There doesn’t seem to be an LOS referring to this, but if you look at CFA Book 6, EOC Q 27, there are a ton of calculations. Schweser doesn’t seem to make it sound like you have to know these. (Schweser also makes it sound like you don’t need to calculate Dietz or any of the return/dispersion calcs) Thoughts? Were these on the exam last year?


I’d say follow the LOS not Schweser! LOS does not have GIPS tax questions. LOS does have Dietz calcs and Modified Dietz calcs. Think you may have to calc return/dispersion too (the LOS for that is either in the GIPS chapter or somewhere else in the CFA III curriculum).