开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

yewei1989 · 2022年03月03日

这个哪里面的内容

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

1 个答案

王暄_品职助教 · 2022年03月04日

这个是关于portoflio report的知识点;

是的,如果给的条件没有,你就要补上,因为题目是让你写additional information to enhance the portfolio report。

具体知识点,参见下图基础班讲义: