Total Firm Assets Definition | CFA® Level 1 Exam Prep

AIMR-PPS: Definition of Total Firm Assets

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According to the AIMR-PPS, total firm assets are defined to include

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Total firm assets are defined to include all discretionary and nondiscretionary assets. Total firm assets do not refer to assets underlying overlay investment strategies, such as currency overlay, options and futures overlays, securities lending programs and asset allocation overlay strategies, unless the firm actually manages the underlying assets.