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McGregor Investment Management promotes itself as a fixed-income investment management firm. The vast majority of the portfolios it manages are fixed-income portfolios. McGregor does, however, manage a few portfolios, utilizing a growth equity investment strategy, but the firm has no intention of ever promoting this strategy. Under the Global Investment Performance Standards (GIPS), must these portfolios be included in a composite? A. No, because the firm does not normally manage portfolios to a growth equity strategy and is not planning to promote it. B. Yes, because the portfolios are discretionary and fee paying. C. Yes, because the portfolios are managed to a widely recognized investment strategy. |