[原创]GIPS withdrawn, income, equity, current, capital

Benjiko

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mid cap equity portfolios are revalued on the date when capital equal to 10% or more of current value is contributed or withdrawn.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

apf陈老师

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