CFA Level I Notes : GIPS 9 Major Sections

Certified Financial Analyst (CFA) Level I Exam Notes

Global Investment Performance Standard

9 Major Sections:

0.  Fundamentals of compliance
1.  Data inputs
2.  Methodology used in calculations
3.  What is the composite made up of
4.  What are disclosed
5.  How is reporting and presentation done
6.  Standards related to real estate
7.  Valuation for private equity
8.  Wrap fees and Separately Managed Account Portfolios presented appropriately 

Tags: CFA Exam Level I Notes, personal study reminders

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