Simulador patrimonial para investidores com base em premissas macroeconômicas e cenários probabilísticos
Data
2021-02-13
Autores
Militão, Guilherme Lopes 
Orientadores
Sampaio, Joelson Oliveira
Tipo
Trabalho de conclusão de curso
Título da Revista
ISSN da Revista
Título de Volume
Resumo
A indústria de Private Bank nas instituições financeiras brasileiras e globais é estabelecido para, principalmente, oferecer soluções de investimentos personalizadas para clientes que possuem grandes fortunas, visando a preservação e o aumento de capital. Por deterem um patrimônio líquido elevado, um dos principais desejos dos clientes é a possibilidade de simular rentabilidades, aportes e saques em seu portfólio para estimar os impactos em seu montante financeiro antes de tomar uma determinada decisão de investimento. O presente trabalho visa a construção de um simulador patrimonial baseado em premissas macroeconômicas e cenários probabilísticos, para oferecer suporte e segurança na tomada de decisão dos investidores
The Private Banking industry in Brazilian and global financial institutions is primarily established to offer tailored investment solutions to wealthy clients, with a view to preserving and increasing capital. As they hold a high net worth, one of the main desires of clients is the possibility of simulating returns, contributions and withdrawals from their portfolio to estimate the impacts on their financial amount before making a specific investment decision. The present work aims to build an wealth simulator based on macroeconomic assumptions and probabilistic scenarios, to provide support and security in investors' decision making.
The Private Banking industry in Brazilian and global financial institutions is primarily established to offer tailored investment solutions to wealthy clients, with a view to preserving and increasing capital. As they hold a high net worth, one of the main desires of clients is the possibility of simulating returns, contributions and withdrawals from their portfolio to estimate the impacts on their financial amount before making a specific investment decision. The present work aims to build an wealth simulator based on macroeconomic assumptions and probabilistic scenarios, to provide support and security in investors' decision making.