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dauphinois16 · 2022年07月12日

Connor表现哪种emotional bias,根据哪句话判断的呢?

NO.PZ2022052301000014

问题如下:

During preparation for the weekly PWG meeting, Davidson reviews the financial holdings of three new clients along with their risk assessment questionnaires. Her observations are summarized in Exhibit 1 Client Assessment Highlights


During the meeting, fellow adviser Liam Roche makes the following observation based on the information in Exhibit 1: "Mr. Donnelly should respond favorably to education focused on how the investment program affects financial security, retirement planning, and future generations. However, Ms. Connor and Mr. O'Driscoll will respond better to education on portfolio metrics, such as the Sharpe Ratio."

Roche's observation regarding client education is least likely accurate for which client?

选项:

A.

Kyra Conner

B.

Alan O'Driscoll

C.

Michael Donnelly

解释:

Both Conner and Donnelly are exhibiting emotional biases. When advising emotionally biased investors, advisers should focus on explaining how the investment program being created affects such issues as financial security, retirement, or future generations rather than focusing on quantitative details. The recommendation for Conner would be more suited for a cognitively biased investor. O'Driscoll is a cognitively biased investor (friendly follower). As such, focusing on such metrics as the Sharpe Ratio would be appropriate for this client.

Connor表现哪种emotional bias,根据哪句话判断的呢?

1 个答案

王琛_品职助教 · 2022年07月13日

嗨,爱思考的PZer你好:


关于 Conner 呈现的主要偏差是 emotional 的结论,我个人认为,分析思路并不是从题干背景中客户的言行举止去识别,而是首先判断出三个客户的 BIT 投资者分类,然后再判断不同投资者分类呈现的主要偏差

这道 MOCK 题我之前刚好总结过,请同学先参考一下:https://class.pzacademy.com/qa/99175

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