Dylan O’Connor is a portfolio manager at JEMStone Asset Management. He makes all the investment decisions for the portfolios in the firm’s Emerging Market composite, supported by JEMStone’s research department and trading desk. Acella Investment Advisors is seeking to establish an emerging market investment strategy and hires O’Connor to join Acella. Can Acella link O’Connor’s historical performance while at JEMStone to the performance of its new strategy and comply with the GIPS standards?
符合4个条件 可以link
- Acella 要有 records supporting the performance of portfolios （在JEMstone期间的）
- 两家公司之间没有 时间break
- Connor 是主要做决策的人
- Connor 是主要做决策的人 这个strategy 没有改变
对吗？
