Credits

We acknowledge:

CFA Institute, Charlottesville, VA, USA; Global Investment Performance Standards (GIPS®) Handbook (2012).

CFA Institute, Charlottesville, VA, USA; Global Investment Performance Standards (GIPS®) (2010).

CFA Institute; Jeffery Bailey, CFA; Thomas Richards, CFA; David Tierney, CFA; Evaluating Portfolio Performance, CFA Program Curriculum, Level 3, Volume 6 (2017).

CFA Institute does not endorse, promote or warrant the accuracy or quality of Greenwich Analytics^®. GIPS^® is a registered trademark owned by the CFA Institute.