GIPS Presentation Required vs Recommended

CFA Level III Portfolio Management
#1

Hello, does anyone have a summary of what’s required (ex: firm definition, internal dispersion…) and what’s recommended for a compliant presentation?

Thanks a lot

#2

there is a post from a week or so ago that did exactly this. I will link if I can find it.

#3

Here are 2 solid discussions on GIPS and a good resource

https://www.analystforum.com/forums/cfa-forums/cfa-level-iii-forum/91358151

https://www.analystforum.com/forums/cfa-forums/cfa-level-iii-forum/91309287

https://gostudy.io/blog/Avoid-Memorization-and-score-points-on-GIPS-for-CFA-L3

#4

Thanks for your help !