Portfolio Memo

profilexray7wang
MemorandumGradingRubric.docx

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: _________