FIBO 金融概念语义字典 (Financial Ontology Dictionary)
EDMC FIBO (Financial Industry Business Ontology) 国际标准概念词条与 AIP 业务模型严格映射
实时来源：EDMC Council FIBO Release 2026.Q1 + AIP Semantic Registry截至：2026-08-25降级：L0_REALTIME
FBC (Business Concepts)owl:Class
FinancialInstrument
A contract that gives rise to a financial asset of one entity and a financial liability or equity instrument of another entity.
AIP 系统内实体映射:PortfolioHolding / Security / Bond
https://spec.edmcouncil.org/fibo/ontology/FBC/FinancialInstruments/Instrument/FinancialInstrumentFND (Foundations)owl:Class
Portfolio
An investment collection of assets held by an investment company, institution, or individual.
AIP 系统内实体映射:PortfolioHolding / AA Allocation
https://spec.edmcouncil.org/fibo/ontology/FND/Arrangements/Arrangements/PortfolioSEC (Securities)owl:Class
EquitySecurity
A security that represents an ownership interest in an equity issuer (e.g. Common Stock, Preferred Stock).
AIP 系统内实体映射:SmartStockSelection / Company
https://spec.edmcouncil.org/fibo/ontology/SEC/Equities/EquityInstruments/EquitySecuritySEC (Securities)owl:Class
DebtInstrument
A financial instrument that embodies a debt obligation, such as a bond, note, or debenture.
AIP 系统内实体映射:US Treasury / Sovereign Yield Curve
https://spec.edmcouncil.org/fibo/ontology/SEC/Debt/DebtInstruments/DebtInstrumentMD (Market Data)owl:Class
InvestmentStrategy
A plan designed to achieve a return that is consistent with the investor's risk appetite.
AIP 系统内实体映射:Black-Litterman / Risk Parity
https://spec.edmcouncil.org/fibo/ontology/MD/TemporalCore/InvestmentStrategyQVR (Quant & Risk)owl:Class
ValueAtRisk
A statistical measure of the maximum potential loss over a specific time period at a given confidence level.
AIP 系统内实体映射:RM VaR 95% / 99% & CVaR
https://spec.edmcouncil.org/fibo/ontology/QVR/RiskManagement/ValueAtRisk