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Yvonne0719 · 2024年09月17日

每一个选项到底哪里错了

NO.PZ2024022002000139

问题如下:

Identify the accurate statement concerning the GIPS standards.

选项:

A.Every portfolio that pays fees must be part of at least one composite group.

B.Portfolios sharing identical investment objectives are grouped together into a single composite.

C.The grouping of portfolios into composites is determined annually based on their real performance.

解释:

Option B is correct. As per GIPS standards, a composite refers to the collective grouping of multiple portfolios that are managed under a uniform investment mandate, goal, or approach.

麻烦逐个解释选项及哪里出错,A明明很对啊

1 个答案

伯恩_品职助教 · 2024年09月18日

嗨,从没放弃的小努力你好:


A选项。如果一个pooled funds是投资分红股票的,但是没用其它类似的Segregated Account,那么就不会为了pooled fund单独创造一个composite。如果A选项说的是Segregated Account且是discretionary和pay fee的。就一定要放在composite里的

C选项是完全错误,我翻译一下,“每年根据投资组合的实际表现确定其composite。”。这就有了进行打造业绩的操作空间了。应该是根据其投资风格来确定composite

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