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Sofia nice · 2024年08月14日

可是这里说Gip是为个人客户服务呀，我理解是为公司

  1. CFA I

NO.PZ2016032802000023

问题如下：

GIPS is suitable for what kind of company and gives service to what kind of target group?

选项：

A.

GIPS applies to insurance companies for serving their existing and prospective clients.

B.

GIPS applies to trust companies issuing securities and serve investment management firms.

C.

GIPS applies to investment management firms and serve their existing and prospective clients.

解释：

C is correct.

Only investment management firms can choose whether to comply with the GIPS standards or not. And they serve existing and prospective clients.

可是这里说Gip是为个人客户服务呀，我理解是为公司

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1 个答案

伯恩_品职助教 · 2024年08月14日

嗨，爱思考的PZer你好：


这里不是说的个人啊，是说的客户啊，客户包括个人投资者和机构投资者。而GIPS呢，是通过约束机构来达到服务包括个人投资者和机构投资者的广大投资者，也包含已经投资者和将要投资的潜在投资者

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