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CFA 2018 level 3 schweser practice exam CFA 2018 level 3 question bank 13 GIPS answers

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GIPS Answers Part A Comment Is this element of CWM's presentation consistent with GIPS requirements? (circle one) Yes The length of data The dispersion of the composite presented in the table and in the notes No Yes No Explanation Once a composite has more than 10 years of history, only 10 years must be shown The standard deviation of asset-weighted portfolio returns within the composite is an acceptable dispersion measure Sample Scoring Key: point each for correctly identifying whether the element is consistent with GIPS requirement points for each explanation points if yes/no decision is incorrect Part B Total firm assets or composite assets as a percentage of total firm assets is required year annualized standard deviation of the benchmark and composite return is required (starting Jan 1, 2011) Income return and capital components of return are required for real estate Composite asset values must be for year end The 1st quarter return for 2015 cannot be annualized Sample Scoring Key: points each for five items

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