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2019-06-11 23:54老師請問36題為什么不能只披露1/3/5年期的年化收益？
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
2019-06-12 09:45
該回答已被題主采納
同學(xué)你好，這個(gè)題我們一直有疑問的，GIPS的條款上說的很明白，這三種都可以，但這個(gè)題就認(rèn)為一定要帶上HPY，而且今年也沒有相關(guān)的勘誤，所以我們建議大家就按協(xié)會(huì)的這個(gè)理解來，考試的時(shí)候有帶HPY的就選帶HPY的。
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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