1 / 2

Market Update

Market Update. Very Long Client Name. and Spouses's Name here. Market Review. Date. Current. Previous. Momentum. Close. MTD(%). YTD%. Trailing 12. Year. months(%). 2003(%). NON US economy. Advisor Name. Cash. 0.0. 0.0. 0.0. 0.0. 0.0. Group2.

keefe-huber
Download Presentation

Market Update

An Image/Link below is provided (as is) to download presentation 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. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Market Update Very Long Client Name and Spouses's Name here Market Review Date Current Previous Momentum Close MTD(%) YTD% Trailing 12 Year months(%) 2003(%) NON US economy Advisor Name Cash 0.0 0.0 0.0 0.0 0.0 Group2 Fixed Income 0.0 0.0 0.0 0.0 0.0 Advisor Name #2 Cash Cash 0.0 0.0 0.0 U.S. Equity 1.0 1.0 1.0 1.0 1.0 Advisor Name #3 Cash Cash 0.0 0.0 0.0 International 0.0 0.0 0.0 0.0 0.0 1Fixed Income 1Fixed 0.0 0.0 0.0 Advisor Name #4 Equity Income Hedge Funds 0.0 0.0 0.0 0.0 0.0 1Fixed Income 1Fixed 0.0 0.0 0.0 Private Equity 0.0 0.0 0.0 0.0 0.0 Income Real Estate 0.0 0.0 0.0 0.0 0.0 1International 1International 0.0 0.0 0.0 Cash 0.0 0.0 0.0 0.0 0.0 September 15, 2006 Equity Equity 1Fixed Income 0.0 0.0 0.0 0.0 0.0 1International 1International 0.0 0.0 0.0 1U.S. Equity 1.0 1.0 1.0 1.0 1.0 Equity Equity 1Hedge Funds 1Hedge Funds 0.0 0.0 0.0 1International 0.0 0.0 0.0 0.0 0.0 Equity 1Hedge Funds 1Hedge Funds 0.0 0.0 0.0 1Hedge Funds 0.0 0.0 0.0 0.0 0.0 1Private Equity 1Private 0.0 0.0 0.0 1Private 0.0 0.0 0.0 0.0 0.0 Equity Equity 1Private Equity 1Private 0.0 0.0 0.0 1Real Estate 0.0 0.0 0.0 0.0 0.0 Equity 1Real Estate 1Real Estate 0.0 0.0 0.0 1Real Estate 1Real Estate 0.0 0.0 0.0 Spot MTD(%) YTD(%) Trailing 12 Year Group2 months(%) 2003(%) 1U.S. Equity 1U.S. Equity 1.0 14512.16 1.0 Cash 0.0 0.0 0.0 0.0 0.0 1U.S. Equity 1U.S. Equity 1.0 14512.16 1.0 Fixed 0.0 0.0 0.0 0.0 0.0 Income US economy U.S. Equity 1.0 1.0 1.0 1.0 1.0 Group2 International 0.0 0.0 0.0 0.0 0.0 Cash Cash 0.0 0.0 0.0 Equity Cash Cash 0.0 0.0 0.0 Hedge 0.0 0.0 0.0 0.0 0.0 Fixed Income Fixed Income 0.0 0.0 0.0 Funds Fixed Income Fixed Income 0.0 0.0 0.0 Private 0.0 0.0 0.0 0.0 0.0 International Equity International 0.0 0.0 0.0 Equity Equity Real Estate 0.0 0.0 0.0 0.0 0.0 International Equity International 0.0 0.0 0.0 Cash 0.0 0.0 0.0 0.0 0.0 Equity 1Fixed 0.0 0.0 0.0 0.0 0.0 Hedge Funds Hedge Funds 0.0 0.0 0.0 Income Hedge Funds Hedge Funds 0.0 0.0 0.0 1U.S. 1.0 1.0 1.0 1.0 1.0 Private Equity Private Equity 0.0 0.0 0.0 Equity Private Equity Private Equity 0.0 0.0 0.0 1Internation 0.0 0.0 0.0 0.0 0.0 al Equity Real Estate Real Estate 0.0 0.0 0.0 1Hedge 0.0 0.0 0.0 0.0 0.0 Real Estate Real Estate 0.0 0.0 0.0 Funds 1Private 0.0 0.0 0.0 0.0 0.0 Group2 Equity U.S. Equity U.S. Equity 1.0 14512.16 1.0 1Real Estate 0.0 0.0 0.0 0.0 0.0 U.S. Equity U.S. Equity 1.0 14512.16 1.0 Source:kjfdsl;kajfldskjfdls;kjaf;ldskjloj kjlfkdjsalkjlkjlkj dfsgfsdagfds sdfsdffsd fsddsfadsfs Northstar

More Related