Research on Family Financial Portfolio Strategy

DOI

10.2991/ssphe-18.2019.69How to use a DOI?

Keywords

Family finance, Portfolio, Financial strategy

Abstract

Family finance plays an important role in improving family’s ability to resist risks and quality of life. The article uses descriptive research methods to explain the specific aspects of family finance, including its objective and key tools, and from the formulation process and risk aversion to determine the investment portfolio strategy for financial planners in investment and financial management in order to reach the most resourceful configuration. Finally, based on the current development of China’s wealth management market, the article puts forward some suggestions on the formulation of financial planning and the improvement of financial management level to ensure the balance between the security of family financial management and the profitability of both parties.

Copyright

© 2019, the Authors. Published by Atlantis Press.

Open Access

This is an open access article distributed under the CC BY-NC license (http://creativecommons.org/licenses/by-nc/4.0/).

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TY  - CONF
AU  - Jun Wang
PY  - 2019/01
DA  - 2019/01
TI  - Research on Family Financial Portfolio Strategy
BT  - Proceedings of the 2nd International Conference on Social Science, Public Health and Education (SSPHE 2018)
PB  - Atlantis Press
SP  - 287
EP  - 290
SN  - 2352-5398
UR  - https://doi.org/10.2991/ssphe-18.2019.69
DO  - 10.2991/ssphe-18.2019.69
ID  - Wang2019/01
ER  -