Aluno: Elisa Bello
Resumo
This Investment Policy Statement outlines the investment strategy designed for Mr. Massimo Valeriano, a Brazilian citizen residing in Switzerland. The portfolio's objective is to achieve an annual target rate of return of 9.58% over a 25-year period, starting with an initial investment of 250,000 CHF, with the ultimate goal of reaching 1,500,000 CHF for his retirement. The asset allocation strategy emphasizes equity, evenly distributed between Swiss and Brazilian stocks, aligning with the client's high-risk tolerance. Central to this approach is the value investing philosophy, utilizing automated Python scripts and established financial literature to identify undervalued yet financially robust companies. This strategy is well-suited for capturing long-term growth potential. Additionally, a comprehensive risk assessment evaluates qualitative risks, while a Monte Carlo simulation is employed to model various potential outcomes for the investment strategy. These combined elements form a robust framework tailored to the client's objectives and risk profile.
Trabalho final de Mestrado