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Frisbee · 2023年06月03日

保险公司是否遵守GIPS

  1. CFA I
  2. Ethics

NO.PZ2016032802000023

问题如下：

GIPS is suitable for what kind of company and gives service to what kind of target group?

选项：

A.

GIPS applies to insurance companies for serving their existing and prospective clients.

B.

GIPS applies to trust companies issuing securities and serve investment management firms.

C.

GIPS applies to investment management firms and serve their existing and prospective clients.

解释：

C is correct.

Only investment management firms can choose whether to comply with the GIPS standards or not. And they serve existing and prospective clients.

保险公司也需要投资业务，是否需要遵守GIPS?上课讲的时候说是要整个公司遵守，所以只要有开设投资部门就应该可以遵守GIPS吧？

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2 个答案

伯恩_品职助教 · 2023年06月05日

嗨，努力学习的PZer你好：


抱歉，同学 我用的是三级GIPS的讲义。你那没有的，但是这个规定是通用的。只要这个投资部门遵守GIPS就可以

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努力的时光都是限量版，加油！

伯恩_品职助教 · 2023年06月05日

嗨，爱思考的PZer你好：


这个投资部门在GIPS里就是公司的概念了。所以只要这个投资部门遵守GIPS就行

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就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

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