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CFA presonal review note in Chinese: Session 1 – GIPS 全球投资表现

(文章参考于CFA一级中文精读,个人总结仅供复习和参考,请勿转载以及用于商业用途,不喜勿喷。)

Session 1

理论:

→ 为什么有GIPS

  1. 避免不良表达 → (误导:1. 好的作代表 2. 除去差的 3. 特定时期做代表)
  2. 益于客户 → (1. 可比较 2. 有信心)

→ 结构

CFA

Upcoming Conferences

Ashland Partners Educational Conference: Fundamentals of Performance Measurement & Attribution

Join Ashland Partners and Carl Bacon, CIPM, renowned performance measurement specialist and one of the founding members of GIPS, for a two day interactive course on critical concepts of performance measurement and attribution. 55 more words

Announcements

Houdini die Hoender

Klara lyk nie vanoggend baie vars met kringe om die oë en skouers wat effe verlep hang.  Ek vra versigtig uit oor die kind, hy’s gelukkig by die skool maar… 686 more words

Expat Living

Veilig spelen

Afgelopen weekend las ik in de krant een artikel met als titel dat we onze jonge kinderen met een zakmes moeten laten spelen. Spontaan verslikte ik me in mijn koffie. 534 more words

2017 GIPS Survey

Have you had a chance to participate in the 10-question survey that was released earlier this month? The results of the survey will aid Ashland Partners in assessing some of the challenges of being a GIPS® compliant firm. 66 more words

Announcements

Vips så ble det gips!

Etter å ha brukt utrolig mye tid på tapeten på soverommene, var det helt klart hva som kom til å skje i stua. Her skulle all tapeten av med en gang! 191 more words

Oppussing

2017 GIPS Compliance Form Now Available

This feature contains important information about the GIPS® firm notification requirement. Specifically, we will cover:

  1. Important information on what is required and not required with respect to completing the form;
  2. 1,350 more words
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