Personal investment management of employees in selected government-owned and / or controlled corporation (GOCC) branch offices in Cavite /

Amparo, Jovi Anne May C.

Personal investment management of employees in selected government-owned and / or controlled corporation (GOCC) branch offices in Cavite / by Jovi Anne May C. Amparo, Efrel Caye Y. Cabatuando and Julie Ann B. Parayaoan. - Indang, Cavite : Cavite State University- Main Campus, 2016. - xix, 88 pages : illustrations ; 28 cm.

Thesis (BS Business Management--Financial Management) Cavite State University

Includes bibliographical references.

College of Economics, Management, and Development Studies (CEMDS) College of Economics, Management, and Development Studies (CEMDS)

AMPARO, JOVI ANNE MAY C., CABATUANDO, EFREL CAYE Y. and PARAYAOAN, JULIE ANN B., Personal Investment Management of Employees in Selected Government-Owned and/or Controlled Corporation (GOCC) Branch Offices in Cavite, Undergraduate Thesis. Bachelor of Science in Business Management,
major in Financial Management. Cavite State University, Indang, Cavite. April 2016.
Adviser: Prof. Glenda Sullano-Pefia.

The study aimed to determine the personal investment management of employees in selected government-owned and/or controlled corporation (GOCC) branch offices in Cavite. Specifically, it aimed to: (1) describe the socio-demographic characteristics of the participants; (2) determine the personality traits of the participants in terms of: (a) neuroticism, (b) extraversion, (c) openness to experience, (d) agreeableness, (e) conscientiousness; (3) determine the investment portfolio of the participants; (4) determine the factors affecting the investment decision of the participants; (5) identify the relationship of socio-demographic profile of GOCC employees to their investment portfolio; (6) identify the relationship of personality traits of GOCC employees to their investment portfolio; and (7) identify the relationship of investment portfolio of the GOCC employees to the factors affecting the investment decision.

The participants of the study were 150 employees with ages 18 to 64 years old from selected GOCC branch offices of Cavite, namely: Tagaytay City, Dasmarinas City, Imus, Trece Martires City, and Kawit, Cavite. The study used frequency counts, mean, range, percentage, and standard deviation for treatment of data. Likert scale was used to measure personality traits, practices considered in investment decisions, and intention. Chi Square Correlation, Point Biserial and Spearman Rank were used to determine the relationship between socio-demographic characteristics, personality type and factors affecting investment decision to the investment portfolio.

Investment portfolio, particularly properties had a significant relationship with age and civil status. Investment in stocks was significantly related to the sex of GOCC employees. Investments in bonds had significant relationship to civil status and highest educational attainment. Insurance had a significant relationship to the participants monthly income. Their investment portfolio depended on their age, civil status, sex, highest educational attainment and monthly income.

Personality traits is not significantly related to investment portfolio; however some personality traits had presented a relationship to investment portfolio which includes relationship of extroversion to investment in business, stocks, and bonds; relationship between openness to experience to properties, stocks, and bonds; relationship of agreeableness and bonds; and relationship of conscientiousness and business, stocks, bonds, and insurance.

The relationship between Investment portfolio and factors affecting investment decisions of GOCC employees revealed that only banks had a significant relationship to investment intention.




Investments

332.6 / An7 2016
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