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Ing. Theophilus Sakyiamah Atuah

Master's thesis

Portfolio modelling using the goals based investment approach

Portfolio modelling using the goals based investment approach
Abstract:
This thesis constructed a portfolio using the goals based investment approach. The study used 10 historical assets prices spanning from April 12th, 2010, to March 12th, 2022. The study employed the goal-based investment approach to allocate resource across four mental accounts (subportfolio). In applying the goal-based framework, a case study was presented which was indicative of the numerous challenges …more
Abstract:
This thesis constructed a portfolio using the goals based investment approach. The study used 10 historical assets prices spanning from April 12th, 2010, to March 12th, 2022. The study employed the goal-based investment approach to allocate resource across four mental accounts (subportfolio). In applying the goal-based framework, a case study was presented which was indicative of the numerous challenges …more
 

Keywords

Goal based investing portfolio theory mental account utility theory portfolio optimization
 
Language used: English
Date on which the thesis was submitted / produced: 13. 5. 2022
Identifier: https://is.muni.cz/th/y8boy/

Thesis defence

  • Date of defence: 22. 6. 2022
  • Supervisor: Ing. Luděk Benada, Ph.D.
  • Reader: Ing. Lukáš Marek

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Institution archiving the thesis and making it accessible: Masarykova univerzita, Ekonomicko-správní fakulta
Složka Reference to the local database directory of the institution

Masaryk University

Faculty of Economics and Administration

Master programme / field:
Finance / Finance

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