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; } }