When Determining the Key Facts in a Client's Case,list All

question 28

True/False

When determining the key facts in a client's case,list all the facts that may possibly be related to the cause of action,and,if necessary,err on the side of listing too many facts.

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Definitions:

Risk Adjusted Performance

An evaluation of an investment's return after accounting for the degree of risk that was taken to achieve it.

Portfolio

An assortment of financial assets including stocks, bonds, and commodities, as well as cash and near-cash items like mutual funds and ETFs.

Sharpe Ratio

Reward-to-volatility ratio; ratio of excess return to portfolio standard deviation.

Standard Deviation

Standard Deviation is a measure of the dispersion or variability of a set of data points or investment returns around the mean.