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Johnny2023-04-16 14:36:51
同学你好,文中有以下话语:Jacaranda´s single composite includes all current and terminated client accounts,这个就是违规的,不能用单独一个composite把所有的现有和过往的账户都汇总在里面,应该根据不同投资组合的特征和策略来分别将它们归类到对应的composite中,因此条款要求的是presenting the performance of the weighted composite of similar portfolios rather than using a single representative account,通过各个composite来加权体现总体业绩。
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