Volatilidad y pérdida máxima en una cartera

IE code:
DF2-248
Language:   Spanish
Format:  
PDF
Nr. Of Pages:
7
Academic Area:
Type of publication:
Technical Note

Description

Starts by explaining the meaning of an investment portfolio and moves on to the considerations of a financial advisor must have for an investment proposal, based on the risk profile of the customer. It uses the example of an investment proposal that can be conservative, moderate, dynamic and aggressive. It wraps up with the presentation of the investment proposal, as a previous step for implementation. It also suggests the concept of financial traceability.