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坏呼呼嘿嘿 · 2023年07月31日

这题麻烦给解释一下,有什么技巧吗?

* 问题详情,请 查看题干

NO.PZ202301280300001301

问题如下:

During the meeting, fellow adviser Liam Roche makes the following observation based on the information in Exhibit 1: "Mr. Donnelly should respond favorably to education focused on how the investment program affects financial security, retirement planning, and future generations. However, Ms. Connor and Mr. O'Driscoll will respond better to education on portfolio metrics, such as the Sharpe Ratio."

Roche's observation regarding client education is least likely accurate for which client?

选项:

A.

Kyra Conner

B.

Alan O'Driscoll

C.

Michael Donnelly

解释:

Both Conner and Donnelly are exhibiting emotional biases. When advising emotionally biased investors, advisers should focus on explaining how the investment program being created affects such issues as financial security, retirement, or future generations rather than focusing on quantitative details. The recommendation for Conner would be more suited for a cognitively biased investor. O'Driscoll is a cognitively biased investor (friendly follower). As such, focusing on such metrics as the Sharpe Ratio would be appropriate for this client.

这题麻烦给解释一下,有什么技巧吗?

1 个答案

王琛_品职助教 · 2023年08月01日

嗨,爱思考的PZer你好:


1

这道题是 MOCK-2019-PM-8

解题思路,是首先判断出三个客户的 BIT 投资者分类,然后再判断不同投资者分类呈现的主要偏差

这道题我之前刚好详细总结过,请同学先参考一下:https://class.pzacademy.com/qa/99175

如果同学还有疑问,可以追问或者评论,我再回答同学的后续疑问哈

2

解题技巧,是要熟悉几个投资者分类的特点的描述

也请参考基础班讲义墨迹版 P123-P127

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

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