go 1 maybe 2 for 6 on the GIPS?
why do you think that?
i went 4 for 6 and still ticked off. should have gotten that terminated portfolio question. think i made up for it in ethics and behavioral finance though.
i think i got 5 of 6, missed the real estate return calc. Honestly, i though behaviour finance was the toughest PM section since the questions were just so trivial in nature.
f me
i calculated the RE return without subtracting interest on debt first but thanks to CFAI it wasn’t in the options.
What was the RE return?
What were the GIPS questions: Termination - Aug Disperson - Range Income return - -1.4% Carve out return What were the other two???
6 high networth clients for new composite or non-discretionary
social = new composite portfolios need to be grouped by strategy
i put new composite, but I literally might have gone ofer
Internal dispersion was the high low average for the annually not since inception