让同学2021-10-23 16:38:30
这题虽然对了,但是对答案还是有疑问,广告里展示了业绩但没展示dispersion,这个是对的吗??在我理解里,如果广告不涉及业绩,是可以不展示dispersion,但如果展示了业绩,也必须展示和说明dispersion。我不选B的原因是不应该是“individual portfolio return”,而是“composite return”。
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Johnny2021-10-25 15:22:03
同学你好,GIPS并没有要求广告展示dispersion。对于广告的业绩展示,GIPS是如下规定的:
a. one-, three-, and five-year annualized composite returns through the most recent period
b. 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;
c. 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.
以上abc三条选择其中一个展示即可,它并没有说要展示dispersion。
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