課后32題講得HH案例 老師給的答案選c 可以寫 只要披露就可以，課后題給的是選b 要avoid 不要去寫報(bào)告 到底哪個(gè)是對(duì)的
will不是很明顯是在混淆事實(shí)和觀點(diǎn)嗎，C為什么不對(duì)
把模擬業(yè)績單獨(dú)展現(xiàn)，不與真實(shí)業(yè)績相連，這個(gè)也是符合GIPS要求的吧？
GIPS第四題怎么沒考慮期間發(fā)生的現(xiàn)金流？題目不是說用large CF嗎？
這題排除法做的，但還是不完全理解為什么選A。
Video 00:43 老師說0.5？ 0.5 那來
年化的周期不可以是2011.2.1至2012.2.1嗎？為何一定要1.1開始算？
原雇主不允許帶走records，但老師說可以講自己的歷史業(yè)績是20%，那不會(huì)違反了不當(dāng)陳述或業(yè)績陳述嗎？因?yàn)闆]有數(shù)據(jù)支持啊，誰知道20%是不是亂講的？
老師，您好，以下題，沒有選擇，只是匯報(bào)真實(shí)整體業(yè)績，為啥也是mispresentation/原題Q. Michelieu tells a prospective client, “I may not have a long-term track record yet, but I’m sure that you’ll be very pleased with my recommendations and service. In the three years that I’ve been in the business, my equity-oriented clients have averaged a total return of more than 26% a year.” The statement is true, but Michelieu only has a few clients, and one of his clients took a large position in a penny stock (against Michelieu’s advice) and realized a huge gain. This large return caused the average of all of Michelieu’s clients to exceed 26% a year. Without this one investment, the average gain would have been 8% a year. Has Michelieu violated the Standards? No, because Michelieu is not promising that he can earn a 26% return in the future. No, because the statement is a true and accurate description of Michelieu’s track record. Yes, because the statement misrepresents Michelieu’s track record.
怎么看出來這個(gè)消息未公開呢？
老師，百題Frank Litman那個(gè)case的第2題，designate a senior portfolio manager as the new compliance office為什么影響?yīng)毩⑿?？這里沒有說他是兼職啊
GIPS里提到的內(nèi)部離散度是什么？
terminated portfolio 應(yīng)永久保留在composite中，那terminated composite的相關(guān)規(guī)定呢？我記得說的是至少在清單中保留5年，有沒有這種說法？正確的表達(dá)是什么
這種場景下，最好的答案是disclose還是更換其他分析師？強(qiáng)化課老師說最好的答案是披露，因?yàn)榉治鰩煹墓ぷ饕话悴皇亲灾鳑Q定的。
請(qǐng)問statement4為什么是對(duì)的？金額很微小的禮品（比如印著logo的水杯）也要報(bào)告嗎？
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