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没提到标不标准就默认不标准吗？

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NO.PZ202301190200000906

问题如下：

Does Okello’s Statement 2 most likely meet the recommended procedures for compliance with the CFA Institute Standards of Professional Conduct?

选项：

A.Yes. B.No, with regard to investment statements. C.No, with regard to the company's website.

解释：

根据CFA Institute的《道德规范与专业行为准则》，标准 III(D)业绩展示，要求在向客户提供投资报表时，必须确保报表是准确、及时、完整且具有足够的透明度。Okello在其陈述2中提到，Rayne每六个月会向客户邮寄详细的投资报表，包括现金流，以便客户查看其投资组合是否达到了投资目标，这种做法存在潜在问题，因为Okello没有提到这些报表的具体内容是否符合全面、透明和准确的标准，尤其是在没有说明如何确保报表内容的准确性和及时性时。

这题的逻辑我没看懂，那怎么样的描述才是符合的呢？考试的时候也要这么抠字眼吗？

嗨，努力学习的PZer你好：

案例背景的statement 2提到，Every six months, you will be mailed an itemized investment statement with cash flows so that you can see if your portfolio is meeting your investment objectives. In addition, you can obtain other information about our firm and investment process from our website, which is updated on a regular basis to ensure the integrity of the site as well as offer confidentiality and security to our clients. For your security, we do not post client statements on the website.

CFA 协会准则要求在与客户沟通时，要提供足够的信息让客户能够评估投资表现和风险，对于投资报表，仅仅提到每六个月邮寄包含现金流的明细报表，但没有说明报表中是否包含评估投资组合是否达到投资目标所需的关键信息，如投资回报率、与基准的比较等等，所以这么来看，该陈述在投资报表方面不符合CFA协会准则的推荐程序，如果案例背景提到，this statement will include detailed information such as the investment return rate of your portfolio over the past six month period, a comparison of your portfolio's performance against an appropriate benchmark，这种，就是正确的了。

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没提到标不标准就默认不标准吗？

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