D derswap07 New member Joined Jun 18, 2026 Messages 0 Reaction score 0 Apr 28, 2015 #1 Simulated performance is permissible if disclosed to the client as simulated performance?
D daharmattan1 New member Joined Jun 18, 2026 Messages 0 Reaction score 0 Apr 28, 2015 #3 Ethics- yes…GIPS not so much depending on the year. I’m about 85% sure on that one so don’t take it as the cold hard truth
Ethics- yes…GIPS not so much depending on the year. I’m about 85% sure on that one so don’t take it as the cold hard truth
Z zulu007 New member Joined Jun 18, 2026 Messages 0 Reaction score 0 Apr 29, 2015 #4 Agree re GIPS - “Firms must not link performance of simulated or model portfolios with actual performance”
Agree re GIPS - “Firms must not link performance of simulated or model portfolios with actual performance”
D derswap07 New member Joined Jun 18, 2026 Messages 0 Reaction score 0 Apr 29, 2015 Thread starter #5 Thanks guys.