老师，能帮忙总结下ethics和gips中涉及到的频率吗，比如AMC中个人持股、业绩是至少每季度披露，GIPS中要求业绩是每个月和大额现金流的时候披露
伯恩_品职助教 · 2021年10月21日
嗨，从没放弃的小努力你好：
你基本总结差不多了，ethic和AMC是每季度披露。
GIPS这块没有涉及具体说的披露，而是value，不过value一般也可以视同披露吧，虽然确实不一样。
1.A.3 Firms must value portfolios in accordance with the composite-specific valuation policy. Portfolios must be valued:
For periods >= 2001, at least monthly.
For periods >= 2010, on the date of all large cash flows.
•2.A.7 Composite returns must be calculated:
•a. For periods>= 2006, by asset weighting at least quarterly.
•b. For periods>= 2010, by asset-weighting at least monthly.
----------------------------------------------虽然现在很辛苦，但努力过的感觉真的很好，加油！