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必过50 · 2022年08月02日

为什么不是II

  1. CFA III
  2. Behavioral Finance

NO.PZ2022052301000015

问题如下：

During preparation for the weekly PWG meeting, Davidson reviews the financial holdings of three new clients along with their risk assessment questionnaires. Her observations are summarized in Exhibit 1 Client Assessment Highlights


Which behavioral investor type most likely describes Michael Donnelly?

选项：

A.

Independent individualist

B.

Active accumulator

C.

Friendly follower

解释：

Donnelly is entrepreneurial and created his own wealth. He lacks spending controls, does not believe in the benefits of portfolio diversification, has a high risk tolerance, and prefers high-risk investments recommended by friends. These are all attributes of an active accumulator.

题干里面有写到一句 他非常喜欢从分散化中获益，这个我认为和AA是有冲突的，请老师帮忙解答，谢谢

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1 个答案

王琛_品职助教 · 2022年08月03日

嗨，爱思考的PZer你好：


1）题干里面有写到一句 他非常喜欢从分散化中获益，这个我认为和AA是有冲突的

请问同学说的题干具体是哪一句呢？

我理解同学指的是 "questions the benefits of portfolio diversification"，「质疑」组合分散化的益处

这个描述和原版书对 AA 特点的表述是一致的哦

有些 AA 不接受或者遵循基本的投资原则，比如分散化和资产配置

"Some AAs do not accept or follow basic investment principles such as diversification and asset allocation"

2）为什么不是II

这个问题，我之前刚好总结过，请同学先参考一下哈：https://class.pzacademy.com/qa/100698

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