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05:33 Oct 7, 2016 |
English to French translations [PRO] Bus/Financial - Investment / Securities | |||||||
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| Selected response from: Robin Dufaye France Local time: 05:06 | ||||||
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Summary of answers provided | ||||
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3 +1 | Procédure de recensement des fonds |
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Summary of reference entries provided | |||
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définition en anglais |
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funds mapping procedure Procédure de recensement des fonds Explanation: Il ne s'agit que d'une guggestion. Je pense que « recensement » convient mieux que « mappage » ou « cartographie » -------------------------------------------------- Note added at 4 mins (2016-10-07 05:37:58 GMT) -------------------------------------------------- suggestion* |
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7 hrs |
Reference: définition en anglais Reference information: C'est une procédure de recherche d'équivalences pour transférer des actifs d'un fonds clôturé ou abandonné vers un nouveau, je dirais correspondance mais je n'ai pas de référence financières françaises: http://www.upstate.edu/hr/document/rf_tiaacref_faq.pdf What do the terms “map” and “mapping” mean? The terms “map” and “mapping” refer to a financial industry standard method of transferring assets from one investment provider or investment option to another in a retirement plan conversion. This process begins by analyzing the investment funds from which assets are being transferred and determining the investment categories for these funds by using information from an independent party such as Morningstar, Inc. The next step is finding a fund on the new menu that is in the same or similar category as the closing fund on the previous menu. The assets are then transferred, or “mapped,” from the closing fund to the similar fund on the new menu. |
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