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GIPS - Composite or not?
2018-06-07 21:14:28
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GIPS - Composite or not?
GIPS
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Non-fee-payingportfolio
May beincluded incomposite
Must not beincluded incomposite
Must beincluded incomposite
Fee-payingportfolio
Non-discretionaryportfolio
Discretionary
Firm asserts
**Non-discretionary portfolio excluded in composite but included in firm assets
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GIPS - Composite or not?
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