Final Intern Presentation. Cynitresse S. Carter Investment Advisory Business Support August 3, 2011. Agenda. Program List Investments/Model Change Communication Plan Performance Reports: SMA Model/Composite. Key Terms. Project 1: Program List Investments/Model Change Communication Plan.
Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.
Final Intern Presentation
Cynitresse S. Carter
Investment Advisory Business Support
August 3, 2011
Project 1: Program List Investments/Model Change Communication Plan
Program List Additions, Changes, and Removals
Initial Communication and Trade Impact
Fund/SMA Removal Planning
Fund/SMA Addition Planning
Research Model Change Planning
Final Communication, Testing, Publishing & Production
Project 2:SMA Performance Reports