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Kate · 2024年03月07日

如题

NO.PZ2024022002000083

问题如下:

In a firm adhering to the GIPS standards and overseeing both discretionary and nondiscretionary client accounts, Juma Dzuya integrates all fee-paying, discretionary accounts employing diverse strategies (value and growth) into a unified composite. Is this composite formation in line with GIPS requirements?

选项:

A.Affirmative. B.Negative, due to the inclusion of contrasting investment styles. C.Negative, owing to the exclusion of nondiscretionary accounts.

解释:

Option B is correct. According to GIPS guidelines, a composite should consist solely of portfolios that follow a consistent investment strategy or mandate. By combining accounts with distinct strategies like value and growth, the composite does not adhere to GIPS standards of uniformity in investment approach.

老师可以帮忙翻译一下题目吗

1 个答案

伯恩_品职助教 · 2024年03月10日

嗨,从没放弃的小努力你好:


在一家遵守GIPS标准并监督全权委托和非全权委托客户账户的公司中,Juma Dzuya将所有采用不同策略(价值和增长)的付费全权委托账户整合到一个统一的composite 中。这种composite formation是否符合GIPS的要求?

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