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

凉茶325 · 2022年11月29日

B选项

  1. CFA III
  2. Behavioral Finance

* 问题详情，请 查看题干

NO.PZ201511190100000401

问题如下：

When advising his clients, Wang is least likely to:

选项：

A.

educate Perez on the benefits on portfolio diversification.

B.

limit Johnson’s role in the investment decision-making process.

C.

provide Patel with details like standard deviations and Sharpe ratios.

解释：

C is correct.

This would not be an effective way to advise Patel. Given Patel’s information, he is likely to be more receptive to “big picture” advice that does not dwell on details like standard deviations and Sharpe ratios. He is emotionally biased and providing excessive cognitive detail will lose his attention. He needs to be convinced of his advisor’s general philosophy first and then, as trust is gained, he will respond to advice and take action. (Patel is a Passive Preserver.)

B选项是不是因为他是emotional所以就要限制他做投资决策啊？不是应该教育吗？

添加评论
1 个答案

王琛_品职助教 · 2022年12月01日

嗨，爱思考的PZer你好：


1

不是的

因为 B 选项 Johnson 的投资者类型是 AA

AA 的特点是喜欢亲历亲为，希望深度参与投资决策过程。("They are often "hands on", wanting to be heavily involved in the investment decision-making process.")

如果不限制，最终结果可能是双方都不爽 ("the result will likely be an unhappy client and an unhappy adviser.")

2

所以选项 B 涉及的考点是 AA 的顾问建议，即顾问要掌控局面

请参考基础班讲义 P103

具体分析过程，也请参考：https://class.pzacademy.com/qa/46379

----------------------------------------------
虽然现在很辛苦，但努力过的感觉真的很好，加油！

  • 1

    回答

  • 0

    关注

  • 396

    浏览
相关问题

NO.PZ201511190100000401 问题如下 When aising his clients, Wang is least likely to: A.ecate Perez on the benefits on portfolio versification. B.limit Johnson’s role in the investment cision-making process. C.provi Patel with tails like stanrviations anSharpe ratios. C is correct.This woulnot effective wto aise Patel. Given Patel’s information, he is likely to more receptive to “big picture” aithes not ell on tails like stanrviations anSharpe ratios. He is emotionally biaseanproving excessive cognitive tail will lose his attention. He nee to convinceof his aisor’s generphilosophy first anthen, trust is gaine he will responto aiantake action. (Patel is a Passive Preserver.) 老师好，这题为什么不选Sara 是II 是吗？ II 是cognitive 所以可以ecate只要给 ta backesources即可？谢谢、

2022-07-11 16:55 2 · 回答

NO.PZ201511190100000401 limit Johnson’s role in the investment cision-making process. provi Patel with tails like stanrviations anSharpe ratios. C is correct. This woulnot effective wto aise Patel. Given Patel’s information, he is likely to more receptive to “big picture” aithes not ell on tails like stanrviations anSharpe ratios. He is emotionally biaseanproving excessive cognitive tail will lose his attention. He nee to convinceof his aisor’s generphilosophy first anthen, trust is gaine he will responto aiantake action. (Patel is a Passive Preserver.)三个答案代表分别是什么投资者

2021-11-18 07:50 1 · 回答

NO.PZ201511190100000401 limit Johnson’s role in the investment cision-making process. provi Patel with tails like stanrviations anSharpe ratios. C is correct. This woulnot effective wto aise Patel. Given Patel’s information, he is likely to more receptive to “big picture” aithes not ell on tails like stanrviations anSharpe ratios. He is emotionally biaseanproving excessive cognitive tail will lose his attention. He nee to convinceof his aisor’s generphilosophy first anthen, trust is gaine he will responto aiantake action. (Patel is a Passive Preserver.)请问这四类PP FF II AA投资者有没有对应的表格？给具体细节建议还是宏观建议的表格嘛？

2021-10-14 02:21 1 · 回答

NO.PZ201511190100000401 A怎么不对呢？

2021-10-11 10:58 1 · 回答