Glossary entry

Spanish term or phrase:

objetivos patrimoniales

English translation:

a growth-based strategy

Added to glossary by philgoddard
Apr 1, 2012 15:17
12 yrs ago
3 viewers *
Spanish term

objetivos patrimoniales

Spanish to English Bus/Financial Finance (general) investment
El inversionista ideal para este fondo es aquél que busca incrementar el rendimiento de su portafolio en un horizonte de mediano plazo (de 6 a 12 meses) y que tiene objetivos patrimoniales para su estrategia de inversión.
Change log

Apr 10, 2012 14:59: philgoddard Created KOG entry

Proposed translations

+1
3 hrs
Selected

a growth-based strategy

Investment has two main objectives: growth and/or income. In this case, it's the former: to increase the value of the assets you hold. So I suggest that you translate "que tiene objetivos patrimoniales para su estrategia de inversión" as 'is pursuing a growth-based strategy".
Peer comment(s):

agree James A. Walsh : Absolutely!
3 mins
neutral Edward Tully : Obviously all investors want growth - the meaning here is that the ideal investor has specific medium-term goals//Income depends on growth/performance; this is a text about the fixed return of a medium-term investment portfolio.
28 mins
Some low-risk investors (eg retired people) want income more than growth.
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3 KudoZ points awarded for this answer. Comment: "thx"
-1
13 mins

patrimonial objectives / assets objectives

My interpretation
Peer comment(s):

disagree AllegroTrans : "patrimonial" in this context is a false friend & is not used in English; assets objectives makes very little sense and is not natural-sounding English
59 mins
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22 mins

equity objectives / goals / targets

Una opción
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1 hr

property goals/objectives

Another option. I think "patrimonio" refers to a person's real and personal assets.

I would say something like, "... and who have specific property goals in mind when planning their investment strategy".

As an investor or developer, setting the correct property goals is key to your success.

The truth is we all have goals in someway, even if we don't speak them out loud. Our minds race with different goals all the time and some goals are stored away in a special place in hope that one day they will be achieved.

http://www.investment-property-guru.com/property-goals.html

With that said, the importance of property in terms of cost and the problems with liquidity that property offers, means it is crucial that a business understands its strategic property objectives.

http://www.ridleythaw.co.uk/strategic_property.php5

property n. anything that is owned by a person or entity. Property is divided into two types: "real property" which is any interest in land, real estate, growing plants or the improvements on it, and "personal property" (sometimes called "personalty") which is everything else.

http://legal-dictionary.thefreedictionary.com/property
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+1
1 hr

asset portfolio objectives

portfolio objectives - Traducción al español – Linguee www.linguee.es/ingles-espanol/traduccion/portfolio objectiv... caché
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your asset portfolio objectives. trend-finance.ch. trend-finance.ch. de sus objetivos patrimoniales. trend-finance.ch. trend-finance.ch. thumb up thumb down ...

Our services - Trend Finance Asset Management www.trend-finance.ch/en/service.htmlEn caché - Traducir esta página
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Analysing and optimising your asset portfolio objectives. Providing instant and constant liquid assets to meet your demands. Assigning your account to a fiscal ...

Mark Metz | LinkedIn www.linkedin.com/pub/mark-metz/12/9a5/656En caché - Traducir esta página
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Houston, Texas Area - Senior Landman at Oasis Petroleum LLC

Network within industry to expose company to opportunities that fit the Onshore business development and asset portfolio objectives. • Coordinate with asset ...

[PDF]
Producing Opportunities www.orvana.com/investors/financials/.../11-ar.pd... - Traducir esta página
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Formato de archivo: PDF/Adobe Acrobat - Vista rápida
that may fit with its mine development and operating expertise as well as its asset portfolio objectives. The El Valle-Boinás/Carlés Mine (“EVBC”). Through its ...

[PDF]
INVESTOR NEWS ENTERGY REPORTS SECOND QUARTER ... investor.shareholder.com/.../releasedetail.cfm?... - Traducir esta página
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2 Aug 2011 – “The Utility business continued on track to achieve its asset portfolio objectives with regulatory filings for a new. 550-megawatt combined-cycle ...


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Note added at 7 hrs (2012-04-01 23:09:30 GMT)
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"philgoddard" seems to be confused about the contents of a portfolio; they are shares that represent assets for the investor, not assets in themselves. As I stated in my comment to him, this text refers to ideal investors having specific goals (i.e. a certain percentage return) on their medium-term investment.
Peer comment(s):

agree AllegroTrans
10 mins
many thanks! ;-)
neutral philgoddard : I agree that this is the literal translation, but I don't think it makes much sense here: all portfolios have objectives. Also, 'asset portfolio" is a tautology, because portfolios consist of assets.
2 hrs
1) This is not a literal translation, 2) "asset portfolio" is not tautology because portfolios consist of shares/investments.
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23 hrs

asset-building objectives

Nearly 3,000 Google hits.
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