LOS
u. state and explain the requirements for compliance with the GIPS Advertising
Guidelines.
Advertisements must include the following
A description of the firm
the GIPS advertising guidelines compliance statement.
A description of the strategy of the composite being advertised.
Period to period composite performance results
To indicate clearly whether the performanc shown is gross and/or net of investment management fees.
For the period for which the composite return is presented, bench mark total return is to be presented and a description of the bench mark is to be given.
The currency used to express returns has to be specified.
Use of derivatives for leverage as a part of the investment strategy.
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