Cordero di Montezemolo, Brian (A.A. 2024/2025) How effective is financial statement ratio analysis as a tool for wealth managers in selecting high-performing stocks and does its predictive value vary across industries and firm sizes? Tesi di Laurea in Financial statement analysis, Luiss Guido Carli, relatore Jonathan Berkovitch, pp. 55. [Bachelor's Degree Thesis]

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Abstract/Index

Financial statement analysis in wealth management. The role of FSA in a changing landscape. Research question. Historical background of financial statement analysis. Financial statement analysis in stock selection and portfolio construction. Sector-specific performance of financial ratios. Firm size and the behavior of financial ratios. Application of financial statement analysis in wealth management. Research design. Data collection. Variables and financial ratios used. Data collection and processing. Analytical procedures. Descriptive statistics. Performance ranking by ratios. Industry comparison. Firm size comparison. Regression or correlation results. Portfolio simulation. Synthesis of key findings. Practical application in wealth management. Strategic guidelines by sector. Analytical and structural limitations. Reflection on broader relevance.

References

Bibliografia: pp. 52-55.

Thesis Type:	Bachelor's Degree Thesis
Institution:	Luiss Guido Carli
Degree Program:	Bachelor's Degree Programs > Bachelor's Degree Program in Business Administration, English language (L-18)
Chair:	Financial statement analysis
Thesis Supervisor:	Berkovitch, Jonathan
Academic Year:	2024/2025
Session:	Summer
Deposited by:	Alessandro Perfetti
Date Deposited:	04 Dec 2025 11:47
Last Modified:	04 Dec 2025 11:47
URI:	https://tesi.luiss.it/id/eprint/44225

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