Joe2022-05-09 14:49:24
Joe老师，图中原版书这句话怎么理解？The IPS should be reviewed annually; however, revisions should be infrequent, such as when material changes occur in investor circumstances and/or the market environment, as the IPS serves as the foundation for the investment program. 为什么revisions should be infrequent？
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Chris Lan2022-05-10 15:49:56
Chris Lan同学您好
这句话的意思就是IPS每年要审核，但一般不太需要频繁修改。审核就是检查一下组合是不是按IPS的要求在投资，有没有达成投资效果，而修改是修改IPS中的内容。审核和修改内容不是一个概念。
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