肖同學(xué)
2019-06-12 14:2736題不是正確的嗎？業(yè)績展示有1，3，5年 period+1+3+5 period+5三種方式嗎？！
所屬：CFA Level III > Behavioral Finance 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
2019-06-12 16:11
該回答已被題主采納
同學(xué)你好，這個題確實是比較有爭議的，廣告原則中并沒有說必須要有HPY，三種方式都可以，但這題協(xié)會并沒有勘誤，因此我們考試的時候就按協(xié)會的思路來吧。有HPY就把HPY加上。
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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