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Learn about the Global Investment Performance Standards (GIPS) in this 38-minute educational video that covers essential aspects of composite return calculations and portfolio management. Master asset weighting methods, understand discretionary portfolio management, and explore investment mandates and strategies in composite construction. Delve into GIPS requirements for presentation and reporting, including the timing of portfolio inclusion and exclusion from composites. Examine the conditions for linking historical performance across firms and understand verification processes that enhance credibility. Explore key concepts like minimum asset levels, inception requirements, historical variance, and sampling methodology while preparing for the 2025 Level III CFA® Program examination.
