开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

C. Lee · 2022年06月12日

请问客户展现出的cognitive error具体是什么

  1. 其他

NO.PZ2022052301000001

问题如下：

Owen’s next meeting is with George Bailey, an entrepreneur and self-made millionaire. Owen and Yang talk prior to the meeting and he makes the following observations: Bailey is independent, strong willed, quick to make decisions, and extremely confident. Historically his portfolio has had a high turnover rate and he has tended to chase higher risk investments. He is also very “hands on.” Bailey’s youngest child is expected to graduate from university in the next couple of years and he has become increasingly more emotional about his investments. Yang questions if Owen has ever considered a behaviorally modified portfolio for Bailey, even though he demonstrates some of the shortcoming of classifying investors into personality types.

Based on Owen’s observations, which of the following would least likely limit the applicability of behavioral models to Bailey?

选项：

A.

Displaying characteristics of multiple investor types.

B.

Both cognitive and emotional biases.

C.

Behavioral changes as he ages.

解释：

Bailey is not exhibiting characteristics of multiple investor types. He is only exhibiting the investor characteristics associated with an Active Accumulator (AA) that include both cognitive and emotional biases. His in also exhibiting behavioral changes as he is aging as he has become more emotional about his investment portfolio.

答案里说客户是AA型，展现了cognitive error和emotional bias，请问客户展现出的cognitive error具体是什么

添加评论
1 个答案

王琛_品职助教 · 2022年06月16日

嗨，从没放弃的小努力你好：


题干的关键词是 "He is also very “hands on.”

对应的是 AA 的特点：They are often “hands on, ” wanting to be heavily involved in the investment decision-making process

即控制欲很强，想要深入参与每一项投资决策，说明他有 illusion of control, 觉得因为有自己参与决策，所以能够左右结果

----------------------------------------------
努力的时光都是限量版，加油！

  • 1

    回答

  • 2

    关注

  • 593

    浏览
相关问题

NO.PZ2022052301000001 问题如下 Owen’s next meeting is with George Bailey, entrepreneur anself-ma millionaire. Owen anYang talk prior to the meeting anhe makes the following observations: Bailey is inpennt, strong wille quito make cisions, anextremely confint. Historically his portfolio hha high turnover rate anhe htento chase higher risk investments. He is also very “han on.” Bailey’s youngest chilis expecteto graate from university in the next couple of years anhe hbecome increasingly more emotionabout his investments. Yang questions if Owen hever consirea behaviorally mofieportfolio for Bailey, even though he monstrates some of the shortcoming of classifying investors into personality types.Baseon Owen’s observations, whiof the following woulleast likely limit the applicability of behaviormols to Bailey? A.splaying characteristiof multiple investor types. B.Both cognitive anemotionbiases. C.Behaviorchanges he ages. Bailey is not exhibiting characteristiof multiple investor types. He is only exhibiting the investor characteristiassociatewith Active Accumulator (Athinclu both cognitive anemotionbiases. His in also exhibiting behaviorchanges he is aging he hbecome more emotionabout his investment portfolio. 为什么答案说只有AA一种类别？ 客户也有strong-willeaninpennt thinker的特质，这个不是II的traits么？

2023-03-09 21:34 1 · 回答

NO.PZ2022052301000001 问题如下 Owen’s next meeting is with George Bailey, entrepreneur anself-ma millionaire. Owen anYang talk prior to the meeting anhe makes the following observations: Bailey is inpennt, strong wille quito make cisions, anextremely confint. Historically his portfolio hha high turnover rate anhe htento chase higher risk investments. He is also very “han on.” Bailey’s youngest chilis expecteto graate from university in the next couple of years anhe hbecome increasingly more emotionabout his investments. Yang questions if Owen hever consirea behaviorally mofieportfolio for Bailey, even though he monstrates some of the shortcoming of classifying investors into personality types.Baseon Owen’s observations, whiof the following woulleast likely limit the applicability of behaviormols to Bailey? A.splaying characteristiof multiple investor types. B.Both cognitive anemotionbiases. C.Behaviorchanges he ages. Bailey is not exhibiting characteristiof multiple investor types. He is only exhibiting the investor characteristiassociatewith Active Accumulator (Athinclu both cognitive anemotionbiases. His in also exhibiting behaviorchanges he is aging he hbecome more emotionabout his investment portfolio. 随着年龄变化会变得更加emotion这个点我理解，不理解的是文中说现在已经变得emotional了，也已经归类为AA了，那之后年龄接着变大，客户分类仍然是AA，为什么还会影响客户分类呢

2022-12-02 15:39 1 · 回答

NO.PZ2022052301000001 问题如下 Owen’s next meeting is with George Bailey, entrepreneur anself-ma millionaire. Owen anYang talk prior to the meeting anhe makes the following observations: Bailey is inpennt, strong wille quito make cisions, anextremely confint. Historically his portfolio hha high turnover rate anhe htento chase higher risk investments. He is also very “han on.” Bailey’s youngest chilis expecteto graate from university in the next couple of years anhe hbecome increasingly more emotionabout his investments. Yang questions if Owen hever consirea behaviorally mofieportfolio for Bailey, even though he monstrates some of the shortcoming of classifying investors into personality types.Baseon Owen’s observations, whiof the following woulleast likely limit the applicability of behaviormols to Bailey? A.splaying characteristiof multiple investor types. B.Both cognitive anemotionbiases. C.Behaviorchanges he ages. Bailey is not exhibiting characteristiof multiple investor types. He is only exhibiting the investor characteristiassociatewith Active Accumulator (Athinclu both cognitive anemotionbiases. His in also exhibiting behaviorchanges he is aging he hbecome more emotionabout his investment portfolio. 如题。如果行为发生变化，investor type不会变吗？如果变了的话，不也会影响到mol的使用？

2022-09-19 09:21 1 · 回答