What is the process of securities investment decision-making?
What is the process of securities investment decision-making?
发布时间：2025-02-22 17:29:59
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答案：【计分规则】: （1）Customer Analysis. Understand investors' risk preferences and
establish investment policies. （2）Investment Management. Determine the way of asset allocation，such as establishing portfolio of investment instruments, portfolio of investment term and regional portfolio of investment. （3）Securities Choice. Select individual securities; choose investment opportunity, and establish a portfolio with minimum risk under certain income conditions. （4）Investment Implementation. Establish trading frequency and trading quota. （5）Investment evaluation. Evaluate performance.
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