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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SPEECH THOMSON CAPITAL GROUP INC CRD Number: 106052Annual Amendment

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How to fill out equity composite returns statement

01

Gather all relevant data including the beginning and ending market values for the composite

02

Calculate the monthly returns for each period within the composite

03

Calculate the weighted average of the monthly returns to get the composite return

04

Document any changes in the composition of the composite or any other relevant information

Who needs equity composite returns statement?

01

Investment firms

02

Asset managers

03

Regulatory bodies

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What is equity composite returns statement?

Equity composite returns statement is a report that includes the performance of a portfolio of equities over a specific period of time.

Who is required to file equity composite returns statement?

Investment firms and advisors who manage equity portfolios are required to file equity composite returns statement.

How to fill out equity composite returns statement?

To fill out the equity composite returns statement, one must include detailed information about the equities in the portfolio, their performance, and any relevant benchmarks.

What is the purpose of equity composite returns statement?

The purpose of equity composite returns statement is to provide transparency and accountability regarding the performance of equity portfolios managed by investment firms and advisors.

What information must be reported on equity composite returns statement?

Information such as the names of the equities in the portfolio, their performance metrics, and any benchmarks used for comparison must be reported on the equity composite returns statement.

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