ddd2019-06-11 23:54:28
老师请问36题为什么不能只披露1/3/5年期的年化收益?
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Chris Lan2019-06-12 09:45:56
同学你好,这个题我们一直有疑问的,GIPS的条款上说的很明白,这三种都可以,但这个题就认为一定要带上HPY,而且今年也没有相关的勘误,所以我们建议大家就按协会的这个理解来,考试的时候有带HPY的就选带HPY的。
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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