Property | Value |
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Financial market is the place where a supply of financial products and a demand for financial products are crossing. Financial institutions are standing on the supply side, and potential client on the demand side. The mentioned crossing is seen in a financial portfolio. The client is purchasing a product for some purpose (insurance, mortgage, etc.), the financial institution or a financial advisor/broker should be helpful in the phase of creating a client’s portfolio. By offering the product to client it is necessary to know his/her needs first. In this article we assume that the needs analysis is the inevitable part of a client's portfolio building process. Firstly to reach the concept of long – term sustainability and secondly that this process should be done by taking into account possible gender based differences.
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(Eurobarometer)
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Eurobarometer-Bibliography
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is
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?:name
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Long – Term Sustainability of Portfolio Investments – Gender Perspective: An Overview Study
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Bibsonomy
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In ACRN Oxford Journal of Finance and Risk Perspectives, 5(1), 219-226, 2016
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EB - Standard and Special Eurobarometer
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2016
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EB76.1
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EB_input2017
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Eurobarometer
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english
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reviewed
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