As part of its commitment to ethics, standards, and professional conduct, AIMR publishes several items to help promote integrity within the investment community. This book provides supporting interpretation and discussion of such topics as the creation of composites, calculation of returns, presentation of results, required and recommended disclosures, and verification. The second edition also addresses taxable portfolios, leverage and derivatives, bank trusts, international portfolios, venture capital and private placements, real estate, and wrap-fee accounts. In addition to specific recommendations, the report also identifies emerging issues requiring further study.
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