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Captain America · 2025年05月25日

请问C选项的错误在哪里?

NO.PZ2024022002000207

问题如下:

Which statement accurately reflects the principles of composite adherence to the GIPS standards?

选项:

A.To affirm compliance, a firm is required to include every fee-generating account in at least one composite grouping.

B.The mandate for establishing, employing, and preserving composites aims to eliminate the practice of selecting only the most successful accounts to depict an investment approach.

C.Every actual, fee-producing, discretionary, and non-discretionary portfolio managed under an identical investment directive, goal, or strategy must be incorporated into a composite.

解释:

Option B is correct as it underscores the GIPS standards' objective of employing composites to prevent selective reporting by requiring a holistic and unbiased presentation of an investment strategy's performance.

请问C选项的错误在哪里?

1 个答案

伯恩_品职助教 · 2025年05月26日

嗨,爱思考的PZer你好:


non-discretionary portfolio是不能放在composite中的

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