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最后的1025 · 2018年06月12日

gips 业绩披露的问题


题干2. The US Large-Cap Equity Composite includes all actual fee-paying
portfolios. Each portfolio contains positions in large-cap stocks, which
 are selected by WCM after an extensive independent analysis.
Non-discretionary portfolios are not included in any composite. WCM does
 not include in any composite its large-cap model portfolio, which is
used during the investment selection process.
问题


Q. Is WCM most likely compliant with GIPS standards required for composite construction as disclosed in Note 2?




        
    • Yes.

        
  1. No, because of how the large-cap model portfolio is treated.

  2.     
  3. No, because of how non-discretionary portfolios are treated.


答案



A is correct. The composite consists of all actual
fee-paying portfolios that are managed on a discretionary basis. It is
therefore in compliance with GIPS standards.


B is incorrect because WCM does comply with GIPS standards with
respect to non-discretionary portfolios since their performance results
are not included in any composite.


C is incorrect because WCM does comply with GIPS standards with
respect to its utilization of the model portfolio since its performance
results are not included in any composite.


请问这个题目如何理解。我不明白C选项的意思。我认为题干中描述
“Non-discretionary portfolios are not included in any composite. ”是正确的。但是
'WCM does not include in any composite its large-cap model portfolio, which is
used during the investment selection process."我认为不对呀,不是说至少要放入一个composite里吗?为什么可以不放呢?就是答案C的描述看不懂?难道和客户指定交易有关系吗?前后两句话不是断开的吗,应该是独立的吧。






1 个答案

maggie_品职助教 · 2018年06月12日

C就是一个干扰项。

WCM does not include in any composite its large-cap model portfolio, which is
used during the investment selection process.

我理解这里的重点在于最后半句话,在投资选择的阶段不加入。这道题好像没有涉及这句话吧,我感觉就是在判断前两句。

这是哪里的题?我可以再看一下。加油。


最后的1025 · 2018年06月12日

是官网的题库里的题目,谢谢

maggie_品职助教 · 2018年06月13日

好奇怪,官网一共35题,我刚翻了一遍没有这个WCM啊,你直接截题号给我吧。

最后的1025 · 2018年06月13日

第21问,是Wryte Capital Management Case Scenario这个case

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