- Firms must also disclose the composite creation date (I.4.A.10), the date on which the firm first grouped one or more portfolios to form the composite. This is not necessarily the earliest date for which composite performance is reported. If a firm has redefined a composite, the firm must disclose the date of, description of, and reason for the redefinition (I.4.A.17).24 Similarly, firms must disclose any changes to a composite’s name (I.4.A.18). (Curriculum)
For exmpale, 2010 Jan.
Or need to go specifically the date, 2010 Jan 15 (for example)