benchmark parameter

French translation: paramètre de référence

08:05 Oct 10, 2013
English to French translations [PRO]
Bus/Financial - Finance (general) / Document d'information pour les investisseurs
English term or phrase: benchmark parameter
The characteristics of the management are represented by:

a) the types of financial instruments that may constitute objects of investment, and the risks associated therewith;

b) the types of transactions that may be executed on the aforesaid instruments and assets;

c) the possible use of financial leverage;

d) the benchmark parameter, if significant, with which the return on the client’s portfolio is compared;
Marion Delarue
France
Local time: 01:35
French translation:paramètre de référence
Explanation:
-
Selected response from:

Victor Santos
France
Local time: 01:35
Grading comment
Selected automatically based on peer agreement.
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +2paramètre de référence
Victor Santos
5 +1La performance de l'indice de référence, le cas échéant, ...
Joëlle Bouille
4paramètre d'indices de référence
Katia CULOT


  

Answers


2 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +2
paramètre de référence


Explanation:
-

Victor Santos
France
Local time: 01:35
Specializes in field
Native speaker of: Native in FrenchFrench, Native in PortuguesePortuguese
PRO pts in category: 885
Grading comment
Selected automatically based on peer agreement.

Peer comments on this answer (and responses from the answerer)
agree  kashew: Concise
2 hrs

agree  C. Tougas
2 hrs
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52 mins   confidence: Answerer confidence 5/5 peer agreement (net): +1
The benchmark parameter, if significant, ...
La performance de l'indice de référence, le cas échéant, ...


Explanation:
D'après le contexte suivant (votre texte source, Marion, figure au haut de la page 7) :

http://www.generali-investments-europe.com/content/getattach...

Et si l'on prend en compte le texte de la page 9, sous l'intitulé "Benchmark parameter" :

"The benchmark parameter, if present, merely constitutes an indicative element in the risk/return profile of the portfolio managed or the Fund, useful for comparing the results obtained in the management activities."

Il me semble que "The benchmark parameter, if significant, ..." est mal tourné et signifie simplement "L'indice de référence, le cas échéant, ...", le texte ci-dessous indiquant clairement qu'il n'y a pas recours systématique à la gestion indicielle.

Et lorsqu'il y a bien recours à un indice de référence, évidemment qu'il est "significatif" !!!

Donc :

d) the benchmark parameter, if significant, with which the return on the client’s portfolio is compared;
>>>
La performance de l'indice de référence, le cas échéant, avec laquelle celle du portefeuille du client sera comparée.

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Note added at 55 mins (2013-10-10 09:00:03 GMT)
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Erratum : ... le texte ci-dessus ...

Joëlle Bouille
France
Local time: 01:35
Works in field
Native speaker of: French
PRO pts in category: 151

Peer comments on this answer (and responses from the answerer)
agree  GILLES MEUNIER
22 mins
  -> Merci, Gilou :)
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26 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5
paramètre d'indices de référence


Explanation:
..

--------------------------------------------------
Note added at 1 hr (2013-10-10 09:20:01 GMT)
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plus précisément, puisqu'il faut tenir compte du contexte (une liste) "la prise en compte d'indices de référence..."

Katia CULOT
France
Specializes in field
Native speaker of: French
PRO pts in category: 4
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