leadcfa

mbolzicco Wrote:
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> With respect to historical performance records:
> I know you have to present 5 years back at min,
> and then 5 additional years to a minimum of 10
> years total. Or if your firm was in existence for
> less than 5 years you can show GIPS compliant
> performance presentation since inception and your
> fine... BUT
>


Not to thread hijack, but this questions is very similar. I don't get the 5 years back at min, and then additional 5 years to a minimum of 10 years.

Is that a contradiction? You present 5 years minimum, but wait, you must add annual performance each year for 10 year minimum. Sike out!