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popozzz · 2019年10月14日

问一道题:NO.PZ201511190100000401 第1小题

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问题如下图:

    

选项:

A.

B.

C.

解释:



Independent Individualist不是很难听取他人意见么?限制他参与决策能够实现么,会不会导致客户不满?


1 个答案
已采纳答案

企鹅_品职助教 · 2019年10月15日

Johnson属于AA,不是II,因为他overfidence bias, high risk tolerance, 而且以前自己管理投资。

虽然他不喜欢被限制,但是如果放任这样的投资者自己做决定,造成了损失就是基金经理失职了,而且他有overconfidence bias,容易把失败归咎于他人。所以最好的做法是限制,并说服客户听专业人士的建议。

popozzz · 2019年10月17日

谢谢,明白了

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