Performance Presentation Compliance with CFA Standards

Medium Cfa Institute Code And Standards Duties - Performance Presentation

As a CFA charterholder working at a wealth management firm, you are tasked with presenting performance results to your clients. To enhance transparency and maintain trust, you want to ensure that the performance presentation complies with the CFA Institute's standards on performance presentation. Which of the following practices is most aligned with the CFA Institute Code and Standards regarding performance reporting?

Presenting performance results net of fees, while using hypothetical returns for future projections.

Reporting gross performance results without disclosing the effect of fees or any other relevant factors.

Including performance results that account for all fees, expenses, and are based on actual client portfolios.

Hint

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% Correct83%