requirements include: uniformity in certain performance calculations and disclosures; inclusion of all actual fee-paying discretionary portfolios in composites with similar objectives; compliant history for at least 5 years, or since inception if less than 5 years.

Question

Quizplus · Accepted Answer

These requirements are part of the Global Investment Performance Standards (GIPS) and aim to ensure transparency and consistency in reporting investment performance.

Requirements Include: Uniformity in Certain Performance Calculations and Disclosures; Inclusion