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Carolyne · 2025年04月13日

GIPS是自愿的

NO.PZ2025010601000016

问题如下:

When it comes to performance reporting, Sage Wealth Advisors presents information that checks the boxes for being fair, accurate, relevant, timely, and complete. However, the firm doesn't fully measure up to the GIPS Standards. For securities without readily available third-party price quotes, the firm resorts to using internal models for valuation. Management at Sage is confident that these valuations are reasonable estimates, though they lack the means to confirm their absolute precision.


Do the performance reports of Sage Wealth Advisors conform to the performance and valuation guidelines of the AMC?

选项:

A.Yes.

B.No, they don't meet the GIPS standards fully.

C.No, they are inadequate when it comes to securities lacking readily available quotations.

解释:

The text clearly states that while Sage Wealth Advisors' performance reporting has certain positive aspects such as being fair, accurate, relevant, timely, and complete, it doesn't fully measure up to the GIPS Standards. This directly indicates that the performance reports do not conform fully to the relevant standards. Option A is incorrect as it contradicts the information given. Option C is too narrow in its focus as the main issue is the non-compliance with the GIPS Standards in general, not just related to securities lacking readily available quotations.

GIps是自愿的 公司不遵守gips不行吗?为什么说公司没有遵守gips就是说业绩展示不合格?

0 个答案