Question: You are trying to understand why your large-cap, core equity portfolio underperformed relative to its benchmark and perform a sector attribution analysis based on the
You are trying to understand why your large-cap, core equity portfolio underperformed relative to its benchmark and perform a sector attribution analysis based on the past year:
| Sector | Sector Returns | Portfolio Weights | Benchmark Weights |
| Information technology | 10.75% | 18.71% | 19.06% |
| Consumer staples | 12.31% | 16.52% | 16.10% |
| Energy | 8.63% | 9.38% | 9.53% |
| Utilities | -3.92% | 15.65% | 14.87% |
From this analysis, which sector is the primary contributor to the core portfolios underperformance relative to its benchmark?
-Energy
-Utilities
-Consumer staples
-Information technology
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
