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dognmnm · 2023年03月14日

friendly follower的定义

  1. CFA III
  2. Behavioral Finance

* 问题详情，请 查看题干

NO.PZ201511190100000501

问题如下：

Which new client would most likely be identified as a friendly follower?

选项：

A.

Blake.

B.

Neilson.

C.

Williamson.

解释：

C is correct.

Friendly followers are passive investors with low to moderate risk tolerance. Friendly followers tend to follow leads from their friends, colleagues, or advisors. They often want to be in the latest, most popular investments without regard to suitability for long-term goals. Rodriguez’s notes indicate Williamson considers himself to be a low to moderate risk taker. In addition, he admits following the advice of colleagues and this advice resulted in purchase of latest, popular stocks without consideration of goals.

friendly follower会听从他人的建议, 我想确认一下, 是一定要专家的建议吗? 还是说只要其他人建议都愿意听就是friendly follower?

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1 个答案

王琛_品职助教 · 2023年03月15日

嗨，爱思考的PZer你好：


1）friendly follower会听从他人的建议, 我想确认一下, 是一定要专家的建议吗?

不一定是专家，可以是朋友，同事或者投资顾问

请参考基础班讲义墨迹版 P126

2）还是说只要其他人建议都愿意听就是friendly follower?

不一定

有时候 AA 也会投资朋友或同事推荐的高风险标的

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

3）

关于投资者分类 BIT 考点的识别，我个人的备考建议如下

第一个层面，是大面上的区别，包含三个维度：投资风格、风险容忍度、主要的偏差，参考基础班讲义 P99

第二个层面，是熟悉每种类型的特点。这里建议熟悉一下基础班讲义 P100-P103 的文字

因为你会发现，课后题中，考查 BIT 的题目，从题干到解析，其实都是在考查特点，所以关键词一定要熟悉，这样看到题干描述，可以迅速反映。一般做题时，更多是通过第二个层面判断 BIT 类型

下面总结三个投资者分类的识别分析思路

识别 PP，请参考：https://class.pzacademy.com/qa/80963

识别 FF，请参考：https://class.pzacademy.com/qa/82875

识别 AA，请参考：https://class.pzacademy.com/qa/84121

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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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