Gestione patrimoniale e asset allocation
Objectives:
Knowing how to deal consciously with financial professionals and their services
To be able to identify the best solutions for the administration of personal and/or inherited assets
Lecturer: Laurent Frésard, Professor of Finance at the Università della Svizzera Italiana (USI) and the Swiss Finance Institute (SFI)
Contenuti:
- Modern wealth management (vs. classic investment advice)
- Me as an investor:
Risk profile
Investment horizon
Advantages and disadvantages of “do-it-yourself” investments
- Importance of financial planning
- Practice: practical case on portfolio construction
INFORMATION: the lesson will be in English