private void SetForecastFinancialLeverageScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
var financialLeverage = F1Recommendation.FinancialLeverage;
if (financialLeverage.HasValue)
{
if (financialLeverage.Value <= table.Ief1Parameters.Defensive.FinancialLeverageF1)
{
f1Score.FinancialLeverageF1 = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (financialLeverage.Value <= table.Ief1Parameters.Conservative.FinancialLeverageF1)
{
f1Score.FinancialLeverageF1 = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (financialLeverage.Value <= table.Ief1Parameters.Balance.FiveYearTotalReturn)
{
f1Score.FinancialLeverageF1 = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (financialLeverage.Value <= table.Ief1Parameters.Assertive.FiveYearTotalReturn)
{
f1Score.FinancialLeverageF1 = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.FinancialLeverageF1 = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
else
{
f1Score.FinancialLeverageF1 = 0;
//throw new Exception(
// "Financial Leverage is not populated for current asset, which is of type International Equity");
}
}
private AssetSuitability GetInternationalEquityAssetSuitability()
{
var table = new InternationalEquitySuitabilityParameters();
var f0Score = new IECurrentParameter();
SetF0Score_InternationalEquity(table, f0Score);
f0Score.Total = f0Score.OneYearTotalReturn + f0Score.CurrentMarketCapitalisatiopn +
f0Score.DividendYield + f0Score.ROA + f0Score.ROE
+ f0Score.QuickRatio + f0Score.CurrentRatio + f0Score.TotalDebtTotalEquityRatio +
f0Score.PERatio + f0Score.BetaFiveYear;
var f1Score = new IEForecastParameter();
SetF1Score_InternationalEquity(table, f1Score);
f1Score.Total = f1Score.FiveYearTotalReturn + f1Score.MorningStarRecommendation + f1Score.DividendYield +
f1Score.ROAF1 + f1Score.ROEF1
+ f1Score.FinancialLeverageF1 + f1Score.OneYearRevenueGrowthF1 + f1Score.DERatioF1 +
f1Score.CreditRating + f1Score.FairValueVariation;
return(new AssetSuitability
{
F1Parameters = f1Score,
SuitabilityRating = GetRatingScore(f1Score.Total + f0Score.Total),
F0Parameters = f0Score,
TotalScore = f1Score.Total + f0Score.Total
});
}
private void SetForecastOneYearRevenueGrowthScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
var oneYearGrowth = F1Recommendation.OneYearRevenueGrowth;
if (oneYearGrowth.HasValue)
{
if (oneYearGrowth.Value >= table.Ief1Parameters.Defensive.OneYearRevenueGrowthF1)
{
f1Score.OneYearRevenueGrowthF1 = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (oneYearGrowth.Value >= table.Ief1Parameters.Conservative.OneYearRevenueGrowthF1)
{
f1Score.OneYearRevenueGrowthF1 = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (oneYearGrowth.Value >= table.Ief1Parameters.Balance.OneYearRevenueGrowthF1)
{
f1Score.OneYearRevenueGrowthF1 = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (oneYearGrowth.Value >= table.Ief1Parameters.Assertive.OneYearRevenueGrowthF1)
{
f1Score.OneYearRevenueGrowthF1 = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.OneYearRevenueGrowthF1 = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
else
{
f1Score.OneYearRevenueGrowthF1 = 0;
//throw new Exception(
// "One Year Revenue Growth is not populated for current asset, which is of type International Equity");
}
}
private void SetForecastDERatioScore_IE(IEForecastParameter f1Score,
InternationalEquitySuitabilityParameters table)
{
if (Sector == "Financial Services")
{
f1Score.DERatioF1 = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.Ief1Parameters.Defensive.DERatioF1)
{
f1Score.DERatioF1 = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.Ief1Parameters.Conservative.DERatioF1)
{
f1Score.DERatioF1 = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.Ief1Parameters.Balance.DERatioF1)
{
f1Score.DERatioF1 = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.DebtEquityRatio <= table.Ief1Parameters.Assertive.DERatioF1)
{
f1Score.DERatioF1 = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.DERatioF1 = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
private void SetForecastCreditRatingScore_IE(IEForecastParameter f1Score,
InternationalEquitySuitabilityParameters table)
{
if (F1Recommendation.CreditRating == CreditRating.Aaa ||
F1Recommendation.CreditRating == CreditRating.AaaPlus ||
F1Recommendation.CreditRating == CreditRating.AaaMinus)
{
f1Score.CreditRating = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.CreditRating == CreditRating.AaPlus ||
F1Recommendation.CreditRating == CreditRating.Aa ||
F1Recommendation.CreditRating == CreditRating.AaMinus)
{
f1Score.CreditRating = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.CreditRating == CreditRating.A ||
F1Recommendation.CreditRating == CreditRating.APlus ||
F1Recommendation.CreditRating == CreditRating.AMinus)
{
f1Score.CreditRating = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.CreditRating == CreditRating.Bbb ||
F1Recommendation.CreditRating == CreditRating.BbbMinus ||
F1Recommendation.CreditRating == CreditRating.BbbPlus)
{
f1Score.CreditRating = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.CreditRating = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
private void SetF1Score_InternationalEquity(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
SetForecastFiveYearReturnScore_IE(table, f1Score);
SetForecastMorningstarScore_IE(f1Score, table);
SetForecastDividendYieldScore_IE(table, f1Score);
SetForecastReturnOnAssetScore_IE(table, f1Score);
SetForecastReturnOnEquityScore_IE(table, f1Score);
SetForecastFinancialLeverageScore_IE(table, f1Score);
SetForecastOneYearRevenueGrowthScore_IE(table, f1Score);
SetForecastDERatioScore_IE(f1Score, table);
SetForecastCreditRatingScore_IE(f1Score, table);
SetForecastFairValueVariationScore_IE(table, f1Score);
}
private void SetForecastMorningstarScore_IE(IEForecastParameter f1Score,
InternationalEquitySuitabilityParameters table)
{
if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Buy ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.HighlyRecommended)
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Accumulate ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Recommended)
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Hold ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.InvestmentGrade)
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Reduce)
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Assertive.ScoreRanking;
}
else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Sell ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.Avoid ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.UnderReview)
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Aggressive.ScoreRanking;
}
else if (F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.CeasedCoverage ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.None ||
F1Recommendation.MorningstarRecommendation == MorningStarRecommendation.NoRecommendation)
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Aggressive.ScoreRanking * 20;
}
else
{
f1Score.MorningStarRecommendation = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
private void SetForecastDividendYieldScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
if (F1Recommendation.DividendYield >= table.Ief1Parameters.Defensive.DividendYield)
{
f1Score.DividendYield = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.DividendYield >= table.Ief1Parameters.Conservative.DividendYield)
{
f1Score.DividendYield = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.DividendYield >= table.Ief1Parameters.Balance.DividendYield)
{
f1Score.DividendYield = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.DividendYield >= table.Ief1Parameters.Assertive.DividendYield)
{
f1Score.ScoreRanking = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.ScoreRanking = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
private void SetForecastReturnOnAssetScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
if (F1Recommendation.ReturnOnAsset >= table.Ief1Parameters.Defensive.ROAF1)
{
f1Score.ROAF1 = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.ReturnOnAsset >= table.Ief1Parameters.Conservative.ROAF1)
{
f1Score.ROAF1 = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.ReturnOnAsset >= table.Ief1Parameters.Balance.ROAF1)
{
f1Score.ROAF1 = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.ReturnOnAsset >= table.Ief1Parameters.Assertive.ROAF1)
{
f1Score.ROAF1 = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.ROAF1 = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
