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Requirements Include: Uniformity in Certain Performance Calculations and Disclosures; Inclusion

question 7

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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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The process by which individuals ascribe to themselves the characteristics and behaviors typically associated with their own social group, often limiting their self-perception and potentials.

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A professional responsible for managing collections of books and other informational resources in libraries, facilitating access to information.

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