Návrh portfolia cenných papírů vybraných klientů

Abstract

The bachelor thesis focuses on the project of personal securtities portfolio for selected clients. The thesis is divided into two parts. In the first part are explained theoretical concepts. The second part is focused on practical compilation of a financial strategy and of a financial plan. The result of the thesis is the project of securities portfolios for real clients.

Description

Subject(s)

Financial plan, financial product, investment product, financial strategy, securtities portfolio, client, characteristic

Citation