AlmostDoneIII
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- Jun 18, 2026
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CFA Performance Standard requires disclosures and approval from previous employer to use the performance returns / data from them. What if the entire team leaves one company to go to another company to start the exact same strategy? GIPS says they have to link that performance from the other firm because it’s the same strategy and the same team managed it.
So does that team who left have to ask the employer to use the historic data?
Also the firm will probably hire a new team, and when they do hire the new team to continue the strategy can the new team even use the returns under GIPS? You probably would have to footnote the team changed if you could right?
So does that team who left have to ask the employer to use the historic data?
Also the firm will probably hire a new team, and when they do hire the new team to continue the strategy can the new team even use the returns under GIPS? You probably would have to footnote the team changed if you could right?