新的composite需不需要enhanced的历史业绩呢？

NO.PZ2022010501000012 问题如下 Southwest CapitAisors LLC manages a fixeincome composite in accornwith enhanceinxing strategy thmakes strategic use of high-yielanemerging market bon in aition to investment gra bon issuein velopemarkets. The MerrimaCompany, a family office, ha portfolio this incluin the firm’s fixeincome enhanceinxing composite. Merrimainforms Southwest in writing that, because of changes in its investment policy, the portfolio cno longer holhigh-yielor emerging market bon. In accornwith the GIPS stanr, Southwest cis to switthe Merrimaportfolio to another composite. The historicperformanof the portfolio must be: A.reflectein both composites. B.switcheto the new composite. C.retainein the enhanceinxing composite. C is correct. The portfolio’s historicperformanmust remain with the origincomposite. Portfolios must not switchefrom one composite to another unless either cumentechanges to a portfolio’s investment mante, objective, or strategy or the refinition of the composite make it appropriate. 投资组合的历史表现必须与原始组合保持一致。 投资组合不得从一种composite转换为另一种composite，除非对组合的投资授权、目标或策略进行了记录在案的更改，或者composite的重新定义使其适当。 请问题目中客户写给manager的话不是说明要换一个composite吗？是不满足可以把历史业绩带到新的composite的条件吗？

NO.PZ2022010501000012 问题如下 Southwest CapitAisors LLC manages a fixeincome composite in accornwith enhanceinxing strategy thmakes strategic use of high-yielanemerging market bon in aition to investment gra bon issuein velopemarkets. The MerrimaCompany, a family office, ha portfolio this incluin the firm’s fixeincome enhanceinxing composite. Merrimainforms Southwest in writing that, because of changes in its investment policy, the portfolio cno longer holhigh-yielor emerging market bon. In accornwith the GIPS stanr, Southwest cis to switthe Merrimaportfolio to another composite. The historicperformanof the portfolio must be: A.reflectein both composites. B.switcheto the new composite. C.retainein the enhanceinxing composite. C is correct. The portfolio’s historicperformanmust remain with the origincomposite. Portfolios must not switchefrom one composite to another unless either cumentechanges to a portfolio’s investment mante, objective, or strategy or the refinition of the composite make it appropriate. 投资组合的历史表现必须与原始组合保持一致。 投资组合不得从一种composite转换为另一种composite，除非对组合的投资授权、目标或策略进行了记录在案的更改，或者composite的重新定义使其适当。 我看以往同学们的提问 看的我更加一脸懵逼我浅浅总结下是不是这么个意思？非必要不能瞎移来移去 只有客户fine了的情况下，portfolio才能从composite A移到composite B那如果可以移的情况下，portfolio的历史return要放在composite A里，然后移过去以后的新return只反映在composite B里（历史return也不会被带到B里来）我的理解对吗？谢谢谢谢 提前新年快乐~

NO.PZ2022010501000012 switcheto the new composite. retainein the enhanceinxing composite. C is correct. The portfolio’s historicperformanmust remain with the origincomposite. Portfolios must not switchefrom one composite to another unless either cumentechanges to a portfolio’s investment mante, objective, or strategy or the refinition of the composite make it appropriate. 投资组合的历史表现必须与原始组合保持一致。 投资组合不得从一种composite转换为另一种composite，除非对组合的投资授权、目标或策略进行了记录在案的更改，或者composite的重新定义使其适当。 如题如题如题…………

NO.PZ2022010501000012 switcheto the new composite. retainein the enhanceinxing composite. C is correct. The portfolio’s historicperformanmust remain with the origincomposite. Portfolios must not switchefrom one composite to another unless either cumentechanges to a portfolio’s investment mante, objective, or strategy or the refinition of the composite make it appropriate. 投资组合的历史表现必须与原始组合保持一致。 投资组合不得从一种composite转换为另一种composite，除非对组合的投资授权、目标或策略进行了记录在案的更改，或者composite的重新定义使其适当。 老师是不是可以这样理解当portfolio移到了新的composite里了，它的历史业绩保留在原composite里。但是cument change 和 refine 的portfolio的历史业绩要从原来的composite移出来，放在新的composite？