NO.PZ201511190100001003
问题如下：
King prepares for a meeting with Lani Mikaele, a client who founded a successful, fast-growing business that has made her wealthy. Unlike many other clients, Mikaele is very involved in the decision-making process with King. She calls King often to suggest purchasing and selling positions, resulting in a higher turnover rate relative to other clients.
At a business lunch last year, King recommended that Mikaele purchase shares of Withrow Inc., which has high growth potential but pays no dividends. Following their discussion, Mikaele was enthusiastic about the potential returns, so she followed King’s recommendation and bought Withrow shares.
Determine the BIT (PP, FF, II, AA) most likely to be assigned to Mikaele.(circle one)
Passive Preserver
Friendly Follower
Independent Individualist
Active Accumulator
Justify your response.
解释：
Active Accumulator
Mikaele is most likely to be classified as an Active Accumulator (AA).
●Mikaele is actively involved in the investment decision-making process.
●Mikaele exhibits a high risk tolerance as evidenced by her founding of a successful fast-growing business.
●Mikaele has a high net worth resulting from the success of her business, a characteristic of the AA.
●Mikaele’s account exhibits a high turnover rate relative to other clients.
Mikaele is most likely to be classified as an Active Accumulator (AA). She is heavily involved in the investment management process. Mikaele exhibits a high-risk tolerance, evidenced by her founding a successful fast-growing business, and has accumulated significant wealth. Additionally, Mikaele’s account has a relatively high turnover rate. These are all characteristics of an AA.
