{"id":37,"date":"2024-05-11T18:52:22","date_gmt":"2024-05-11T18:52:22","guid":{"rendered":"https:\/\/firstcomposite.com\/?page_id=37"},"modified":"2024-05-11T19:09:09","modified_gmt":"2024-05-12T01:09:09","slug":"page-3-question-on-gips","status":"publish","type":"page","link":"https:\/\/firstcomposite.com\/?page_id=37","title":{"rendered":"GIPS Question"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Can a firm include a single portfolio in more than one of the firm\u2019s composites?<\/h3>\n\n\n\n<p>Yes. The Standards state that firms must include all actual, discretionary, fee-paying portfolios in at least one of the firm\u2019s composites. If the portfolio meets the defined criteria for inclusion in more than one composite, the firm must include the portfolio in all the firm\u2019s appropriate composites. For example, a firm may have a large-cap composite and a large-cap growth composite. If the firm manages a portfolio that meets the criteria for inclusion in the large-cap composite as well as the large-cap growth composite, the firm must include the portfolio in both composites.<\/p>\n\n\n\n<p>Source: GIPS Handbook, 2nd Edition<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"181\" height=\"47\" src=\"https:\/\/firstcomposite.com\/wp-content\/uploads\/2024\/05\/cropped-image.png\" alt=\"\" class=\"wp-image-77\" style=\"width:191px;height:auto\"\/><\/figure>\n\n\n\n<p><strong>Justin@firstcomposite.com<\/strong><\/p>\n\n\n\n<p><strong>416-712-0523<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Can a firm include a single portfolio in more than one of the firm\u2019s composites? Yes. The Standards state that firms must include all actual, discretionary, fee-paying portfolios in at least one of the firm\u2019s composites. If the portfolio meets the defined criteria for inclusion in more than one composite, the firm must include the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-37","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/firstcomposite.com\/index.php?rest_route=\/wp\/v2\/pages\/37","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/firstcomposite.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/firstcomposite.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/firstcomposite.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/firstcomposite.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=37"}],"version-history":[{"count":5,"href":"https:\/\/firstcomposite.com\/index.php?rest_route=\/wp\/v2\/pages\/37\/revisions"}],"predecessor-version":[{"id":84,"href":"https:\/\/firstcomposite.com\/index.php?rest_route=\/wp\/v2\/pages\/37\/revisions\/84"}],"wp:attachment":[{"href":"https:\/\/firstcomposite.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=37"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}