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

Marina_0122 · 2022年07月15日

为什么不是friendly follower

  1. CFA III
  2. Behavioral Finance

NO.PZ2022052301000015

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


Which behavioral investor type most likely describes Michael Donnelly?

选项：

A.

Independent individualist

B.

Active accumulator

C.

Friendly follower

解释：

Donnelly is entrepreneurial and created his own wealth. He lacks spending controls, does not believe in the benefits of portfolio diversification, has a high risk tolerance, and prefers high-risk investments recommended by friends. These are all attributes of an active accumulator.

为什么不是friendly follower

添加评论
1 个答案
已采纳答案

王琛_品职助教 · 2022年07月16日

嗨，从没放弃的小努力你好：


Michael Donnelly 不是 FF，是 AA；Alan O'Driscoll 才是 FF 哈

具体分析，我之前刚好总结过，请同学先参考一下：https://class.pzacademy.com/qa/100698

----------------------------------------------
加油吧，让我们一起遇见更好的自己！

  • 1

    回答

  • 0

    关注

  • 466

    浏览
相关问题

NO.PZ2022052301000015问题如下 ring preparation for the weekly PWG meeting, vion reviews the financiholngs of three new clients along with their risk assessment questionnaires. Her observations are summarizein Exhibit 1 Client Assessment HighlightsWhibehaviorinvestor type most likely scribes Michael nnelly? A.Inpennt invialistB.Active accumulatorC.Frieny follower nnelly is entrepreneuriancreatehis own wealth. He lacks spenng controls, es not believe in the benefits of portfolio versification, ha high risk tolerance, anprefers high-risk investments recommenfrien. These are all attributes of active accumulator. 老师conner是PP么

2023-02-18 16:03 1 · 回答

NO.PZ2022052301000015 问题如下 ring preparation for the weekly PWG meeting, vion reviews the financiholngs of three new clients along with their risk assessment questionnaires. Her observations are summarizein Exhibit 1 Client Assessment HighlightsWhibehaviorinvestor type most likely scribes Michael nnelly? A.Inpennt invialist B.Active accumulator C.Frieny follower nnelly is entrepreneuriancreatehis own wealth. He lacks spenng controls, es not believe in the benefits of portfolio versification, ha high risk tolerance, anprefers high-risk investments recommenfrien. These are all attributes of active accumulator. 老师为什么他不是II？strong-wille合II的traits呀

2022-09-03 22:29 1 · 回答

NO.PZ2022052301000015 问题如下 ring preparation for the weekly PWG meeting, vion reviews the financiholngs of three new clients along with their risk assessment questionnaires. Her observations are summarizein Exhibit 1 Client Assessment HighlightsWhibehaviorinvestor type most likely scribes Michael nnelly? A.Inpennt invialist B.Active accumulator C.Frieny follower nnelly is entrepreneuriancreatehis own wealth. He lacks spenng controls, es not believe in the benefits of portfolio versification, ha high risk tolerance, anprefers high-risk investments recommenfrien. These are all attributes of active accumulator. 题干里面有写到一句 他非常喜欢从分散化中获益，这个我认为和AA是有冲突的，请老师帮忙解答，谢谢

2022-08-02 22:29 1 · 回答