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多乐登 · 2025年05月07日

这样回答行不?

NO.PZ2022010501000008

问题如下:

Can a firm include a single portfolio in more than one of the firm’s composites?

解释:

Yes. The GIPS standards state that firms must include all actual, discretionary, fee- paying segregated accounts in at least one of the firm’s composites. If the segregated account meets the defined criteria for inclusion in more than one composite, the firm must include the account in all the firm’s appropriate composites. For example, a firm may have a large-cap composite and a large-cap growth composite. If the firm manages a segregated account that meets the criteria for inclusion in the large-cap composite as well as the large-cap growth composite, the firm must include the account in both composites.

是的。 GIPS 标准规定,公司必须在公司的至少一个组合中包括所有实际的、可自由支配的、付费的独立账户。 如果独立账户符合包含在多个组合中的定义标准,公司必须将该账户包括在公司所有适当的组合中。 例如,一家公司可能有一个大盘股composite和一个大盘增长composite。 如果公司管理的独立账户符合纳入大型股composite和大型成长型composite的标准,则公司必须将该账户包括在两个composite中。

### **GIPS Composite Rules** 

1. **Must include** all fee-paying, discretionary accounts in at least one composite 

2. **Multi-strategy accounts** must be included in all qualifying composites 

  - *Example:* Large-cap growth account goes in both large-cap and large-cap growth composites 

3. **No selective exclusion** - Composites must fully represent eligible accounts 


**Purpose:** Ensure complete, unbiased performance reporting 


*(Conforms to GIPS standards)*

1 个答案

伯恩_品职助教 · 2025年05月07日

嗨,爱思考的PZer你好:


*Must include** all fee-paying, discretionary accounts in at least one composite ——类似这个,加一个主语就是完整的句子了,就能拿分,如果没有这个主语不是完整的句子是不行的。

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

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