Glossary · Portfolio operations

Asset class

An asset class is a category of investment with broadly similar characteristics — equity, fixed income, cash, real assets — used as the top level of allocation.

Classification looks trivial and is not. Whether money market holdings count as cash or as an investment changes the reported cash position, and firms differ.

Questions this did not answer? Ask them directly — that is what the twenty minutes is for.

Schedule a call to see for yourself Call 888-GET-UXWP