TRABALHOS DE FIM DE CURSO @PUC-Rio
| Título: | RELATIONSHIP BETWEEN THE INVESTMENT PORTFOLIO AND THE INVESTOR RISK PROFILE | ||||||||||||
| Autor(es): |
MARIA CLARA DE OLIVEIRA MORAES |
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| Colaborador(es): |
LIANA RIBEIRO DOS SANTOS - Orientador |
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| Catalogação: | 01/MAR/2021 | Língua(s): | PORTUGUESE - BRAZIL |
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| Tipo: | TEXT | Subtipo: | SENIOR PROJECT | ||||||||||
| Notas: |
[pt] Todos os dados constantes dos documentos são de inteira responsabilidade de seus autores. Os dados utilizados nas descrições dos documentos estão em conformidade com os sistemas da administração da PUC-Rio. [en] All data contained in the documents are the sole responsibility of the authors. The data used in the descriptions of the documents are in conformity with the systems of the administration of PUC-Rio. |
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| Referência(s): |
[pt] https://www.maxwell.vrac.puc-rio.br/projetosEspeciais/TFCs/consultas/conteudo.php?strSecao=resultado&nrSeq=51644@1 [en] https://www.maxwell.vrac.puc-rio.br/projetosEspeciais/TFCs/consultas/conteudo.php?strSecao=resultado&nrSeq=51644@2 |
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| DOI: | https://doi.org/10.17771/PUCRio.acad.51644 | ||||||||||||
| Resumo: | |||||||||||||
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This study aimed to verify the relation between the composition of the investment portfolio of investors and their risk profile. For this, a survey was conducted with 150 respondents where the responses were submitted to a metric used by Banco do Brasil to identify the profile of the respondent between Conservative, Moderate and Aggressive. At the end of the survey, the respondent declared the composition in percentages of his investment portfolio among the main financial products. In parallel, an average of the investment portfolios suggested by Financial Institutions was made for each risk profile to then compare the results. The main conclusion was that investors in Conservative, Moderate and Aggressive groups have more assets considered to be more risky than suggested for their profile by Financial Institutions.
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