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Agenda Item No: Meeting Date: January 28, 2013, AGENDA DOCKET FORM SUBJECT: Recommended Action for Classified Personnel SUMMARY: Recommended changes in status of the following classified employees
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What is custodian pm delta view?
Custodian pm delta view is a report that compares the portfolio holdings of a custodian with the portfolio holdings reported by the investment manager or investment adviser to identify any discrepancies.
Who is required to file custodian pm delta view?
The investment manager or investment adviser is required to file custodian pm delta view.
How to fill out custodian pm delta view?
To fill out custodian pm delta view, the investment manager or investment adviser must compare their portfolio holdings with the holdings reported by the custodian and report any discrepancies.
What is the purpose of custodian pm delta view?
The purpose of custodian pm delta view is to ensure that the portfolio holdings reported by the investment manager or investment adviser match the holdings held by the custodian.
What information must be reported on custodian pm delta view?
The custodian pm delta view must report any discrepancies between the portfolio holdings reported by the investment manager or investment adviser and the holdings held by the custodian.
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