GIPS: Internal Dispersion

CFA Level III Portfolio Management
#1

With regard to Internal Dispersion, what is the difference among

  1. the general provision, 2) real estate, 3) private equity, 4) wrap fee/SMA?
#2
  1. the general provision: standard deviation, H/L, … 2) real estate: High/Low 3) private equity: none 4) wrap fee/SMA: same as 1)

Correct me if I’m wrong.

#3

Im not going to go that deep, its too difficult to remember all that. But I do recall interquartile range, equal weighted, and asset weighted SD’s being allowed along with hi/low, at least in the general provision.