As a portfolio manager, Produce a report for a client who wishes to invest 200,000 in two portfolios of shares regarding the performance of your clients portfolios.
Your asset management firm have been approach by a high net worth client who wishes to invest 200,000 in two portfolios of shares. You are a group of Portfolio Managers who have been asked by your senior financial executive to produce a report for this client regarding the performance of your clients portfolios. You need to set up 2 portfolios […]