投资案例分析-精品·公开课件.pptVIP

第二次项目 小组成员： Investment objectives 1. Situation Of Finance 2. Objectives And Choices 3. Financial Problems 4. Requirement i=5.77% Risk Tolerance 1. Assessment Of Risk To Bear Ability Assessment of risk tolerance is the mechanism of the combination of qualitative and quantitative customer risk attribute and behavior. 2. Standard A. Conservative: risk tolerance -- low. B. Robust Type: risk tolerance -- medium. C. Positive Type: risk tolerance --.between medium and high D. Aggressive: risk tolerance -- high. Assets allocation 1. Concept Asset allocation refers to the investment