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Up0
I started of with the ethics part for Level 1 and i’m ust trying to get a hand on composites (GIPS part).
Can I consider a mutual fund also as a composite and as a result should the performance of mutual funds (ideally) also
reflect the GIPS standards?much appreciated
Benjamin
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Up3
Thanks Sophie…
and in the case a investment firm manage Global Equity fund and a European Equity fund…and wants to set up European Equity Composite this should include the holdings in European Equity fund and also a (european) part of the Global Eq fund…right?
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Up2
Hello @bendujamin, welcome to the forum 🙂
Yes a mutual fund is a type of pooled funds and can be treated as a composite, and therefore reflect the GIPS standards.
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Up1
Yup! that sounds right to me @bendujamin. the composite should have same characteristics
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