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


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, when a

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact or view our subscription options here:

You are currently unable to copy this content. Please contact to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

If you already have an account, please sign in here.

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here