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
Alan O'Driscoll
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.
AA应该不会关心“how the investment program affects financial security, retirement planning, and future generations.”吧。
