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2021-11-13 10:54Sisse Brimberg, CFA, is responsible for performance presentations at her investment firm. The presentation that Sisse uses states that when making per?模考題目中,正確選項(xiàng)是要披露a weighted composite for all similar discretionary portfolios。課程里說discretionary 是客戶自主投資,一定不能披露,是哪里弄混淆了呢?
所屬:CFA Level I > 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
Danyi助教
2021-11-15 11:57
該回答已被題主采納
同學(xué)你好,
discretionary 是要披露的,這里說的是經(jīng)理可自主決策的。
經(jīng)理不可自主決策的是non-discretionary ,這個(gè)才是客戶自主決策的
