24 October 2015

Is your Portfolio valued correctly?

Valuing the positions in a portfolio is no easy task. But this does not mean that you should take on trust what your investment manager puts on the statements that he sends out to you. Not only will incorrect pricings affect the amount of money you can withdraw from your portfolio, the commissions (fixed or performance-based) that you get charged will also depend on the correct amounts.
Saba Suit over Canadian PensionFunds goes to Mediation (Bloomberg)