Sijoituskuva
Sijoituskuva, also known as a financial profile or investment profile, is a summary of an individual's or entity's financial situation, investment objectives, and risk tolerance. It is a crucial tool used by financial advisors, investment managers, and other professionals to understand a client's needs and preferences before recommending suitable investment products or strategies.
A sijoituskuva typically includes information such as the client's age, income, assets, liabilities, and investment horizon.
The sijoituskuva is used to create a tailored investment strategy that aligns with the client's financial goals
In summary, sijoituskuva is a comprehensive assessment of an individual's or entity's financial situation and investment