Could anyone explain which trwor or mwror to use when firm have control over cash flows and why??   Also which is more difficult to do mwror or twror?? As under mwror valuation done at every cash flow and under twror it’s difficult ...

Will sanjay saraf sir take classes of asset manager code in ethics

could someone explain how it voilated the record retention policy?/ by maiaintaing there own personal notes or by sending reports ...

doubt cleared

While calculating Time weighted composite return , Is there any difference (in calculating answers) between asset-WEIGHTING the individual portfolio returns using a method that reflects both beginning-of-period values and external cash flows or using the Aggregate Return method ? Both the methods seems same to ...

If a firm is GIPS complaint from 2010 to 2014 ( 5 years ) and then drops GIPS compliance for 1 year (2015) , can it again claim GIPS compliance from 2016 by showing past 5 years’ returns ( 2011 ...

GIPS 2020 EDITION had many changes as compared to earlier edition, but I m not finding any lecture on the same, lectures provided are recorded way back, so getting frustrated in preparing CFA L3 ethics & my attempt is due ...

Chau is enrolled to sit for the Level III CFA Program exam. In its marketing brochure, PIA states: “May Chau is a Level III candidate in the CFA Program.” A colleague tells Chau this statement may be incorrect according to ...