This presentation provides a primer for CFA Institute Standard of Professional Conduct III(D): Performance Presentation. The video conveys the key concepts of the standard, recommended compliance practices, and provides case studies to allow users to practice applying the standard to real world scenarios. The concepts covered include composite performance, representative accounts, simulated performance, cherry picking accounts, terminated accounts, portability of performance history, benchmarks, disclosures, the Global Investment Performance Standards (GIPS), and calculation methodology.
This video is part of the 22 video series covering each of the Standards of Professional Conduct.
