This 1991 proceedings features specific questions about performance presentation and answers from firms that are reshaping their practices to the CFA Institute standards. Speakers include Daniel W. Boone III, CFA; Dewitt F. Bowman, CFA; Mary E. McFadden, CFA; Deborah H. Miller, CFA; G. Thomas Mortensen; Stephen W. Pelensky; Mary Podesta; Ronald D. Peyton; Lee N. Price, CFA; Paul W. Price, CFA; Sam H. Smith; Robert G. Wade, Jr.; and John H. Watts.
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The Association for Investment Management and Research (AIMR), the Financial Analysts Federation (FAF), and the Institute of Chartered Financial Analysts (ICFA) have all endorsed the following Standards for investment management performance presentation. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
performance presentation standards, equity composite, eight composites, performance advertising, equity asset class, daily valuations, substitute securities, partial periods, major asset class, daily accounting, separate composites, advisory fees, typical indexes, separate portfolios, advertising rule, bank trust departments Key Phrases - Capitalized Phrases (CAPs): (learn more)
Capital Management, Sample Report, Callan Associates, California Public, Cumulative Performance Summary, Ginnie Mae, United States New!
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Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
The Association for Investment Management and Research (AIMR), the Financial Analysts Federation (FAF), and the Institute of Chartered Financial Analysts (ICFA) have all endorsed the following Standards for investment management performance presentation. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
performance presentation standards, equity composite, eight composites, performance advertising, equity asset class, daily valuations, substitute securities, partial periods, major asset class, daily accounting, separate composites, advisory fees, typical indexes, separate portfolios, advertising rule, bank trust departments Key Phrases - Capitalized Phrases (CAPs): (learn more)
Capital Management, Sample Report, Callan Associates, California Public, Cumulative Performance Summary, Ginnie Mae, United States New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
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