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•西• · 2019年12月05日

问一道题:NO.PZ2016032802000010

问题如下:

Ivey Gubler, a performance researcher in CoCo company. Recently, he is asked by the employer to calculate the last five years' performance of the company. During the calculation, he just chooses some accounts which perform better, and excludes the terminated accounts from past performance history. Which of the following statements is most likely correct?

选项:

A.

Ivey violates the standards by choosing some accounts which perform better.

B.

Ivey violates the standards by excluding the terminated accounts from past performance history.

C.

Both of these two actions above violate the standards.

解释:

C is correct.

According to Standard III(D) Performance Presentation, Ivey cannot only choose some accounts which perform better and shouldn't exclude the terminated accounts from past performance history. These two actions both violate this standard.

已经终止的账户也必须进行披露吗?

1 个答案

包包_品职助教 · 2019年12月05日

嗨,努力学习的PZer你好:


是的,因为一般被终止的账户都是那些业绩表现很差达到回撤的标准了,所以才会被清算终止。

如果不包括这些终止的账户的话,就会使得整个基金公司或者基金经理的业绩被高估。

就好比你算自己的成绩的时候,只计算了及格的一样,这样肯定不行


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虽然现在很辛苦,但努力过的感觉真的很好,加油!