According to the Global Investment Performance Standards (GIPS):（）
A: firms may not set minimum asset levels for portfolios to be included in a composite.
B: composites must be defined according to similar investment objectives and/or strategies.
C: terminated portfolio must be excluded in the historical returns of appropriate composites.
A: firms may not set minimum asset levels for portfolios to be included in a composite.
B: composites must be defined according to similar investment objectives and/or strategies.
C: terminated portfolio must be excluded in the historical returns of appropriate composites.
举一反三
- The Global Investment Performance Standards (GIPS)least likely require: A: non-discretionary portfolios to be included in composites. B: non–fee-paying portfolios to be excluded in the returns of appropriate composites. C: composites to be defined according to similar investment objectives and/or strategies.
- With respect to reporting investment results, Global Investment Performance Standards (GIPS) require a minimum of: A: three years of historical performance. B: ten years of historical performance. C: five years of historical performance.
- Which of the following statements is a key characteristic of the Global Investment Performance Standards (GIPS) The GIPS standards:（） A: rely on the integrity of input data. B: consist of required provisions for firms to follow to achieve best practice. C: must be applied with the goal of achieving excellence in performance presentation.
- Which of the following is NOT a reason for the creation of the Global Investment Performance Standards (GIPS standards)（） A: to improve investment performance as managers diversify internationally. B: the need for consistent performance measurement due to the globalization of financial markets. C: to allow investment clients to more easily compare investment performance.
- All of the following are titles of one of the eight sections of the Global Investment Performance Standards (GIPS) EXCEPT : A: Presentation and Reporting. B: Input Data. C: Implementation.