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liwenqing81 · 2019年10月06日

c问一道题:NO.PZ2018091702000014 [ 2020.06 CFA III ]

问题如下图:

选项:

A.

B.

C.

解释:

b为什么对?一个激进且自信的客户不需要和他讨论,只需要认可他就可以咯
1 个答案

企鹅_品职助教 · 2019年10月09日

F这样的投资者的确是很难沟通的,但是她的投资是有问题的,大量杠杆加上过度集中,一旦有了亏损,投资者由于有overconfidence bias, 会把损失归咎于基金经理,所以哪怕她不听,基金经理还是要跟她讨论这个事,但是讨论不等于说服,讨论是对客户负责。

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