Effective Date for Compliance with AIMR-Performance Presentation Standards for Non-U.S. and/or Non-Canadian Investments and Taxable Portfolios

AIMR-Performance Presentation Standards for Non-U.S. and/or Non-Canadian Investments and Taxable Portfolios

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Question

What is the effective date for compliance with the AIMR-Performance Presentation Standards for non-U.S. and/or non-Canadian investments and taxable portfolios?

Answers

Explanations

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A. B. C. D.

Explanation

From January 1, 1994, going forward, all of the firm's actual discretionary fee-paying portfolios invested in non-U.S. and/or non-Canadian investments

("international portfolios") and taxable portfolios (both North American and international) must be presented in composites that adhere to the Standards.