岳同学2020-11-02 10:56:04

請問有關於這題goal achievement, process consistency, and portfolio performance 這樣寫可以嗎? goal achievement. 1. The manager is successful to achieve the goal because the portfolio achieved a better-than-expected return with an acceptable level of risk; 2. According the capital sufficiency analysis, the portfolio is likely to meet the client’s need. process consistency. 1. The portfolio has consistently delivered a desired result over the investment horizon, which suggests the manager achieved the goal based on the skills; 2. The manager followed the investment guideline stated in the IPS in terms of rebalancing the portfolio and communicating with the client. portfolio performance. 1. The portfolio delivered a better-than-expected result because the return is higher than the target and the expenses are reduced.