What is Client-Oriented Approach and Sharpe Ratio?

Case Study
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There are hundreds to thousands of investment plans for pension savers, and it may be difficult for Lindy to take the right decision. The Blue Rock Financial Services is one of those groups that provide asset management services and comprehensive financial planning to their customers. Startups, retirees, business executives, and professionals can make the wise use of their financial services. In the case of Lindy, the emphasis should be on the client-oriented approach. This holistic approach of asset management and financial planning can urge Sunshine Consultancy Services to provide the employee with the best options to invest the money.
In the business management course, it was taught that a pension is a good source of income after the retirement, which means Lindy can expect a lot from the investment. The best way to invest is to borrow some more money from a bank using the property as security. If Lindy does not have any property, then the loan can be applied for based on her performance and the way Sunshine Consultancy Services has had dealt with her.
It should be noticed that any kind of investment is subject to certain rules and regulations, which means Lindy will have to carefully evaluate the rules of Blue Rock Financial Services and compare its investment options with other similar companies. For example, the Company Stock option where Blue Rock Financial Services will go public in a few years may suit her the most given that her investments are limited and she is not in a hurry to get retired to avail another source of income. Alternatively, she can consider the Blue Rock Small-Cap Fund in which her money will be invested in small-capitalization stocks. There are some restrictions on how and when...