Finance and Funds

Core satellite

0219-en WI200 Financial Management As of 11.07.2026


The centre of the investment is the core, which generates the beta. This is engendered by cost-effective instruments, as the annual costs weigh heavy on long-term investors. Only investments which generate alpha are chosen as satellites.

Deutsch

Core-Satellite 0219-de

Im Zentrum der Anlage ist das Core, welches das Beta generiert. Dies geschieht mit kosteneffizienten Instrumenten, da die jährlichen Kosten für langfristige Investoren ins Gewicht fallen. Als Satellite werden Anlagen gewählt, die ein Alpha generieren.

Suggested citation

Core satellite (0219-en), in: LAWPEDIA®-Glossar, provided by LAWCONSULT AG, www.lawconsult.ch/lawpedia/en/core-satellite, as of: 11.07.2026 [accessed on ].

The entries in the LAWPEDIA® glossary serve general information purposes and do not constitute legal advice. Despite careful preparation, LAWCONSULT AG accepts no liability for the accuracy, completeness or timeliness of the information.

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