三级GIPS

嗨，努力学习的PZer你好：

•Except for private market investment portfolios, portfolios using TWR must be valued monthly, and the TWR must be calculated at least monthly as of the calendar month end or last business day of the month. 

•Private market investment portfolios must be valued quarterly.

•Annualized, since-inception MWRs must be calculated at least annually. 

•Composite time-weighted returns, except for private market investment composites, must be calculated at least monthly. 

•The core elements of a GIPS Composite Report that presents a time-weighted return include the following:composite and benchmark annual returns for all years;

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