05:48 (1.5X)
1.请问composite里，哪些是quartly，哪些是annual披露，常考到的可以帮忙总结一下吗？
2.如果是家人的账户，我是否要跟客户的账户同等对待呢？我记得妻子的账户要当成自己的账户，后交易，那其他家人呢？谢谢！
伯恩_品职助教 · 2024年08月17日
嗨，努力学习的PZer你好：
1.•Except for private market investment portfolios, portfolios using TWR must be valued monthly, and the TWR must be calculated at least monthly as of the calendar month end or last business day of the month.
•Private market investment portfolios must be valued quarterly.
•Annualized, since-inception MWRs must be calculated at least annually.
•Composite time-weighted returns, except for private market investment composites, must be calculated at least monthly.
•The core elements of a GIPS Composite Report that presents a time-weighted return include the following:composite and benchmark annual returns for all years;
²Annualized, since-inception MWRs must be calculated at least annually.
2.这个属于ethics的问题，我记得是一视同仁
----------------------------------------------就算太阳没有迎着我们而来，我们正在朝着它而去，加油！