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Alladin wrote:
i think maybe :
compliant presentation of composite for clients’portfolio [GIPS]: annual
performance presentation [GIPS]: monthly
performance presentation [AMC] : quarterly
My understanding (GIPS) is that you have to use monthly returns for purposes of calculating account performance (except in cases of large cash flows, which require intra-month revaluing, linking). The actual reporting of account-level returns to clients is not specified - only annual composite performance is specified. |
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发表于 2013-4-22 12:29
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