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积极向上 · 2023年04月17日

Checklist approach

NO.PZ2020012201000010

问题如下:

Sara Izekand Adam Berke are members of the asset allocation committee at Cycle Point Advisors, which emphasizes the business cycle within its tactical asset allocation process.

Berke has developed a time series model of the business cycle that uses a published LEI series as a key input. He presents forecasts based on the model at each asset allocation meeting.

Izek is eclectic in her approach, preferring to sample research from a wide variety of source seach month and then focus on whatever perspectives and results seem most interesting. She usually brings a stack of charts she has copied to the asset allocation meeting.

Which of the main forecasting approaches (or combination of approaches) best describe(s) each analyst’s own practice?

选项:

A.

Berke uses the econometric modeling approach in conjunction with the checklist approach .

Izek’s practice is essentially a LEI approach.

B.

Both Izek and Berke uses the econometric modeling approach in conjunction with the LEI approach.

C.

Berke uses the econometric modeling approach in conjunction with the LEI approach.

Izek’spractice is essentially a checklist approach.

解释:

C is correct.

Berke 用的 time series model 属于econometric modeling approach范畴,同时他还用了 published LEI series 作为关键变量,所以也结合了LEI approach

而Izek喜欢每个月从各种各样的资源中选取研究样本,然后专注于最有趣的观点和结果,其中还包含了很多图和表。这是checklist approach.

老师能用中文解释下checklist approach的方法是什么样的?

为什么关注结果,图表就是checklist approach呢?



1 个答案

笛子_品职助教 · 2023年04月17日

嗨,爱思考的PZer你好:


老师能用中文解释下checklist approach的方法是什么样的?


Hello,亲爱的同学!

Checklist的方法是指先搜集数据和信息,然后对这些信息数据进行分析处理。

之后在通过问题列表,定性当前经济的状态。调查问卷是其中的一个步骤。

Checklist是一种基于主观的方法。

因为checklist主观分析的特点,它要分析的数据来源很多,因为分析的数据多,所以图表也多。


在本题,Izek的方法不拘一格,她更喜欢在每个月从各种来源进行抽样研究,然后专注于看起来最有趣的观点和结果。她通常会把自己复制的一堆图表带到资产配置会议上。


从这段描述上看,从各种来源中抽样研究,关注最有趣的观点,这些描述看是主观的,并且数据来源多,图表多,符合checklist的定义。


为什么关注结果,图表就是checklist approach呢?

最重要的,还是看研究过程的怎么样的。

是纯数据指标化的,还是纯数据建模的,还是带主观的。

只是checklist往往图表会比较多,因为主观分析需要分析很多方面,数据来源比较多,所以many draw也可以作为checklist的关键词。


这道题考的是以下讲义中红框的文字。







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