EVALUASI PORTOFOLIO BERDASARKAN RISK TOLERANCE PADA BAPAK SUGIHARTO

• المؤلفون الرئيسيون: , Arie Yudhistira, , Prof. Dr. Eduardus Tandelilin, MBA, CWM
• التنسيق: Theses and Dissertations NonPeerReviewed
• منشور في: [Yogyakarta] : Universitas Gadjah Mada 2012
• الموضوعات: ETD
• الوصول للمادة أونلاين: 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

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.