This thesis deals with the investment strategy and the level of risk when investing in mutual funds under the investment advisory and fund sales through bank ČSOB as their evaluation and analysis, harmony between the investment profile of the client, the investment class fund recommendations and the level of investment risk associated with investing in mutual funds. ČSOB Inc. the banksinsurance companies, ranks among the most important and biggest financial advisory group in the Czech Republic, including sophisticated investment advice. The theoretical part describes the different investment theories, recommendations, tools, processes, methods and approach the investment adviser and the client. It summarizes and compares the most important investment concepts and theories. Synthesis methods are used, comparison and compilation and are set hypotheses. The practical part is focused on the exploration of the current investment advice, strategies and risks associated with investing, investment comparison questionnaires, according to the investment class client and follow specific investment. Furthermore, the practical part deals with the answer to the hypothesis, evaluation questionnaire, its analysis and mutual comparison with the advice of the Investment Advisor, client response and compliance with the investments made. The work focuses on the evaluation of the currently selected system for the evaluation and recommendation with respect to investment risk, profitability, volatility and portfolio diversification. The work takes into account the investment instruments used, clients motivational processes leading to the realization of investments and especially the willingness of risk-taking investor in accordance with the banking system, evaluation and approach a bank for investment advice. The purpose of this work is to establish a system for achieving the most ideal point system that determines the final investment profile of the client in relation to the risk and return on investment. Determine the extent of boundary inclusion of individual investors and investment products into product classes, understand the needs of clients, their incentives, motivation and subsequent to determine, if possible, what the best investment and advisory structure with regard to the risk of the investment. Potential investors, but also but also investment advisors, this work should help better orientate the very investment advice and help to accurately determine their investment profile in relation to the investment classes of products and determine the strategy that will truly respond to the needs of investors for the purpose of what best assessment with an acceptable risk.
| Identifer | oai:union.ndltd.org:nusl.cz/oai:invenio.nusl.cz:260018 |
| Date | January 2016 |
| Creators | Jelínek, Václav |
| Contributors | Hricová, Daniela, Olga, Olga |
| Publisher | Česká zemědělská univerzita v Praze |
| Source Sets | Czech ETDs |
| Language | Czech |
| Detected Language | English |
| Type | info:eu-repo/semantics/masterThesis |
| Rights | info:eu-repo/semantics/restrictedAccess |
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