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Lu · 2023年02月18日

老师conner是PP么

  1. CFA III
  2. Behavioral Finance

NO.PZ2022052301000015

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


Which behavioral investor type most likely describes Michael Donnelly?

选项：

A.

Independent individualist

B.

Active accumulator

C.

Friendly follower

解释：

Donnelly is entrepreneurial and created his own wealth. He lacks spending controls, does not believe in the benefits of portfolio diversification, has a high risk tolerance, and prefers high-risk investments recommended by friends. These are all attributes of an active accumulator.

老师conner是PP么

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1 个答案

王琛_品职助教 · 2023年02月19日

嗨，爱思考的PZer你好：


是的，Kyra Conner 的投资者分类是 PP

这道 MOCK 题我之前刚好总结过，请同学先参考一下：https://class.pzacademy.com/qa/99175

如果同学还有疑问，可以追问或者评论，我再回答同学的后续疑问哈

----------------------------------------------
就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

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