Usually refers to recommendation that leads an investor to reduce their investment in a particular security or asset class. The reduction is usually with respect to a benchmark. Suppose that U. S. Equities compose 40% of the benchmark portfolio. If one thinks the U. S. Will underperform, the investor may reduce the exposure to U. S. Equity to less than 40%.
Barry Goldsmith
| APA | Barry Goldsmith. (2010). underweight. Retrieved September 21, 2026, from http://smartdefine.org/underweight/definitions/1165845 |
| Chicago | Barry Goldsmith. 2010. "underweight" http://smartdefine.org/underweight/definitions/1165845 (accessed September 21, 2026). |
| Harvard | Barry Goldsmith 2010, underweight, Smart Define, viewed 21 September, 2026, <http://smartdefine.org/underweight/definitions/1165845>. |
| MLA | Barry Goldsmith. "underweight" 21 October 2010. Web. 21 September 2026. <http://smartdefine.org/underweight/definitions/1165845> |