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Options
- A
Explain the difference between XIRR and absolute returns first
- B
Tell the client their portfolio is underperforming and needs restructuring
-
Show what the corpus would look like today if returns had matched the benchmark, and what it could look like going forward
Correct answer
- D
Reassure the client that 8.7% is still a positive return
Why this is the answer
A single number tells a client where they are. Showing the trajectory — what was, what is, and what could be — makes the data move through time and reveals what is actually at stake. That shift from number to narrative is what creates a reason to act.
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