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moon · 2021年11月18日

三个答案代表分别是什么投资者

  1. CFA III
  2. Behavioral Finance

* 问题详情，请 查看题干

NO.PZ201511190100000401

问题如下：

When advising his clients, Wang is least likely to:

选项：

A.

educate Perez on the benefits on portfolio diversification.

B.

limit Johnson’s role in the investment decision-making process.

C.

provide Patel with details like standard deviations and Sharpe ratios.

解释：

C is correct.

This would not be an effective way to advise Patel. Given Patel’s information, he is likely to be more receptive to “big picture” advice that does not dwell on details like standard deviations and Sharpe ratios. He is emotionally biased and providing excessive cognitive detail will lose his attention. He needs to be convinced of his advisor’s general philosophy first and then, as trust is gained, he will respond to advice and take action. (Patel is a Passive Preserver.)

三个答案代表分别是什么投资者
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1 个答案

王琛_品职助教 · 2021年11月18日

嗨，努力学习的PZer你好：


选项 A 的 Perez，投资者分类是 FF，分析思路请参考：https://class.pzacademy.com/qa/82875

选项 B 的 Johnson，投资者分类是 AA；选项 C 的 Patel，投资者分类是 PP；分析思路请参考：https://class.pzacademy.com/qa/46379

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就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

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