GIPS® 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

The GIPS® standards require uniformity in performance calculations and disclosures, inclusion of all actual fee-paying discretionary portfolios in composites, and a compliant performance history of at least 5 years or since inception if less than 5 years.

GIPS® Requirements Include: Uniformity in Certain Performance Calculations and Disclosures;