develop investment portfolio

Description

Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.

Alternative label

  • develop zero-investment portfolio

  • develop a portfolio

  • develop financial portfolio

  • develop market portfolio

Skill type

  • skill

Skill reusability level

  • cross-sector skills and competences

Broader skills/competences

Optional Knowledge

Essential skill/competence of

Optional skill/competence of

Status

released

Concept URI

http://data.europa.eu/esco/skill/452c4c68-50d7-42ed-8c4e-b437446637d0