返回列表 发帖

GIPS composites

The book says that the GIPS standard requires firms to include all actual fee paying, discretionary portfolios in composites.

When they say actual, does that mean that if I drop a composite I do not have to show it in my records anymore? or do I have to show the dropped composite?

discontinued composites must be included for a minimum of 5 years. You can indicate they are dropped, but performance data must be included.

TOP

返回列表