Portfolio Memo
Memorandum Grading Rubric
|
|
Points |
Points Earned |
Comments |
|
Professional Looking. |
10
|
|
|
|
Free from grammar and spelling errors. |
10
|
|
|
|
Graph/chart no larger than 1.5 inches in length. |
10
|
|
|
|
Memo was informative to the clients. Contained critical information regarding fund performance and holdings. |
40
|
|
|
|
Memo sent a positive message to clients. |
20
|
|
|
|
Memo discussed current macro conditions. |
10
|
|
|
Total Points: _________