NO.PZ2018091702000014
问题如下：
There are three clients with different characteristics:
(1) Eve is a40 years old chemist anda passive investor who wants her portfolio return to be stable and safe. She has low risk tolerance and wonders if it is appropriate to invest a largeposition of money in employee stock option.
(2 )Flora is a 42 years old banker who largely uses leverage in investment and consumes with credit cards. She directly invests in three or four stocks, and shows strong confidence after she reads positive articles about these stocks in local newspaper.
(3) Jessie is a 66 years old high net-worth investor. She founded a successful manufacturing company, which is now managed by her son. Her primary goal is to maintain the real values of her assets and support her living expenses. Jessie worries about the market volatiles and regularly seeks for advice.
As a financial consultant of these clients, you are least likely to:
选项：
A.ask Eve to diversify her investment portfolio rather than focus on her employer’s stocks.
B.discuss with Flora to improve her investment decision-making process.
C.give Jessie the detailed financial indicators such as PE ratio and risk-adjusted returns.
解释：
C is correct.
考点：客户类型和特征
解析：Jessie只要求维持现有资产而非追求收益，担心变化且偏emotional bias，这些特征说明她是passive preserver。对于这一类型的客户，无需提供详细的指标分析，因为知道得越多她反而越紧张，用通俗易懂的语言获得Jessie的信任然后提供投资建议更适合。
Jessi是创业者为何不能归类为AA呢？
