Guys,
Is there any template for calculating returns for individual and institutional investors? Despite spending substantial time and efforts, having difficulty in getting that part correct.
Do you have any schweser mocks? They lay out the short answers really well. Generally I started with a qualitative objective ie provide for retirement keeping ptf base. Then I computed the annual spending requirements followed by the Ptf base and then the calc. If inflation was a factor I added that piece + gross up for tax. But most sample questions I did looked at after tax returns anyway.
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