Návrh portfolia pro vybrané klienty
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Vysoká škola báňská – Technická univerzita Ostrava
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This bachelor thesis deals with portfolio design for selected clients. The theoretical part will introduce the principles of investing, possible investment strategies and selected investment products.
The aim of the practical part is to evaluate the asset and financial situation of the clients and then to design a specific portfolio. Investment objectives will be taken into account and subsequently an investment horizon will be set. Insurance, savings and investment products will be used to construct the portfolio.
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Investment portfolio, investment products, insurance products, investment strategy, future value of annuity