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 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 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 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 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;
}
}
