Evaluasi Kinerja Investasi Saham dan Obligasi dalam Portofolio Investasi Institusi Keuangan: Analisis Comparative Study
DOI:
https://doi.org/10.37385/msej.v5i2.4653Keywords:
kinerja investasi, saham, obligasi, institusi keuangan, analisis perbandingan, metode tinjauan pustaka.Abstract
Artikel ini bertujuan untuk mengevaluasi kinerja investasi saham dan obligasi dalam portofolio investasi institusi keuangan melalui analisis perbandingan. Data yang digunakan mencakup kinerja historis saham dan obligasi dari berbagai institusi keuangan selama periode tertentu. Metode analisis meliputi perhitungan indikator kinerja seperti tingkat pengembalian, risiko, dan korelasi antara saham dan obligasi. Selain itu, artikel ini menggunakan metode tinjauan pustaka, yang merupakan pendekatan penelitian kritis dalam menganalisis dan mengevaluasi literatur terkait topik penelitian. Pendekatan ini melibatkan pencarian, seleksi, dan analisis kritis sumber literatur seperti jurnal ilmiah, buku, artikel, dan dokumen terkait lainnya. Tujuannya adalah untuk memahami perkembangan terkini dalam penelitian kinerja investasi serta untuk mengevaluasi pendekatan-pendekatan metodologis yang telah digunakan sebelumnya. Hasil penelitian menunjukkan perbandingan kinerja antara saham dan obligasi dalam portofolio investasi institusi keuangan, memberikan wawasan penting bagi para investor dan pengambil keputusan. Dengan memahami perbandingan ini, institusi keuangan dapat mengoptimalkan portofolio investasinya untuk mencapai tujuan keuangan yang diinginkan. Studi ini memberikan kontribusi berharga dalam pemahaman lebih lanjut tentang kinerja investasi saham dan obligasi dalam konteks institusi keuangan, membantu menginformasikan keputusan investasi yang lebih baik. Dalam era yang semakin kompleks dan dinamis, pemahaman yang mendalam tentang kinerja aset ini menjadi kunci untuk kesuksesan investasi jangka panjang.
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