources/knowledge/tra...

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Note added at 4 hrs (2020-05-15 14:13:05 GMT)
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Undertaking for collective investment in transferable securities. It's a kind of investment fund.

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Note added at 4 hrs (2020-05-15 14:15:10 GMT)
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My reference says:
Investment horizon is a term used to identify the length of time an investor is aiming to maintain their portfolio before selling their securities for a profit.

philgoddard
United States
Specializes in field
Native speaker of: English
PRO pts in category: 253

Peer comments on this answer (and responses from the answerer)
agree  EirTranslations
3 hrs
agree  AllegroTrans
6 hrs
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