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situazione finanziaria
financial situation
Last Update: 2018-02-13
Usage Frequency: 8
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solitamente il processo di investimento si articola come segue: analisi della situazione finanziaria del cliente, definizione della strategia, allocazione del patrimonio e monitoraggio del portafoglio.
the standard investment process normally consists of analyzing the client’s financial situation, determining the strategy and asset allocation and monitoring the portfolio.