NO.PZ2022081802000081
问题如下:
Caitríona Daosri is a portfolio manager for an international bank, where she advises high-net-worth clients. Daosri is meeting with a new client, Estêvão Kai, a 40-year-old surgeon with €4 million across various accounts and a salary of €500,000 per annum. Kai explains to Daosri that he has four accounts at four different banks, each with specific sources and uses of funds, as shown in the following table:
选项:
A.Keep written records of investment decisions.
B.Ask questions such as, “Is the decision the result of focusing on a net gain or net loss position?”
C.Aggregate all accounts and portfolios into a single spreadsheet.
解释:
SolutionC is correct. Aggregating mental accounts is a logical strategy to combat mental accounting. It is the opposite of disaggregating money into separate accounts.
这道题怎么看出是考心理账户这个知识点?A&B为何是错误的?