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Monthly Archives - October 2020

“The GIPS general provisions for real estate and for private equity require that both income and capital gains are included in the calculation and presentation of returns."

“The GIPS general provisions for real estate and for private equity require that both income and capital gains are included in the calculation and presentation of returns." The capital return and income return for Monroe are closest to: Capital return income returnA . 5.8% -2.6%B . 5.8% 0.3%C . 10.2%...

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What two actions should you take?

The CEO of your company has indicated that messages from trusted contacts are being delivered to spam, and it is significantly affecting their work. The messages from these contacts have not always been classified as spam. Additionally, you recently configured SPF, DKIM, and DMARC for your domain. You have been...

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What Price Book structure is recommended?

Universal Containers is deploying Field Service Lightning in Europe, where pricing varies by country. What Price Book structure is recommended?A . Utilize a custom Price Book specific to each country.B . Utilize the standard Price Book with pricing rules applied.C . Utilize a custom Price Book with pricing rules applied.D...

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Shirley Riley, CFA, has just been promoted, from vice president of trading to chief investment officer (CIO) at Crane & Associates, LLC (CA), a large investment management firm. Riley has been with CA for eight years, but she has much to learn as she assumes her new duties as CIO. Riley has decided to hire Denny Simpson, CFA, as the new compliance officer for CA, Riley and Simpson have been reviewing procedures and policies throughout the firm and have discovered several potential issues.

Shirley Riley, CFA, has just been promoted, from vice president of trading to chief investment officer (CIO) at Crane & Associates, LLC (CA), a large investment management firm. Riley has been with CA for eight years, but she has much to learn as she assumes her new duties as CIO....

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