王同學
2019-06-01 16:08在廣告原則這一部分，展示return可以只展示一年期，三年期和五年期的收益嗎？也就是說，不展示HPR
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個回答
Chris Lan助教
2019-06-04 17:12
該回答已被題主采納
同學你好，是可以的，可以不展示HPY。從條款原文來看是這個樣子。但是從協(xié)會出題的角度來看，他更傾向于展示時把HPY加上，但從原文看不展示，這樣展示肯定沒問題。
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.
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