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Portfolio Management Q136

136Joseph Jackson, a fund manager at Hermes Global Equities, is preparing an IPS for his client. Which of the following will he least likely place in the appendices of this IPS?
  • Option : A
  • Explanation : Appendices contain information on strategic (baseline) asset allocation and permitted deviations from policy portfolio allocations, as well as how and when the portfolio allocations should be rebalanced. Procedures to update IPS are a major component of the IPS that is not a part of the appendices.
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