One quick question, should the model portfolio be included in any composite?
No. Has to be actual, fee-paying and discretionary portfolio. For actual and non-fee-paying portfolios, you can include but need to disclose.
One quick question, should the model portfolio be included in any composite?
No. Has to be actual, fee-paying and discretionary portfolio. For actual and non-fee-paying portfolios, you can include but need to disclose.