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Title:INDIVIDUALNO UPRAVLJANJE PREMOŽENJA - PRIMERJAVA MED BANKO IN BORZNOPOSREDNIŠKO HIŠO
Authors:Brdnik, Katja (Author)
Oplotnik, Žan Jan (Mentor) More about this mentor... New window
Files:.pdf MAG_Brdnik_Katja_2011.pdf (689,12 KB)
MD5: E2B7370F56D173801AC5EE6C12EDE85C
 
Language:Slovenian
Work type:Master's thesis/paper (mb22)
Organization:EPF - Faculty of Business and Economics
Abstract:Vlagatelji lahko na trgu finančnih storitev izbirajo med različnimi investicijskimi priložnostmi. Upravljanje premoženja je ena izmed možnosti, ki je v razvitih državah zaradi svoje dostopnosti in številnih prednosti, postala vodilna investicijska storitev za vse zahtevne investitorje. Banke ali borzno posredniške hiše, ki ponujajo storitve individualnega upravljanja premoženja ciljajo tako na fizične kot pravne osebe, ki imajo večji znesek denarja, namenjenega vlaganju v vrednostne papirje, vendar pa za to nimajo potrebnega znanja, časa ali informacij. Storitev je primerna za tiste, ki si želijo več, kot ponujajo standardizirane ponudbe o borznem posredovanju, jih ni strah nekoliko večjega tveganja ter so pripravljeni ob uspešnem upravljanju del donosa plačati banki ali borzno posredniški hiši. Od tu naprej je skrb za denar investitorjev na ramenih upravljavcev premoženja. Ti se v imenu svojih strank odločajo o nakupih in prodajah vrednostnih papirjev, s ciljem doseči ob danem tveganju čim večji donos. Zavedati se je potrebno, da vsaka naložba nosi določeno tveganje, saj je nemogoče s popolno verjetnostjo predvideti, ali se bodo pričakovanja glede izbrane naložbe uresničila ali ne. Tveganje pri investicijah pomeni, da doseženi donos naložbe ne bo enak pričakovanemu. Delnice so praviloma bolj tvegane od obveznic, glede na vlagateljev profil, ki pokaže kako naklonjen je vlagatelj tveganju in kakšne donose želi, pa se upravljavec odloči kam bo vložil njegov denar.
Keywords:Individualno upravljanje, banka, borzno posredniška hiša, tveganje, donos, portfelj.
Year of publishing:2011
Publisher:[K. Brdnik]
Source:Maribor
UDC:336.74
COBISS_ID:10919452 New window
NUK URN:URN:SI:UM:DK:DAA7SWVK
Views:1622
Downloads:151
Metadata:XML RDF-CHPDL DC-XML DC-RDF
Categories:EPF
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Secondary language

Language:English
Title:Individual asset management - a comparison between the bank and brokerage house
Abstract:On the financial services market, investors can choose between different investment opportunities. Asset management is one of the options, that has became leading investment service for advanced investors in developed countries because of its accessibility and the numerous advantages. Banks or brokerage houses that offer individual asset management services target both individual clients and corporate clients that have a greater amount of money to invest in securities, but do not have necessary knowledge, time or information. The service is suitable for those who want more than included in a standardized offer of brokerage house, and those who are not afraid of a bit more risk and have been willing to pay the bank or brokerage house its share or part of the profit respectively for the successful management. Further on, money managers are responsible for investors’ money. On behalf of their customers, they decide on purchases and sales of securities, with the aim to achieve maximum profit at a given risk. One has bear in mind that every investment carries also certain risk, because it is impossible to foresee in certain if the expectations of the investment are going to be realized or not. Investment risk means that the achieved profit of investment is not equal to the expected profit. Securities are as a rule more risky than bonds, but while deciding on where to invest the money manager has to consider also investor's profile that shows how much the investor is willing to risk and what profit he or she expects.
Keywords:Individual asset management, bank, brokerage hous, risk, return / yield, portfolio.


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