Question: A portfolio is down 2% vs. the benchmark 2 months into a quarter, what is the BEST strategy for retaining the client? Guaranteeing that the
A portfolio is down 2% vs. the benchmark 2 months into a quarter, what is the BEST strategy for retaining the client?
| Guaranteeing that the shortfall will be made up in the final month. | ||
| Turning the portfolio over to invest in strategies that have been outperforming. | ||
| Switching the personnel working on the account. | ||
| Communicating regularly about fund performance, reasons for shortfall, and overall market color. |
What is the strongest form of the efficient market theory that the ability to outperform the market using historical market pricing information meets?
| It disproves all three forms of the efficient market hypothesis | ||
| Weak form | ||
| Semi strong form | ||
| Strong form |
What's the foundation for any good investment process?
| Investment Philosophy | ||
| Signal Creation | ||
| Signal Capture | ||
| Performance Attribution |
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
