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IanZQ · 2023年07月03日

能中文解释下

NO.PZ2022010501000010

问题如下:

A charitable foundation transfers securities in kind to Taurus Asset Management Ltd. to fund a new bank loan portfolio. Taurus estimates that after liquidating the transferred securities, it will take five months to invest the foundation’s assets in bank loans. Which statement best describes a requirement of the GIPS standards? Taurus must include the foundation’s portfolio in the appropriate composite:

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.” In this case, it is expected to take an extended period to invest the new client’s assets in accordance with the composite strategy. Assuming Taurus complies with the GIPS standards, its documented policy would provide for the inclusion of new bank loan portfolios in the composite on a timely basis. For example, Taurus’s policy may require new portfolios to be included in the composite as of the first full measurement period that the assets are fully invested. Taurus must apply its policy consistently.

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 Taurus 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,Taurus 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。

能中文解释下这个题目的题干么,没看懂,什么BANK LOAN~~

1 个答案

伯恩_品职助教 · 2023年07月06日

嗨,爱思考的PZer你好:


一家慈善基金会将实物证券转让给金牛座资产管理有限公司,为新的银行贷款组合提供资金。Taurus估计,在清算转让的证券后,将需要五个月的时间将基金会的资产投资于银行贷款。哪一句话最能描述GIPS标准的要求?金牛座必须将基金会的投资组合包括在适当的组合中:


简单说就是一个金主爸爸把自己现在的证券(比如股票B吧)交给A资产公司打理。卖出原来持有的股票B后,需要5个月才能进行打理。那么根据GIPS要求,什么时候把这个投资组合的return算进到composite里。

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