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Sofia nice · 2024年08月14日

A

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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.

A选项，保险公司整个公司遵守不是更好吗，为啥非要单独说是投资部门遵守呢？另外，为啥后面是服务已有或者潜在客户，这个是固定的说法吗？第一反映是，这个是个人，不是公司，不对

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1 个答案

伯恩_品职助教 · 2024年08月14日

嗨，爱思考的PZer你好：


C选项是firm啊，也是公司啊，而且GIPS约束的是投资公司，其它公司不做约束。

对，是固定说法，因为看GIPS的就是已有的和潜在的客户，客户通过看遵守GIPS的公司的composite，了解其业绩，才能知道自己想投资什么，当然是服务的群体是已有和潜在的客户

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