private void SetForecastFairValueVariationScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
var fairValueVariation = F1Recommendation.FairValueVariation;
if (fairValueVariation.HasValue)
{
if (fairValueVariation.Value >= table.Ief1Parameters.Defensive.FairValueVariation)
{
f1Score.FairValueVariation = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (fairValueVariation >= table.Ief1Parameters.Conservative.FairValueVariation)
{
f1Score.FairValueVariation = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (fairValueVariation >= table.Ief1Parameters.Balance.FairValueVariation)
{
f1Score.FairValueVariation = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (fairValueVariation >= table.Ief1Parameters.Assertive.FairValueVariation)
{
f1Score.FairValueVariation = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.FairValueVariation = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
else
{
//throw new Exception(
// "Fair value variation is not populated for current asset, which is of type International Equity");
f1Score.FairValueVariation = 0;
}
}
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 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 SetCurrenCapitalisationScore_IE(InternationalEquitySuitabilityParameters table,
IECurrentParameter i0Score)
{
if (F0Ratios.Capitalisation >= table.Ief0Parameters.Defensive.CurrentMarketCapitalisatiopn)
{
i0Score.CurrentMarketCapitalisatiopn = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.Capitalisation >= table.Ief0Parameters.Conservative.CurrentMarketCapitalisatiopn)
{
i0Score.CurrentMarketCapitalisatiopn = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.Capitalisation >= table.Ief0Parameters.Balance.CurrentMarketCapitalisatiopn)
{
i0Score.CurrentMarketCapitalisatiopn = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.Capitalisation >= table.Ief0Parameters.Assertive.CurrentMarketCapitalisatiopn)
{
i0Score.CurrentMarketCapitalisatiopn = table.Ief0Parameters.Assertive.ScoreRanking;
}
else
{
i0Score.CurrentMarketCapitalisatiopn = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
private void SetCurrentBetaFiveYearsScore_IE(InternationalEquitySuitabilityParameters table,
IECurrentParameter i0Score)
{
if (F0Ratios.BetaFiveYears <= table.Ief0Parameters.Defensive.BetaFiveYear)
{
i0Score.BetaFiveYear = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.BetaFiveYears <= table.Ief0Parameters.Conservative.BetaFiveYear)
{
i0Score.BetaFiveYear = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.BetaFiveYears <= table.Ief0Parameters.Balance.BetaFiveYear)
{
i0Score.BetaFiveYear = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.BetaFiveYears <= table.Ief0Parameters.Assertive.BetaFiveYear)
{
i0Score.BetaFiveYear = table.Ief0Parameters.Assertive.ScoreRanking;
}
else
{
i0Score.BetaFiveYear = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
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 SetForecastFiveYearReturnScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
var fiveYearTotalReturn = F1Recommendation.FiveYearTotalReturn;
if (!fiveYearTotalReturn.HasValue)
{
throw new Exception(
"Five year total return is not populated for current asset, which is of type International Equity.");
}
if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Defensive.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Conservative.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Balance.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Assertive.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
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
{
throw new Exception(
"Financial Leverage is not populated for current asset, which is of type International Equity");
}
}
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 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 SetForecastReturnOnEquityScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
if (F1Recommendation.ReturnOnEquity >= table.Ief1Parameters.Defensive.ROEF1)
{
f1Score.ROEF1 = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (F1Recommendation.ReturnOnEquity >= table.Ief1Parameters.Conservative.ROEF1)
{
f1Score.ROEF1 = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (F1Recommendation.ReturnOnEquity >= table.Ief1Parameters.Balance.ROEF1)
{
f1Score.ROEF1 = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (F1Recommendation.ReturnOnEquity >= table.Ief1Parameters.Assertive.ROEF1)
{
f1Score.ROEF1 = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.ROEF1 = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}
private void SetCurrentReturnOnEquityScore_IE(InternationalEquitySuitabilityParameters table,
IECurrentParameter i0Score)
{
if (F0Ratios.ReturnOnEquity >= table.Ief0Parameters.Defensive.ROE)
{
i0Score.ROE = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.ReturnOnEquity >= table.Ief0Parameters.Conservative.ROE)
{
i0Score.ROE = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.ReturnOnEquity >= table.Ief0Parameters.Balance.ROE)
{
i0Score.ROE = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.ReturnOnEquity >= table.Ief0Parameters.Assertive.ROE)
{
i0Score.ROE = table.Ief0Parameters.Assertive.ScoreRanking;
}
else
{
i0Score.ROE = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
private void SetCurrentPriceEarningRatioScore_IE(InternationalEquitySuitabilityParameters table,
IECurrentParameter i0Score)
{
if (F0Ratios.PriceEarningRatio <= table.Ief0Parameters.Defensive.PERatio)
{
i0Score.PERatio = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.PriceEarningRatio <= table.Ief0Parameters.Conservative.PERatio)
{
i0Score.PERatio = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.PriceEarningRatio <= table.Ief0Parameters.Balance.PERatio)
{
i0Score.PERatio = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.PriceEarningRatio <= table.Ief0Parameters.Assertive.PERatio)
{
i0Score.PERatio = table.Ief0Parameters.Assertive.ScoreRanking;
}
else
{
i0Score.PERatio = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
private void SetCurrentOneYearReturnScore_IE(InternationalEquitySuitabilityParameters table,
IECurrentParameter i0Score)
{
if (F0Ratios.OneYearReturn >= table.Ief0Parameters.Defensive.OneYearTotalReturn)
{
i0Score.OneYearTotalReturn = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.OneYearReturn >= table.Ief0Parameters.Conservative.OneYearTotalReturn)
{
i0Score.OneYearTotalReturn = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.OneYearReturn >= table.Ief0Parameters.Balance.OneYearTotalReturn)
{
i0Score.OneYearTotalReturn = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.OneYearReturn >= table.Ief0Parameters.Assertive.OneYearTotalReturn)
{
i0Score.OneYearTotalReturn = table.Ief0Parameters.Assertive.OneYearTotalReturn;
}
else
{
i0Score.OneYearTotalReturn = table.Ief0Parameters.Aggressive.OneYearTotalReturn;
}
}
private void SetCurrentDividendScore_IE(InternationalEquitySuitabilityParameters table,
IECurrentParameter i0Score)
{
if (F0Ratios.DividendYield >= table.Ief0Parameters.Defensive.DividendYield)
{
i0Score.DividendYield = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.DividendYield >= table.Ief0Parameters.Conservative.DividendYield)
{
i0Score.DividendYield = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.DividendYield >= table.Ief0Parameters.Balance.DividendYield)
{
i0Score.DividendYield = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.DividendYield >= table.Ief0Parameters.Assertive.DividendYield)
{
i0Score.DividendYield = table.Ief0Parameters.Assertive.ScoreRanking;
}
else
{
i0Score.DividendYield = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
private void SetCurrentDebtEquityRatioScore_IE(IECurrentParameter i0Score,
InternationalEquitySuitabilityParameters table)
{
if (Sector == "Financial Services")
{
i0Score.TotalDebtTotalEquityRatio = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.DebtEquityRatio <= table.Ief0Parameters.Defensive.TotalDebtTotalEquityRatio)
{
i0Score.TotalDebtTotalEquityRatio = table.Ief0Parameters.Defensive.ScoreRanking;
}
else if (F0Ratios.DebtEquityRatio <= table.Ief0Parameters.Conservative.TotalDebtTotalEquityRatio)
{
i0Score.TotalDebtTotalEquityRatio = table.Ief0Parameters.Conservative.ScoreRanking;
}
else if (F0Ratios.DebtEquityRatio <= table.Ief0Parameters.Balance.TotalDebtTotalEquityRatio)
{
i0Score.TotalDebtTotalEquityRatio = table.Ief0Parameters.Balance.ScoreRanking;
}
else if (F0Ratios.DebtEquityRatio <= table.Ief0Parameters.Assertive.TotalDebtTotalEquityRatio)
{
i0Score.TotalDebtTotalEquityRatio = table.Ief0Parameters.Assertive.ScoreRanking;
}
else
{
i0Score.TotalDebtTotalEquityRatio = table.Ief0Parameters.Aggressive.ScoreRanking;
}
}
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
{
throw new Exception(
"One Year Revenue Growth is not populated for current asset, which is of type International Equity");
}
}
private void SetF0Score_InternationalEquity(InternationalEquitySuitabilityParameters table,
IECurrentParameter f0Score)
{
SetCurrentOneYearReturnScore_IE(table, f0Score);
SetCurrenCapitalisationScore_IE(table, f0Score);
SetCurrentDividendScore_IE(table, f0Score);
SetCurrentReturnOnAssetScore_IE(table, f0Score);
SetCurrentReturnOnEquityScore_IE(table, f0Score);
SetCurrentQuickRatioScore_IE(table, f0Score);
SetCurrentCurrentRatioScore_IE(f0Score, table);
SetCurrentDebtEquityRatioScore_IE(f0Score, table);
SetCurrentPriceEarningRatioScore_IE(table, f0Score);
SetCurrentBetaFiveYearsScore_IE(table, f0Score);
}
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 SetForecastFiveYearReturnScore_IE(InternationalEquitySuitabilityParameters table,
IEForecastParameter f1Score)
{
var fiveYearTotalReturn = F1Recommendation.FiveYearTotalReturn;
if (!fiveYearTotalReturn.HasValue)
{
fiveYearTotalReturn = 0;
}
if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Defensive.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Defensive.ScoreRanking;
}
else if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Conservative.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Conservative.ScoreRanking;
}
else if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Balance.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Balance.ScoreRanking;
}
else if (fiveYearTotalReturn.Value >= table.Ief1Parameters.Assertive.FiveYearTotalReturn)
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Assertive.ScoreRanking;
}
else
{
f1Score.FiveYearTotalReturn = table.Ief1Parameters.Aggressive.ScoreRanking;
}
}