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Gogo冲 · 2022年10月10日

怎么区分A和C

NO.PZ2022052301000007

问题如下:

Arzac is working with a marketing consultant to determine how she should market her frm’s services. She describes her ideal clients as people who readily acknowledge their limitations regarding investments, will easily follow her advice, tend to be cautious about their investment portfolios, and are mainly concerned about conserving their capital.

Given Arzac’s description of her ideal clients, her clients could most likely be described as which type of investor personality?

选项:

A.

Celebrity

B.

Individualist

C.

Guardian

解释:

Arzac’s ideal clients would most likely be classified as the Guardian investor personality type using the BB&K classifications. Guardians are cautious and concerned about the future, particularly as they approach retirement. They are concerned about protecting their assets and may seek advice from those they perceive as being more knowledgeable than themselves.

B is incorrect because Individualists are independent and confident investors who like to make their own decisions. They are unlikely to easily take advice without doing their own analysis.

A is incorrect because celebrities hold opinions about some things but may be willing to take advice about investing. They only recognize their investment limitations to a certain extent.

如何区分A和C的两种type

1 个答案

王琛_品职助教 · 2022年10月11日

嗨,爱思考的PZer你好:


1

这道 MOCK 题考查的是 BB&K Five-Way Model

根据原版书正文对投资者分类的介绍,Celebrity 和 Guardian 的相同点是,都会听取别人的建议

不同点是,对 Guardian 的特征描述,包括谨慎的投资风格,对未来比较焦虑,更关心资产的保值,而不是增值

原版书原文为

"Guardians are cautious and concerned about the future. As people age and approach retirement, they may become guardians. They are concerned about protecting their assets"

所以题干当中的关键句为

"tend to be cautious about their investment portfolios, and are mainly concerned about conserving their capital."

可以认为是对原文的改写,所以选择 Guardian

2

从知识点框架角度,相比 BB&K Five-Way Model,咱们更多介绍的其实是 BIT

所以也可以从 BIT 角度,类比理解 BB&K Five-Way Model

比如 Guardian 更像 PP,Celebrity 更像 FF

关于 BB&K Five-Way Model 了解一下即可,重点还是 BIT

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

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