substantially revised its PPS as part of a standards globalization program.
offers the three exams in May or June of each year.
submitted two comment letters to the commission objecting to the regulation when it was proposed, arguing the proposal would negatively affect both the quantity and quality of information available in financial markets by reducing issuer disclosures to sound bites and boilerplate, leaving investors worse off both informationally and economically.
In North America, the GIPS(R) standards were based on and preceded by AIMR
Performance Presentation Standards.
And while there is some support for current proposals to introduce summary quarterly reporting- something is better than nothing- the AIMR
survey shows that investors need more.
Uses an outside auditing or verification entity to examine how its compliance procedures calculate total time-weighted returns and ensures that the manager made appropriate disclosures and that their presentation of results complies with AIMR
has not been involved with or reviewed Navellier & Associates Inc.
As a professional association that stands for high standards of integrity and ethical conduct, AIMR
urges individuals with knowledge of any inappropriate dealings by CFA(R) charterholders, other AIMR
members, or CFA(R) candidates to contact AIMR
Professional Conduct Program at pconduct@aimr.
As one of the 127 member societies and chapters of AIMR
, SASF's purpose is to promote high standards of competence and sound professional standards and ethics, as embodied by the CFA designation, among its members, promote a public awareness and understanding of its activities and functions, sponsor programs to further the exchange of investment ideas and information and to engage in such other activities that may contribute to the education and professional development of the membership.
CONTACT: Rich Wyler of AIMR
, office, +1-434-951-5344, cell, +1-434-531-4597, or Lou Thompson, +1-703-506-3572, or Doug Parrillo, +1-202-861-5838, both for NIRI
is the global, 60,000-member professional organization that administers the prestigious Chartered Financial Analyst(R) (CFA(R)) curriculum and examination program.
The commercial -- the first in AIMR
's history -- is a video montage of 14 CFA charterholders from 12 cities in six countries -- reciting the AIMR
Code of Ethics to which they pledge each year.