Performance Results for a Portfolio | CFA® Level 1 Exam Preparation

Performance Results for a Portfolio

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Question

Performance results for a portfolio need to be presented with cash, ________ equivalents, or substitute assets.

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A. B. C. D.

C

Returns from cash and cash equivalents held in portfolios must be included in return calculations and the cash and cash equivalents must be included in the portfolio amount (total assets) on which the return is calculated.