Develop Investment Portfolio
CataloguedCreate 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.
Develop Investment Portfolio sits under Business Planning and Strategy in the Business domain of the Luminid skills catalogue.
Also known as
- build investment portfolio
- create investment portfolio
- develop a portfolio
- develop financial portfolio
- develop market portfolio
- develop zero-investment portfolio
- financial portfolio planning
- insurance policy bundling
- insurance portfolio management
- investment plan creation
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