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丸子闹革命 · 2018年10月14日

问一道题:NO.PZ201511190100000401 第1小题 [ CFA III ]

* 问题详情,请 查看题干

问题如下图:

选项:

A.

B.

C.

解释:

B选项作为active accumulator 对其限制决策,不是意味着很容易丢掉客户吗?为什么B还是对的?

1 个答案
已采纳答案

Shimin_CPA税法主讲、CFA教研 · 2018年10月14日

如果放任这样的投资者自己做决定,造成了损失就是基金经理失职了,而且他有overconfidence bias,容易把失败归咎于他人。所以最好的做法是限制,并说服客户听专业人士的建议。

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