标题: [原创]GIPS [打印本页]

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作者: Benjiko    时间: 2013-10-10 12:51     标题: [原创]GIPS

請問不是沒有明確的百分比現金流作準則嗎? 為何有以下的statement ?

Large and mid cap equity portfolios are revalued on the date when capital equal to 10% or more of current value is contributed or withdrawn. small cap and fixed income portfolio use a 5% threshold

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作者: apf陈老师    时间: 2013-10-10 13:06

没有明确的百分比做benchmark不代表大的与小的equity是作区分的。大的组合变动10%以及小的组合变动5%都算large cash flow

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