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Judy2023-07-17 15:22:49

第4题,请问答案这句话怎么理解呢The GIPS® composite should depict the results of an ongoing and consistent management process. While all the funds in the composite were briefly “non-discretionary” during this market disruption, this was an industry-wide event. The performance and dispersion impact on this fund was singularly significant and stemmed from a unique confluence of external circumstances not representative of the management style. It is large enough to compromise the integrity of the composite and be materially misleading to clients and prospects.

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Johnny2023-07-17 22:33:55

同学你好,虽然该组合组中在这个金融危机中属于non-discretionary了,但这是个全行业的事件而不仅仅是某个基金的问题。这个基金的异常业绩单独拿出来看有着显著的影响,他是由于外部环境说导致的,并不是基金的投资管理方式所导致的,该基金的异常表现已经能够影响到composite在业绩展示方面的完整性和正直性,他对于投资者和客户也会产生误导

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