USIPC After-Tax Performance Standards
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The United States Investment Performance Committee (USIPC) After-Tax Performance Standards are applicable for firms that choose to present after-tax performance results under the United States taxation rules for taxable portfolios for investment strategies. Effective 1 January 2011, all firms, whether claiming compliance with the Global Investment Performance Standards (GIPS®) or not, are encouraged to comply with the USIPC After-Tax Performance Standards and include the disclosure language that the after-tax returns were calculated in accordance with the USIPC After-Tax Performance Standards.