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Hur banken kan förbättra sin finansiella rådgivning: - en kvalitativ fallstudie
Högskolan i Halmstad, Sektionen för ekonomi och teknik (SET).
Högskolan i Halmstad, Sektionen för ekonomi och teknik (SET).
Högskolan i Halmstad, Sektionen för ekonomi och teknik (SET).
2012 (svensk)Independent thesis Basic level (degree of Bachelor), 10 poäng / 15 hpOppgave
Abstract [sv]

Abstract

Title: 

Level/Degree/Grade:

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Research question:

Purpose:

How the bank may improve its financial counselling – A qualitative case study.

Bachelor Thesis; Business administration; Corporate finance.

Andreas Åstrand, Anton Persson, Kristoffer Wedebrand.

Hans Mörner.

How may the bank improve its financial counselling to private investors using portfolio theory?

Our purpose is to examine the advice, with basis in portfolio theory, the bank’s financial advisors provide to their clients, the investors, and how they can improve. If we can identify and point out areas of improvement in the financial counselling, we hope to raise the question and contribute with an improved financial counselling. Another positive effect we are hoping for is to improve the situation for the investors whereas all parties benefit from an improved portfolio selection.

This study is conducted through a qualitative case study, where we used a deductive approach and collected our data through personal interviews.

The conclusion that emerges is that the financial counselling could potentially be improved if financial advisors improve their knowledge in portfolio theory.

The originality shapes through the opportunity to investigate a specific bank and because of that an opportunity to examine a specific case more thoroughly was created. Our thesis contributes with opening Länsförsäkringar’s and other banks’ eyes to how their financial counselling could be improved through new knowledge in portfolio theory. Another contribution our thesis brings to the table is that financial advisors at Länsförsäkringar lack in knowledge within the field of portfolio theory.

Prospective research in the field could be to perform the study on more banks to find out differences between them. You could also see how private

Methodology/Approach/Design:

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Originality/Value/Contribution:

Prospective research:

Key words:

Target group:

investors perceive financial counselling at a bank or at several banks.

Financial counselling, bank, financial advisor, mutual fund, risk, Capital asset pricing model, Sharpe ratio, Modigliani squared, mean variance.

Our target group is bachelor students in business administration and employees at a bank. 

sted, utgiver, år, opplag, sider
2012. , s. 53
HSV kategori
Identifikatorer
URN: urn:nbn:se:hh:diva-17941OAI: oai:DiVA.org:hh-17941DiVA, id: diva2:534926
Fag / kurs
Financing
Presentation
0125, Halmstad (svensk)
Uppsök
Social and Behavioural Science, Law
Veileder
Examiner
Tilgjengelig fra: 2012-06-19 Laget: 2012-06-13 Sist oppdatert: 2012-06-19bibliografisk kontrollert

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