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程冠林 · 2023年02月12日

选项c怎么理解

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NO.PZ202301190100003102

问题如下:

Is WCM most likely compliant with GIPS standards required for composite construction as disclosed in Note 2?

选项:

A.Yes. B.No, because of how the large-cap model portfolio is treated. C.No, because of how non-discretionary portfolios are treated.

解释:

Solution

A is correct. The composite consists of all actual fee-paying portfolios that are managed on a discretionary basis. It is therefore in compliance with GIPS standards.

B is incorrect because WCM does comply with GIPS standards with respect to non-discretionary portfolios since their performance results are not included in any composite.

C is incorrect because WCM does comply with GIPS standards with respect to its utilization of the model portfolio since its performance results are not included in any composite.

选项c以及对应的文中“WCM does not include in any composite its large-cap model portfolio, which is used during the investment selection process.”这句话怎么理解。

具体是哪个知识点呢?

3 个答案
已采纳答案

伯恩_品职助教 · 2023年02月13日

嗨,爱思考的PZer你好:


啊。。。这个答案解释和选项不对应。——好像是的

选项b咋理解呢——不能包含模拟组合,必须是真实的交易的组合

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

伯恩_品职助教 · 2023年02月13日

嗨,从没放弃的小努力你好:


同学你好,你这个选项对应错了,C选项对应的是Non-discretionary portfolios are not included in any composite. 

Non-discretionary portfolios是不能包含在composite里的

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

伯恩_品职助教 · 2023年02月13日

嗨,爱思考的PZer你好:


同学你好,你可以把这个题的题目截图或者复制下来吗?我这边什么都看不到

或者你给我说一下这个题是属于哪个分类下面的,我在GIPS题库下面没有找到这个题

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

程冠林 · 2023年02月13日

Non-discretionary portfolios are not included in any composite. WCM does not include in any composite its large-cap model portfolio, which is used during the investment selection process.note2一段话拆开两句回复了。

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