ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN Studi Kasus pada Klien Bapak AAA
This thesis is a study of the first pillar of Wealth Management, the Protection and Preservation of Assets, on the individual client (Mr. AAA). Research conducted by the author starts from the assessment of client risk tolerance, wealth balance sheets creation, cash flow creation and asset allocatio...
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| Format: | Thesis |
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[Yogyakarta] : Universitas Gadjah Mada
2012
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| _version_ | 1826045611212800000 |
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| author | , Erwi Yuliansyah , Prof. Dr. Sukmawati Sukamulja, M.M. |
| author_facet | , Erwi Yuliansyah , Prof. Dr. Sukmawati Sukamulja, M.M. |
| author_sort | , Erwi Yuliansyah |
| collection | UGM |
| description | This thesis is a study of the first pillar of Wealth Management, the Protection and
Preservation of Assets, on the individual client (Mr. AAA). Research conducted by the
author starts from the assessment of client risk tolerance, wealth balance sheets creation,
cash flow creation and asset allocation for what this client has. Based on a moderate risk
tolerance and wealth position of the client, the author makes a scenario to optimize the
protection of client�s assets. Optimization is obtained by changing the asset allocation
(diversification) which could increase the net assets of the client up to 8.61% per year, and
increase net cash flow amounting to Rp. 605,141,593.10 per year or Rp. 50,428,466.09 per
month. After that the author recommends to reinvest the net cash flow by 45% to
accommodate the client's desire to have a certain amount of income per month on
retirement. With a very lucrative recommendation, the client is planning to implement it
from the period March 2012 with KPI as a means of monitoring. |
| first_indexed | 2024-03-13T22:39:46Z |
| format | Thesis |
| id | oai:generic.eprints.org:99641 |
| institution | Universiti Gadjah Mada |
| last_indexed | 2024-03-13T22:39:46Z |
| publishDate | 2012 |
| publisher | [Yogyakarta] : Universitas Gadjah Mada |
| record_format | dspace |
| spelling | oai:generic.eprints.org:996412016-03-04T08:46:34Z https://repository.ugm.ac.id/99641/ ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN Studi Kasus pada Klien Bapak AAA , Erwi Yuliansyah , Prof. Dr. Sukmawati Sukamulja, M.M. ETD This thesis is a study of the first pillar of Wealth Management, the Protection and Preservation of Assets, on the individual client (Mr. AAA). Research conducted by the author starts from the assessment of client risk tolerance, wealth balance sheets creation, cash flow creation and asset allocation for what this client has. Based on a moderate risk tolerance and wealth position of the client, the author makes a scenario to optimize the protection of client�s assets. Optimization is obtained by changing the asset allocation (diversification) which could increase the net assets of the client up to 8.61% per year, and increase net cash flow amounting to Rp. 605,141,593.10 per year or Rp. 50,428,466.09 per month. After that the author recommends to reinvest the net cash flow by 45% to accommodate the client's desire to have a certain amount of income per month on retirement. With a very lucrative recommendation, the client is planning to implement it from the period March 2012 with KPI as a means of monitoring. [Yogyakarta] : Universitas Gadjah Mada 2012 Thesis NonPeerReviewed , Erwi Yuliansyah and , Prof. Dr. Sukmawati Sukamulja, M.M. (2012) ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN Studi Kasus pada Klien Bapak AAA. UNSPECIFIED thesis, UNSPECIFIED. http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=55778 |
| spellingShingle | ETD , Erwi Yuliansyah , Prof. Dr. Sukmawati Sukamulja, M.M. ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN Studi Kasus pada Klien Bapak AAA |
| title | ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN
Studi Kasus pada Klien Bapak AAA |
| title_full | ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN
Studi Kasus pada Klien Bapak AAA |
| title_fullStr | ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN
Studi Kasus pada Klien Bapak AAA |
| title_full_unstemmed | ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN
Studi Kasus pada Klien Bapak AAA |
| title_short | ANALISIS PILAR PERTAMA WEALTH MANAGEMENT, PERLINDUNGAN DAN PELESTARIAN ASET PADA KLIEN PERSEORANGAN
Studi Kasus pada Klien Bapak AAA |
| title_sort | analisis pilar pertama wealth management perlindungan dan pelestarian aset pada klien perseorangan studi kasus pada klien bapak aaa |
| topic | ETD |
| work_keys_str_mv | AT erwiyuliansyah analisispilarpertamawealthmanagementperlindungandanpelestarianasetpadaklienperseoranganstudikasuspadaklienbapakaaa AT profdrsukmawatisukamuljamm analisispilarpertamawealthmanagementperlindungandanpelestarianasetpadaklienperseoranganstudikasuspadaklienbapakaaa |