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圣灵霜子 · 2020年11月24日

问一道题:NO.PZ2019011501000007 [ CFA III ]

问题如下:

A total portfolio investment of $20million will be transferred to the Growth composite of Delta Capital investment. However, this amount of assets will be invested gradually over a period of 10 months. In terms of the GIPS standards, the composite manager must include the new portfolio:

选项:

A.

on a timely and consistent basis.

B.

at the start of the next full performance measurement period.

C.

when all assets are invested.

解释:

A is correct.

考点:3.A Composite construction-3.A.5

解析:条款3.A.5 Composites must include new portfolios on a timely and consistent basis after each portfolio comes under management. Composites必须及时包含最新的符合其要求的被管理的基金。

Handbook中补充:Firms are encouraged to establish a policy that includes new portfolios in composites as soon as possible, preferably at the start of the next full performance measurement period. 公司应当制定相关政策并且争取在下一个业绩衡量周期起初就将新的基金组合纳入进Composites中。注意这里的用词是as soon as possible,

还是不太懂为什么B不对呢?
1 个答案
已采纳答案

韩韩_品职助教 · 2020年11月25日

嗨,爱思考的PZer你好:


同学你好,这里说这个portfolio要10个月才能构建好,下一个full performance measurement period并不代表能构建好,所以只能是等构建好之后再加入到composite当中,所以就是 on a timely and consistent basis. 及时就好~


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NO.PZ2019011501000007 the start of the next full performanmeasurement perio when all assets are investe A is correct. 考点3.A Composite construction-3.A.5 解析条款3.A.5 Composites must inclu new portfolios on a timely anconsistent basis after eaportfolio comes unr management. Composites必须及时包含最新的符合其要求的被管理的基金。 Hanook中补充Firms are encourageto establish a polithinclus new portfolios in composites soon possible, preferably the start of the next full performanmeasurement perio 公司应当制定相关政策并且争取在下一个业绩衡量周期起初就将新的基金组合纳入进Composites中。注意这里的用词是soon possible,c的意思不就是建仓完毕吗?

2021-11-05 12:15 1 · 回答

NO.PZ2019011501000007 the start of the next full performanmeasurement perio when all assets are investe A is correct. 考点3.A Composite construction-3.A.5 解析条款3.A.5 Composites must inclu new portfolios on a timely anconsistent basis after eaportfolio comes unr management. Composites必须及时包含最新的符合其要求的被管理的基金。 Hanook中补充Firms are encourageto establish a polithinclus new portfolios in composites soon possible, preferably the start of the next full performanmeasurement perio 公司应当制定相关政策并且争取在下一个业绩衡量周期起初就将新的基金组合纳入进Composites中。注意这里的用词是soon possible,谢谢谢谢如题如题 凑满10字

2021-04-11 15:15 1 · 回答

这个需要10个月建仓,那下一个full measurement perio是指下个月还是建仓后的一个完成的full measurement perio 如果是建仓后的,那为什么不对呢?

2020-09-24 10:02 1 · 回答

the start of the next full performanmeasurement perio这不是也是说下一衡量期间计入吗?为什么不对呢

2020-07-10 09:48 2 · 回答