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必过50 · 2022年11月21日

这是那个知识点?

NO.PZ2022010601000008

问题如下:

Johnson received the inheritance from his family—securities, and he wanted to use the property for alternative investments. He gave the property to GTA, a professional wealth management company. The fund manager of GTA company estimated that it would take about a year for the assets of the foundation to be invested in alternative assets after completing the liquidation of the transferred securities. Which statement best describes the requirements of the GIPS standard? Company GTA must include Johnson's investment portfolio in the appropriate combination:

选项:

A.

on a timely and consistent basis.

B.

when the assets are substantially invested.

C.

as of the beginning of the next full measurement period.

解释:

A is correct.

The GIPS standards state, “Composites must include new portfolios on a timely and consistent basis after each portfolio comes under management.”

GIPS 标准规定,“在管理每个组合后,Composites 必须及时且一致地包括新组合。”在这种情况下,根据composite策略,预计需要较长时间来投资新客户的资产。假设Company GTA 符合 GIPS 标准,其书面政策将规定及时将新的银行贷款组合纳入Composites 。例如,Company GTA 的政策可能要求从资产被完全投资的第一个完整计量期开始,将新的投资组合包括在Composite中。

这是那个知识点?谢谢老师

1 个答案

伯恩_品职助教 · 2022年11月22日

嗨,从没放弃的小努力你好:


Composites-Including and Excluding portfolios

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加油吧,让我们一起遇见更好的自己!

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