J jbaphna New member Joined Jun 18, 2026 Messages 0 Reaction score 0 May 9, 2010 #1 Are Completion Portfolio (from Low Basis Stock reading) and Completeness Fund (from Equity Pf Mgmt) the same?
Are Completion Portfolio (from Low Basis Stock reading) and Completeness Fund (from Equity Pf Mgmt) the same?
P pupdawg82 New member Joined Jun 18, 2026 Messages 0 Reaction score 0 May 9, 2010 #2 No. Completeness fund minimizes the difference in risk exposures between the portfolios and benchmark.
No. Completeness fund minimizes the difference in risk exposures between the portfolios and benchmark.
R rp77 New member Joined Jun 18, 2026 Messages 0 Reaction score 0 May 10, 2010 #3 So many terms to remember !! Completion portfolio relates to PWM to diversify concentrated holdings…