GIPS® Requirements Include: Uniformity in Certain Performance Calculations and Disclosures;

question 43

True/False

GIPS® requirements include: uniformity in certain performance calculations and disclosures; inclusion of all actual fee-paying discretionary portfolios in composites with similar objectives; compliant history for at least 5 years, or since inception if less than 5 years.

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Definitions:

Follow-Up

The actions taken after an initial sales presentation or contact to maintain communication with a prospect and move towards a sale.

Presentation

A formal or informal display of information or ideas, typically involving speaking and visual aids, intended to inform, persuade, or entertain an audience.

Handling Objections

The skill of addressing and overcoming doubts or concerns potential customers have regarding a product or service.

Follow-Up

The action of maintaining contact and communication with clients or prospects after an initial meeting, presentation, or sale to nurture relationships or conclude a deal.