This document provides a glossary of financial terms related to portfolio performance metrics, including Alpha, Beta, Excess Return, R-Squared, Standard Deviation, Sharpe Ratio, Sortino Ratio, and Information Ratio. It is intended for use in one-on-one client presentations by Deutsche Bank Wealth Management.
doj/DataSet10/EFTA01375550.pdf
{"title":"Adviser Select - Spectrum Asset Management I Principal Preferred Securities","key_people":["William Sharpe","Frank Sortino"],"document_date":"2016","document_type":"other","document_subtype":"financial glossary","key_organizations":["Deutsche Bank Wealth Management","Morningstar"],"reference_numbers":["DB-SDNY-0071062","SDNY_GM_00217246","EFTA01375550"]}