Evaluasi Manajemen Portofolio Aset Kekayaan Bapak Ahmad
| Main Authors: | , Hutomo Rusdianto, , Prof. Dr. Tandelilin Eduardus, M.B.A. |
|---|---|
| Format: | Thesis NonPeerReviewed |
| Terbitan: |
[Yogyakarta] : Universitas Gadjah Mada
, 2013
|
| Subjects: | |
| Online Access: |
https://repository.ugm.ac.id/119123/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=59115 |
| ctrlnum |
119123 |
|---|---|
| fullrecord |
<?xml version="1.0"?>
<dc schemaLocation="http://www.openarchives.org/OAI/2.0/oai_dc/ http://www.openarchives.org/OAI/2.0/oai_dc.xsd"><relation>https://repository.ugm.ac.id/119123/</relation><title>Evaluasi Manajemen Portofolio Aset Kekayaan Bapak Ahmad</title><creator>, Hutomo Rusdianto</creator><creator>, Prof. Dr. Tandelilin Eduardus, M.B.A.</creator><subject>ETD</subject><description>This thesis is a study to manage wealth of High Net Worth Individuals
(HNWI) in the family of Mr. Ahmad. This thesis discusses the client profile based
on the type of risk-taking, evaluate portfolio asset allocation of wealth and
formulate alternative solutions for client based on the pillars contained in the
Wealth Management.
Client in this thesis is 57 years old and works as a director at a private
plantation companies. The first client financial goal is to diversify assets in order
to minimize the risk of investment. The second, the client wants to increase cash
flow and to increase the number of entry of liquid assets. The third, the client
wanted to prepare for the cost of his son's wedding. Recommendations are given
to clients by providing two alternative scenarios according to risk tolerance.
The results obtained from these two scenarios are that first scenario can
increase the wealth by Rp 1,129,818,000 and second scenario can increase client
wealth by Rp 1,246,435,500. Both these scenarios have their advantages and
disadvantages of each. The second difference lies in the selection of scenarios of
investment instruments, so as to provide a wealth of different clients.
After seeing the results of scenario one and scenario two, the client chose
scenario two as a portfolio. Scenario two was chosen by the client to the
consideration of the level of risk in any investment instrument and the results
obtained.</description><publisher>[Yogyakarta] : Universitas Gadjah Mada</publisher><date>2013</date><type>Thesis:Thesis</type><type>PeerReview:NonPeerReviewed</type><identifier> , Hutomo Rusdianto and , Prof. Dr. Tandelilin Eduardus, M.B.A. (2013) Evaluasi Manajemen Portofolio Aset Kekayaan Bapak Ahmad. UNSPECIFIED thesis, UNSPECIFIED. </identifier><relation>http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=59115</relation><recordID>119123</recordID></dc>
|
| format |
Thesis:Thesis Thesis PeerReview:NonPeerReviewed PeerReview |
| author |
, Hutomo Rusdianto , Prof. Dr. Tandelilin Eduardus, M.B.A. |
| title |
Evaluasi Manajemen Portofolio Aset Kekayaan Bapak Ahmad |
| publisher |
[Yogyakarta] : Universitas Gadjah Mada |
| publishDate |
2013 |
| topic |
ETD |
| url |
https://repository.ugm.ac.id/119123/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=59115 |
| contents |
This thesis is a study to manage wealth of High Net Worth Individuals
(HNWI) in the family of Mr. Ahmad. This thesis discusses the client profile based
on the type of risk-taking, evaluate portfolio asset allocation of wealth and
formulate alternative solutions for client based on the pillars contained in the
Wealth Management.
Client in this thesis is 57 years old and works as a director at a private
plantation companies. The first client financial goal is to diversify assets in order
to minimize the risk of investment. The second, the client wants to increase cash
flow and to increase the number of entry of liquid assets. The third, the client
wanted to prepare for the cost of his son's wedding. Recommendations are given
to clients by providing two alternative scenarios according to risk tolerance.
The results obtained from these two scenarios are that first scenario can
increase the wealth by Rp 1,129,818,000 and second scenario can increase client
wealth by Rp 1,246,435,500. Both these scenarios have their advantages and
disadvantages of each. The second difference lies in the selection of scenarios of
investment instruments, so as to provide a wealth of different clients.
After seeing the results of scenario one and scenario two, the client chose
scenario two as a portfolio. Scenario two was chosen by the client to the
consideration of the level of risk in any investment instrument and the results
obtained. |
| id |
IOS2744.119123 |
| institution |
Universitas Gadjah Mada |
| institution_id |
19 |
| institution_type |
library:university library |
| library |
Perpustakaan Pusat Universitas Gadjah Mada |
| library_id |
488 |
| collection |
UGM Repository |
| repository_id |
2744 |
| subject_area |
Karya Umum |
| city |
SLEMAN |
| province |
DAERAH ISTIMEWA YOGYAKARTA |
| repoId |
IOS2744 |
| first_indexed |
2016-09-14T18:30:26Z |
| last_indexed |
2016-09-22T21:44:27Z |
| recordtype |
dc |
| _version_ |
1765816372511637504 |
| score |
17.538404 |