问题如下图:
答案是课件哪一部分的内容讷
王暄_品职助教 · 2020年04月13日
嗨,从没放弃的小努力你好:
本题是关于Reading28中的知识点“Portfolio Reporting and Review”,位于“Private Wealth Management基础班讲义”第83页:
Portfolio report usually includes the following:
1. Asset allocation report (题干已经提供asset allocation)
2. Performance summary report
3. Detailed performance report
4. Historical performance
5. Contribution and withdrawal
6. Purchase and sales
7. Currency exposure
-------------------------------就算太阳没有迎着我们而来,我们正在朝着它而去,加油!