讓同學(xué)
2021-10-23 16:38這題雖然對(duì)了，但是對(duì)答案還是有疑問，廣告里展示了業(yè)績(jī)但沒展示dispersion，這個(gè)是對(duì)的嗎？？在我理解里，如果廣告不涉及業(yè)績(jī)，是可以不展示dispersion，但如果展示了業(yè)績(jī)，也必須展示和說明dispersion。我不選B的原因是不應(yīng)該是“individual portfolio return”，而是“composite return”。
所屬：CFA Level III > Ethical and Professional Standards 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
Johnny助教
2021-10-25 15:22
該回答已被題主采納
同學(xué)你好，GIPS并沒有要求廣告展示dispersion。對(duì)于廣告的業(yè)績(jī)展示，GIPS是如下規(guī)定的：
a. one-, three-, and five-year annualized composite returns through the most recent period
b. 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;
c. 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.
以上abc三條選擇其中一個(gè)展示即可，它并沒有說要展示dispersion。
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