RESEARCH

Model, hypothetical, and backtested performance – best practices

header_b.gifIn the CFA Institute’s new Investment Performance Measurement newsletter, launched this month David Spaulding, president The Spaulding Group, and Steven Stone, partner at Morgan, Lewis & Bockius discuss the issues concerning the use of theoretical performance, summarise the regulatory implications and risks of using such presentations, and suggest best practices and appropriate disclosures.

Click here to read the newsletter

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