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Spencer · 2022年09月03日

Independent Individual

  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.

老师为什么他不是II？strong-willed符合II的traits呀

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王琛_品职助教 · 2022年09月04日

嗨，努力学习的PZer你好：


1

因为 strong-willed 是 II 和 AA 的相同点，所以并不能用来区分 II 和 AA

请参考原版书的表述

II: "who is strong-willed and an independent thinker"

AA: "they are even more strong-willed and confident than Independent Individualists"

2

而 II 和 AA 的差异很明显，比如风险承受能力

II: Risk tolerance: Medium to high

AA: Risk tolerance: High；对应题干的表述 "He has a very high risk tolerance"

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就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

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