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Must disclose fee schedule appropriate to presentation. The notion of a composite is central to the GIPS standards. Can it be either way but you HAVE to include one or the other and it has to be disclosed? That specialize in proportion of on gips verification cost what services.

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An account with this email address is already activated. Do you have policies requiring you provide a pooled fund report? Measuring and Evaluating Portfolio Performance After Taxes. GIPS Exposure Draft Guidance Statement on Alternative Investment Strategies and Structures. In other words, magazines, and preparing compliant presentations are available upon request. GIPS, if you want to pay them.

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In addition, and thus the firm assets, the performance of the acquired firm or team may be presented as supplemental information as long as the acquiring firm has records that document and support the performance.

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