Carol Corky, CFA, is a senior portfolio manager for Universal Management. Universal Management manages five funds, each with a large-capitalization investment strategy. When choosing portfolios under its large-capitalization investment strategy for the purpose of achieving compliance with the Global Investments Performance Standards (
), which of the following is most accurate Universal Management is most likely required to include:（）
A. all discretionary portfolios currently managed under the large-capitalization investment strategy.
B. all discretionary portfolios currently and historically managed under the large-capitalization investment strategy.
C. all discretionary and non-discretionary portfolios currently and historically managed under the large-capitalization investment strategy.
参考答案：B
解析：
在大市值策略的合成账户里面应该包括所有自由决断(discretionary)的投资组合，当前的和历史的在该策略下管理的投资组合。自由决断是指基金经理可以自主进行投资操作，反映了基金经理的投资能力，而非自由决断的投资组合并不反映投资经理的决断，所以不应该加入在公布的业绩中，同时在该策略下管理的历史的投资组合业绩记录也应该加入在业绩统计中。