gestion directe v. gestion déléguée

English translation: in house vs. outsourced fund management

07:10 Sep 25, 2020
French to English translations [PRO]
Bus/Financial - Manufacturing
French term or phrase: gestion directe v. gestion déléguée
I know these terms have come up before, but I find the answers rather confusing. The is in the context of asset management, for a group of companies, and a difference is made between "gestion directe" and "gestion déléguée". I know what they mean but am struggling to find two simple terms in English.

thanks
Jane RM
France
Local time: 16:09
English translation:in house vs. outsourced fund management
Explanation:
Here "gestion directe / gestion déléguée" are terms used from the view point of the owner of the assets so:

gestion directe = funds are managed by the owner(s)

gestion déléguée = funds are managed by some third party that was given delegated authority to do it.



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Note added at 7 days (2020-10-02 09:27:41 GMT) Post-grading
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A company with plenty of "funds" to invest - like an insurance company - may well have their own / internal "fund management unit/department".
Selected response from:

Daryo
United Kingdom
Local time: 15:09
Grading comment
thanks
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +1direct management vs. management by delegation
liz askew
3 +1active portfolio management vs. discretionary investment management
Adrian MM.
3 +1in house vs. outsourced fund management
Daryo


Discussion entries: 4





  

Answers


39 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
direct management vs. management by delegation


Explanation:
..

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Note added at 43 mins (2020-09-25 07:53:53 GMT)
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OR

https://the-happy-manager.com/management-style/#:~:text=Auto...

Direct Management [Style]

vs.

Delegative Management [Style]

liz askew
United Kingdom
Local time: 15:09
Native speaker of: Native in EnglishEnglish
PRO pts in category: 31

Peer comments on this answer (and responses from the answerer)
agree  EirTranslations
1 hr

neutral  Michael Grabczan-Grabowski: Your source has more to do with management styles in general and not asset management per se.
8 hrs

neutral  Daryo: there are some similarities, but it's not quite right.
7 days
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3 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
CH etc. > gestion directe v. gestion déléguée
active portfolio management vs. discretionary investment management


Explanation:
Asset management connotes a different tack AmE than BrE: to literal translations,

Example sentence(s):
  • Active asset management involves analyzing market trends, economic and political data, and company specific news.
  • Discretionary investment management is a form of professional investment management in which investments are made on behalf of clients through a variety of securities.

    Reference: http://en.wikipedia.org/wiki/Discretionary_investment_manage...
Adrian MM.
Austria
Native speaker of: Native in EnglishEnglish

Peer comments on this answer (and responses from the answerer)
agree  Michael Grabczan-Grabowski: That works, although you don't think it's a bit of an 'over-translation'? Surely direct and delegated management would work just as well. Not all direct translations are to be avoided.
5 hrs
  -> Thanks and merci. I've tried to interpret the context rather than inadvertently overtranslated.

agree  SafeTex: Very hard to make a call between this and Liz's suggestion but youv'e shown that this is technically the right terms in the investment sector so...
6 hrs
  -> Merci and thanks

disagree  Daryo: in BOTH cases it's someone else's money that's managed => "la gestion directe" is missing.// in this ST "gestion directe" means the company (i.e. a department within ...) is doing the "fund management" NOT some ousiders.
1 day 12 hrs
  -> Of course it's someone else's money that is managed. Active is the direct part that you have in fact reworded as inhouse - one word or hyphenated - in your own answer unsupported by any authorities.
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1 day 16 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
gestion directe vs. gestion déléguée
in house vs. outsourced fund management


Explanation:
Here "gestion directe / gestion déléguée" are terms used from the view point of the owner of the assets so:

gestion directe = funds are managed by the owner(s)

gestion déléguée = funds are managed by some third party that was given delegated authority to do it.



--------------------------------------------------
Note added at 7 days (2020-10-02 09:27:41 GMT) Post-grading
--------------------------------------------------


A company with plenty of "funds" to invest - like an insurance company - may well have their own / internal "fund management unit/department".

Daryo
United Kingdom
Local time: 15:09
Native speaker of: Native in SerbianSerbian, Native in FrenchFrench
PRO pts in category: 20
Grading comment
thanks

Peer comments on this answer (and responses from the answerer)
agree  Francois Boye
23 hrs
  -> Thanks!

neutral  Adrian MM.: Inhouse is one word & you may have got the wrong end of the stick ec.europa.eu/info/funding-tenders/how-eu-funding-works/management-eu-funding_fr Gestion directe La Commission européenne gère le budget ... à son siège, dans les délégations de l’UE ...
5 days
  -> I can't see the link between the "delegations" of the EU (for all practical purposes the "embassies" of the EU / still part of the EU) and the "delegated management" of someone else's funds.
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