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    Investments Principles and Concepts
  4. Exam
    Exam 22: Evaluation of Investment Performance: a Global Concept
  5. Question
    Requirements Include: Uniformity in Certain Performance Calculations and Disclosures; Inclusion
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Requirements Include: Uniformity in Certain Performance Calculations and Disclosures; Inclusion

Question 7

Question 7

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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.

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