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蛋蛋 · 2022年09月11日

请解答一下这个题目

  1. CFA III
  2. Behavioral Finance

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.

这道题可以翻译一下吗？没看明白题目是什么意思

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1 个答案

王琛_品职助教 · 2022年09月13日

嗨，努力学习的PZer你好：


现在有三位客户，根据客户的不同情况，顾问给出了不同的建议方向，解题思路如下

1 首先判断出三个客户的 BIT 投资者分类，参考基础班讲义 P100-P103

2 然后再判断不同投资者分类呈现的主要偏差，参考基础班讲义 P99

3 最后再根据不同的主要偏差类型，判断建议的方向是否准确，参考基础班讲义 P98

详细的解题思路，也请参考：https://class.pzacademy.com/qa/99175

如果同学还有疑问，可以就解题思路中的具体问题，追问或者评论，我再回答同学的后续问题哈

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

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