L3 GIPS 问题（1）

single, individual, Investment, accordance, referring

在GIPS中有下面这么一条规定，这是啥意思呢？求指点。谢谢啦！

“Statements referring to the performance of a single, existing client as being “calculated in accordance with the Global Investment Performance Standards” are also prohibited except when a GIPS-compliant firm reports the performance of an individual portfolio to the existing client. (I.0.A.6–8.)”

[此贴子已经被作者于2011-5-26 16:27:31编辑过]

charlottec

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发表于 2011-5-26 17:10 | 只看该作者

就是如果整个公司符合gips 的话，只有在对客户报告时候可以用“calculated in accordance with the Global Investment Performance Standards”

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wishmeluck

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发表于 2011-5-27 16:11 | 只看该作者

是不是说不能说单一客户的performance是calculated in accordance with the Global Investment Performance Standards，但是如果整个公司都符合GIPS的话，就可以说单个Porfolio的performance是calculated in accordance with the Global Investment Performance Standards？

这么理解对吗？

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erix9000

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4^#

发表于 2011-5-28 08:38 | 只看该作者

GIPS is only for firm, not for client or portfolio.

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L3 GIPS 问题（1）

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