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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 GIPS Exposure Draft Guidance Statement on Alternative Investment Strategies and Structures.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.