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西红柿面 · 2025年06月19日

There is no minimum or maximum number of portfolios that a compo

NO.PZ2022010501000017

问题如下:

What is the minimum number of portfolios that a composite must contain to comply with the GIPS standards? Must a firm disclose the number of portfolios in a composite?

选项:

解释:

Under the GIPS standards, there is no minimum or maximum number of portfolios that a composite may include. The GIPS standards require that firms disclose the number of portfolios in each composite as of the end of each annual period presented, unless there are five or fewer portfolios.

根据 GIPS 标准,composite 可能包含的投资组合数量没有最小或最大数量。 GIPS 标准要求公司在每个年度报告期末披露每个composite 中的投资组合数量,除非仅有五个或更少的投资组合。

4.A.1 The firm must present in each GIPS composite report:

f:The number of portfolios in the composite as of each annual period end. If the composite contains five or fewer portfolios at period end, the number of portfolios is not required.

想问以下两个问题:

  1. There is no minimum or maximum number of portfolios that a composite may include.这个说法是对的嘛?因为难道不是说The GIPS standards state that firms must include all actual, discretionary, fee- paying segregated accounts in at least one of the firm’s composites,所以最小应该是1呀
  2. 老师在这个回答里面说GIPS没有主观题了,https://class.pzacademy.com/qa/103257,现在有变化么?这边还需要练习GIPS的主观题吗?
1 个答案

伯恩_品职助教 · 2025年06月19日

嗨,爱思考的PZer你好:


  1. There is no minimum or maximum number of portfolios that a composite may include.这个说法是对的嘛?因为难道不是说The GIPS standards state that firms must include all actual, discretionary, fee- paying segregated accounts in at least one of the firm’s composites,所以最小应该是1呀——对于portfolio是必须在至少一个composite中,对composite没有保护多少portfolio的数量要求,不过如果没有相应的portfolio,那么composite是没有存在的必要的。但也是有这种可能性的,比如composite包含一个portfolio,但是这个portfolio因为投资属性的改变,移出这个composite里的,这样composite的数量就是0了。但是因为历史业绩要保留在原composite中,所以这个composite也要存在。
  2. 老师在这个回答里面说GIPS没有主观题了,https://class.pzacademy.com/qa/103257,现在有变化么?这边还需要练习GIPS的主观题吗?——要的,从25年开始有可能考主观题了


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