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

Carina9999 · 2022年11月29日

为什么不是II

* 问题详情,请 查看题干

NO.PZ201511190100001003

问题如下:

Determine the BIT (PP, FF, II, AA) most likely to be assigned to Mikaele.(circle one)

Passive Preserver

Friendly Follower

Independent Individualist

Active Accumulator

Justify your response.

解释:

Active Accumulator

Mikaele is most likely to be classified as an Active Accumulator (AA).

●Mikaele is actively involved in the investment decision-making process.

●Mikaele exhibits a high risk tolerance as evidenced by her founding of a successful fast-growing business.

●Mikaele has a high net worth resulting from the success of her business, a characteristic of the AA.

●Mikaele’s account exhibits a high turnover rate relative to other clients.

Mikaele is most likely to be classified as an Active Accumulator (AA). She is heavily involved in the investment management process. Mikaele exhibits a high-risk tolerance, evidenced by her founding a successful fast-growing business, and has accumulated significant wealth. Additionally, Mikaele’s account has a relatively high turnover rate. These are all characteristics of an AA.

She calls king often to suggest buying and selling position…..

AA的行为不应该是自己拿主意吗,为什么还老让king推荐呢

1 个答案

王琛_品职助教 · 2022年12月01日

嗨,努力学习的PZer你好:


1

不矛盾哈

根据题意,投资顾问只是建议买卖仓位,但是是否执行交易,还是客户来决定

其实同学引用的句子,关键词在后半句:"resulting in a higher turnover rate relative to other clients." 即投资组合的换手率较高

对应原版书对 AA 特点的描写:"often have high portfolio turnover rates"

2

另外,AA 其实也会参考他人的推荐的,请参考原版书对 AA 特点的描写原文

"AAs are quick decision makers but may chase higher risk investments that their friends or associates are suggesting"

3

最后,关于这道题的答题技巧及分析,也请参考:https://class.pzacademy.com/qa/84121

----------------------------------------------
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
  • 327

    浏览