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- 2011-7-2
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- 2016-8-1
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1. For GIPS compliant firm, the simulated or model portfolios are not part of firm's asset, and can't be included in or linked to any existing composite. But the firm can include the simulated portfolios in the supplement material.
2. According to AMC, the managers can use the simulated portfolios to seek business as long as it's fully disclosed. |
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发表于 2011-7-13 13:19
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