Portfolio Selection of A Wealth Management Customer of C Bank

• Main Authors: Pei-Men Shen, 沈佩旻
• Other Authors: Guang-Di Chang
• Format: Others
• Language: zh-TW
• Published: 2018
• Online Access: http://ndltd.ncl.edu.tw/handle/4p6zpm

碩士 === 國立臺灣科技大學 === 財務金融研究所 === 106 === Since the end of 2016, President Lin started to worry about his financial allocation and plans. The major investment models in those years of the President Lin are base on real estate investment and saving insurance. However, the weakness of the US dollar and real estate market in those years make President Lin need to reconsider about his own investment methods and contents. The financial products of Bank can be classified as fixed deposits, funds, structured products, overseas bonds, and foreign ETFs. How the President Lin can use these products to adjust his different financial allocations to ensure that the funds can maintain liquidity and safety but also have a good rate of return? This paper will provide three different investment model allocations. Using of different characteristics of financial products to adjust the proportion of funds and the length of investment time achieve to President Lin’s three major requirements: low capital risk, high liquidity, and acceptable rate.