Essays about: "Finansiell rådgivning"

Found 5 essays containing the words Finansiell rådgivning.

  1. 1. Bankens roll vid generationsskifte av skogsfastigheter : en studie av intressenters tjänstebehov

    University essay from SLU/Dept. of Forest Economics

    Author : Alice Sjölund; [2023]
    Keywords : fallstudie; fastighetsöverlåtelse; finansiell rådgivning; relationsmarknadsföring; semistrukturerade intervjuer; tjänstekvalitet;

    Abstract : Sveriges totala landareal består av cirka 28 miljoner hektar skogsmark. Tillsammans äger cirka 311 000 privata skogsägare drygt 50 procent av den svenska skogsarealen. Ägarbyten bland dessa skogsfastigheter sker kontinuerligt. READ MORE

  3. 2. Upplevda risker och riskhantering hos svenska lantbruksföretag : en kvalitativ intervjustudie om spannmåls- och grönsaksproducenters upplevda risker, riskhanteringsprocess och support

    University essay from SLU/Dept. of Biosystems and Technology (from 130101)

    Author : Emil Hermansson; Oskar Olsson; [2023]
    Keywords : Risk; riskhantering; riskhanteringsprocess; support; rådgivning; spannmålsproducenter; grönsaksproducenter;

    Abstract : Det svenska lantbruket har under de senaste åren utsatts för flera utmaningar. Torka, en pandemi och krig är inget som den svenska lantbrukarkåren har någon inverkan på men påverkan mot företagen blir stor. READ MORE

  4. 3. Understanding the Implications of Sustainability Inclusion : A Case Study of the Role of the Financial Advisor and Sustainability

    University essay from KTH/Industriell ekonomi och organisation (Inst.)

    Author : Rebecca Larsson; Linnea Månsson; [2021]
    Keywords : Advisor role; EU action plan on sustainable; fiduciary duty; financial advisor; MiFID II; retail clients; sustainable finance; sustainable investing; sustainability preferences.; Rådgivarrollen; EU:s handlingsplan för hållbar tillväxt; god rådgivningssed; finansiell rådgivare; MiFID II; privatkunder; hållbar ekonomi; hållbara investeringar; hållbarhets-preferenser;

    Abstract : The role of the financial advisor is subject to fiduciary duty, which means that the advisor always should act in the best interest of the client and has traditionally referred to the financial aspects. Finance is now experiencing a revolution, where the concept of sustainable finance is on the agenda of many actors when the sustainability amendments to MiFID II entered into force, as part of the EU Action Plan on Sustainable Finance. READ MORE

  5. 4. The Value of Financial Advisory Services

    University essay from KTH/Industriell Management

    Author : VIKTOR CARLSON; [2018]
    Keywords : Financial Advisory Service; Utility Theory; Asset Allocation; Asset Location; Risk Aversion.; Finansiell rådgivning; nyttofunktion; tillgångsallokering; skattemiljö; riskaversion;

    Abstract : Financial advisory services currently face many challenges such as adapting to regulations, competing against robot advisors and offering qualitative advice. We use a utility function based on the clients' risk preferences and investigated the value added by advisory services. READ MORE

  6. 5. Investigating usefulness of portfolio optimization with respect to prospect utility in financial advisory

    University essay from KTH/Matematisk statistik

    Author : William Brink; Christopher Furu; [2017]
    Keywords : ;

    Abstract : In this paper we derive and analyze the usefulness of a prospect theory based model for selecting optimal portfolios with respect to multiple investment goals. The focus is to determine whether or not the model would be suitable for the advisory process by investigating the result given by the optimal portfolio values and proportion in risky assets in continuous time. READ MORE