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Tracy · 2025年01月26日

答案A和C分别错在哪里呢?

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NO.PZ202301190200001002

问题如下:

With regard to Green Note’s five-year investment performance history, Kim is most consistent with the CFA Institute Standards of Professional Conduct concerning which of the following?

选项:

A.Performance as a hedge fund manager B.Simulated performance of current strategy C.Performance when she was an equity portfolio manager

解释:

根据CFA Institute的《道德规范与专业行为准则》,标准 III(D)业绩展示,要求投资经理在展示业绩时必须确保信息真实、准确并且不具误导性。Kim模拟了Green Note当前投资策略的业绩,并在脚注中披露了这一点,同时标明了是否为毛利或净利。

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