APPENDIX X1
THIRD EDITION CHANGES
The purpose of this appendix is to give a detailed explanation of the changes made to The Standard for Portfolio Management–Second Edition to help readers understand the differences between editions and the rationale for the standard, and to provide historical continuity.
The project committee was chartered to update and enhance The Standard for Portfolio Management—Second Edition. The following sources and criteria were used to determine requisite changes to the standard:
- Recommendations deferred from The Standard for Portfolio Management—Second Edition;
- Results of a portfolio management market research study that validated proposed changes to The Standard for Portfolio Management—Second Edition, including ...
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