问题如下:
At Firm T, Manager D is responsible for Firm T’s Emerging Market Composite. Although Manager D makes all the investment decisions for the portfolios in the composite, Manager D is supported by Firm T’s research department and trading desk. Firm U is seeking to establish an emerging market investment strategy and hires Manager D to join Firm U. Can Firm U link the historical performance of Manager D while at Firm T to the performance of its new strategy and comply with the GIPS standards?
解释:
The firm must determine if the decision-making process remains intact (unchanged) in Firm U. If Firm U continues the original strategy of the composite with all of its continuing factors, appropriate disclosures are made and documentation is in place, the performance must be linked. (See Section 3.12 of the reading.)
请问如果新公司把原有D经理挖走开了一个别的交易策略,不是D以前干的新兴市场了,但还是独立决策,这时候还能并进来以前的业绩么?