AIMR Group Meets With Vendors Of Portfolio Systems To Spread Word On Performance Guidelines

PORTFOLIO SYSTEMS

As part of a continuing effort to spread the word on its performance disclosure guidelines throughout the investment management industry, the Association for Investment Management and Research (AIMR) met Jan. 7 in New York with vendors of portfolio management systems. Under discussion were approaches to cash allocation and their effects on performance reporting.

The AIMR sought vendors' opinions on methods used to attribute cash to fixed-income and equities segments of balanced accounts

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