GIPS 对于Composite的定义: A Composite is an aggregation of one or more Portfolios into a single group that represents a particular investment objective or strategy. Prospect 就是propsective client, prospective purchaser 全文大概意思就是 Firm 需要 把 discontinued 的composite 放在 firm自己的list of composites 上面保留至少5年, 供潜在的client 查询只用。5年时间从composite 被discontinued 之日开始算起。 |