Internal dispersion 5 or 6 ? anyway, correct

bchadwick

CFAI says no need to show internal dispersion if portfolio is 6 or less, but Schweser says 5 or less, and Schweser's Errata does not reflect this descrepancy. Any idea?

I am going to stick with CFAI anyway, but just wondering how come Schweser didn't bother to correct this.

bkballa

i need to go back through the GIPS stuff, but I believe CFAI says no need for internal dispersion if there are less than 6 portfolio, not 6 or less.

pennyless

5 OR LESS, no need to report dispersion, no need to list # of portfolio.

It's <=5.

Analyze_This

Yes, if the portfolio contains 6 or more , then dispersion is needed!