NO.PZ2018091705000113
问题如下:
After every regular monthly rebalancing, Zik sends an email to Patel with a portfolio report. Zik’s portfolio report contains the following:
■■ An asset allocation report that reflects strategic asset allocation targets
■■ A detailed performance report that includes individual asset class and security performance
■■ A year- to- date performance summary report and a historical performance report starting from the inception of Patel’s investment strategy
Recommend additional information that Zik could provide to enhance his portfolio reports for Patel.
解释:
Zik’s portfolio reporting can be made more effective by including the following items:
■● A transaction details report showing contributions, withdrawals, interest and dividends, and capital appreciation for the current period
■● A purchase and sale report for the current period
■● Currency exposure report detailing the effects of exchange rate fluctuations
■● A benchmark report that shows the performance of Patel’s equity and bond portfolios relative to their respective benchmarks and the overall portfolio performance relative to a blended benchmark (based on weights that are appropriate for Patel’s holdings)
■● An accompanying letter that provides market commentary, investment context, education, and other advice
是所有后面补充的都需要写上嘛?交易明细,业绩基准,市场分析等