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
