Key documents for managing investments include
A)defined-benefit plan statements.
B)account balances showing the market values of holdings.
C)insurance policies.
D)health insurance certificates.

Question

Quizplus · Accepted Answer

Key documents for managing investments typically include account balances showing the market values of holdings. Defined-benefit plan statements may be relevant if managing a pension plan, but are not applicable to all investment management situations. Insurance policies and health insurance certificates are unrelated to investment management.

Key Documents for Managing Investments Include