邵同學(xué)
2024-01-14 12:43Teamwork Advisory, LLC, was recently formed by a group of friends who attended graduate school together. Charlie Godwin and Susan Zhang lead the private client services division of the company. They have several funds under consideration to recommend to clients but want to be more confident about the abilities of the fund managers. Godwin suggests preparing a detailed performance evaluation of each manager.
The component of performance evaluation that best meets Godwin and Zhang’s objective with regard to the fund managers is: performance appraisal. performance attribution. performance measurement. 麻煩老師講一下這道題，謝謝
所屬：CFA Level III > Trading, Performance Evaluation, and Manager Selection 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
開開助教
2024-01-15 15:41
該回答已被題主采納
同學(xué)你好，performance evaluation的三部分是有遞進(jìn)關(guān)系的。
第一步：performance measurement。你要評(píng)估業(yè)績(jī)，總要先確定業(yè)績(jī)是好是壞，因此這一步會(huì)選擇合適的指標(biāo)衡量收益和風(fēng)險(xiǎn)。
第二步：performance attribution。有了收益和風(fēng)險(xiǎn)的數(shù)據(jù)，我們就要確定它們的來源，因此這一步是對(duì)收益和風(fēng)險(xiǎn)來源的分析。
第三步：performance appraisal。相當(dāng)于總結(jié)陳詞，結(jié)合上兩步的數(shù)據(jù)，對(duì)基金經(jīng)理的業(yè)績(jī)質(zhì)量進(jìn)行全面的分析并得出結(jié)論。
因此，要判斷基金經(jīng)理的能力，那就是要綜合分析后得出是真的有能力還是運(yùn)氣這樣的結(jié)論，因此是第三步performance appraisal最好。
如果答疑對(duì)你有幫助，【請(qǐng)采納】喲~。加油，祝你順利通過考試~
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