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Quantitative Finance · Glossaire

Qu'est-ce que « Track record portability » ?

Definition 25.5 The Desk and the Firm · Chapitre 25 — Launching a Fund and Raising Capital

Track record portability is the extent to which a manager may present performance achieved at a previous firm as its own: in the United States it is allowed in advertisements only under the conditions of the SEC’s marketing rule (Box 25.1).

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