winterveil
2019-05-19 15:39GIPS 第三十六題，如下圖，為什么一定要加period-to-date return？只有1-，3-，5-year annualized return （a）不行么
所屬：CFA Level III 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Chris Lan助教
2019-05-20 14:44
該回答已被題主采納
同學(xué)你好，這塊一直有爭(zhēng)議，所以大家按照協(xié)會(huì)的思路來吧。原版書的原文，沒說A這種說法有問題。
Advertisements that state a claim of compliance and present performance must also present one of the following sets of total returns:
one-, three-, and five-year annualized composite returns through the most recent period;
period-to-date composite returns in addition to one-, three-, and five-year annualized composite returns through the same period of time as presented in the corresponding compliant presentation; or
period-to-date composite returns in addition to five years of annual composite returns calculated through the same period of time as presented in the corresponding compliant presentation.
-
追問
協(xié)會(huì)的思路是什么，要有period to date return么
-
追答
同學(xué)你好，目前來看是這個(gè)意思 ，如果出到這種題目，就按協(xié)會(huì)的意思來，選帶HPY的。
0
0
0
0
