王同学2019-06-01 16:08:55
在广告原则这一部分,展示return可以只展示一年期,三年期和五年期的收益吗?也就是说,不展示HPR
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Chris Lan2019-06-04 17:12:17
同学你好,是可以的,可以不展示HPY。从条款原文来看是这个样子。但是从协会出题的角度来看,他更倾向于展示时把HPY加上,但从原文看不展示,这样展示肯定没问题。
Advertisements that state a claim of compliance and present performance must also present one of the following sets of total returns:
one-, three-, and five-year annualized composite returns through the most recent period;
period-to-date composite returns in addition to one-, three-, and five-year annualized composite returns through the same period of time as presented in the corresponding compliant presentation; or
period-to-date composite returns in addition to five years of annual composite returns calculated through the same period of time as presented in the corresponding compliant presentation.
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