ANALISIS PENGELOLAAN DANA PENSIUN DAN PENDISTRIBUSIAN HAK WARIS HNWI Studi Kasus pada Klien X
Indonesia has good prospects for the financial services sector businesses such as wealth management which began to emerge at the beginning of the 2000s. Wealth Management is derived from science of finance, it offers very interesting financial management service to answer the needs of the users and...
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| Main Authors: | , |
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| 格式: | Theses and Dissertations NonPeerReviewed |
| 出版: |
[Yogyakarta] : Universitas Gadjah Mada
2012
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| 主題: | |
| 在線閱讀: | https://repository.ugm.ac.id/99713/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=55853 |
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| 總結: | Indonesia has good prospects for the financial services sector businesses
such as wealth management which began to emerge at the beginning of the 2000s.
Wealth Management is derived from science of finance, it offers very interesting
financial management service to answer the needs of the users and one of them is
HNWIs (High Net worth Individuals) with minimum net worth US$1 million and
maximum net worth US$30 millions. The third pillar Wealth Management learns
how to deal with transitions or retirements with an allocation of assets which held
by HNWIs and distribute assets to heirs. The purpose of this study was to
determine the client's risk profile based on risk tolerance in order to find the right
investment instruments to client, to analyze client�s portfolio and to provide
alternative solutions to client problems in which related to the preparation of
pension funds. This study also to analyze client�s assets that can be allocated for
distribution to heirs.
This research used single case study that require a client as object of
research. The case study taken from a family included in the category of high net
worth individuals. The author intends to anylize financial and risk profile of the
client, so that author can provide the best recommendation for their retirement
plan. The author used these steps for analyse techniques: client profiling, financial
statement analysis, create a pension plan by calculate pension funds using
expenses method and sensitivity analysis with two scenarios.
The results of this research indicate that changes in client�s investment
portfolio, which described in scenario II, would be the right choice for retirement
planning and distribution of client assets. |
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