Judy
2023-07-17 15:22第4題，請問答案這句話怎么理解呢The GIPS® composite should depict the results of an ongoing and consistent management process. While all the funds in the composite were briefly “non-discretionary” during this market disruption, this was an industry-wide event. The performance and dispersion impact on this fund was singularly significant and stemmed from a unique confluence of external circumstances not representative of the management style. It is large enough to compromise the integrity of the composite and be materially misleading to clients and prospects.
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個回答
Johnny助教
2023-07-17 22:33
該回答已被題主采納
同學(xué)你好，雖然該組合組中在這個金融危機中屬于non-discretionary了，但這是個全行業(yè)的事件而不僅僅是某個基金的問題。這個基金的異常業(yè)績單獨拿出來看有著顯著的影響，他是由于外部環(huán)境說導(dǎo)致的，并不是基金的投資管理方式所導(dǎo)致的，該基金的異常表現(xiàn)已經(jīng)能夠影響到composite在業(yè)績展示方面的完整性和正直性，他對于投資者和客戶也會產(chǎn)生誤導(dǎo)
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