EVALUASI PORTOFOLIO BERDASARKAN RISK TOLERANCE PADA BAPAK SUGIHARTO
This thesis is a research on the client named Mr. Sugiharto (name suppressed), which includes HNWIs (High Net Worth Individuals). The goal of this thesis to evaluate the client's portfolio by identifying risk tolerance and problems that exist in client portfolios, and then managing client�s p...
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| Main Authors: | , |
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| Format: | Theses and Dissertations NonPeerReviewed |
| Published: |
[Yogyakarta] : Universitas Gadjah Mada
2012
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| Subjects: | |
| Online Access: | https://repository.ugm.ac.id/98890/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=54915 |
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| Summary: | This thesis is a research on the client named Mr. Sugiharto (name
suppressed), which includes HNWIs (High Net Worth Individuals). The goal of
this thesis to evaluate the client's portfolio by identifying risk tolerance and
problems that exist in client portfolios, and then managing client�s portfolio by
recommending a portfolio of investment instruments on a client by paying
attention and adjusting risk tolerance or risk tolerance of clients and the risk of
investment instruments are recommended.
The author of this thesis has done this research by collecting client's
personal financial statement data through interviews and client�s risk tolerance
questionnaire. The data gathered was used to analyze and identify problems in
client portfolios. Finally the author recommend the investment instruments and
portfolios that best suited the client's risk tolerance.
Client portfolios management done by the author resulting in increased
client�s total net worth and the amount of cash flow after the author recommend
the two scenarios. The difference between these two scenarios are the amount of
the allocation of funds and investment instruments recommended. |
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