International Portfolio Benchmark Assumptions

Assumed Benchmark Performance Disclosures

Prev Question Next Question

Question

With regard to international portfolios, if net performance is indicated, managers are required to disclose the assumed ________ for the benchmark.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

A

To be in compliance with the AIMR-PPS, the performance presentation for international portfolios must disclose whether composites and benchmarks are presented gross or net of withholding taxes on dividends, interest and capital gains; if net, the assumed tax rate for both the composite and the benchmark.

Prev Question Next Question