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Your team will assess the performance of your investment strategies in a one- to two-page, double-spaced paper. You may attach as many pages of tables
Your team will assess the performance of your investment strategies in a one- to two-page, double-spaced paper. You may attach as many pages of tables and exhibits as you wish. Here are some notes/suggestions for the final HTMW Report: The bulk of your report should NOT consist of a listing of every individual stock and/or trade you have made during the project timeline (you man include this as an appendix or as a separate Excel file). However, the following topics should be addressed: The evolution of your portfolio composition over time. Discuss the following (using the start-middle-end compositions): The investment philosophy (and any changes therein with explanation) The level of diversification (and any changes therein with explanation) The level of risk carried by your portfolio as compared to the Market (and any changes therein with explanation) The risk-adjusted performance of your portfolio for the middle and end portions (and any changes therein with explanation)
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HTMW Report Performance Assessment of Investment Strategies Introduction In this report we will assess the performance of our investment strategies over a specified timeline We will discuss the evolut...Get Instant Access to Expert-Tailored Solutions
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