Marketing an unproven trading strategy using theoretical results and tiny disclosures sounds underhanded, but it is fairly common in the investment industry.
This Take 15 interview with James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers. Mr. Edmonds also discusses the GIPS standards for firms managing private wealth clients and the appropriate benchmarks.
Iain W. McAra provides insight into the many benefits gained by firms claiming compliance with the Global Investment Performance Standards (GIPS®). He also discusses how firms can leverage compliance for stronger internal controls and better portfolio oversight.
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