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钮星旎 · 2018年12月02日

问一道题:NO.PZ2018091702000014 [ CFA III ] 

问题如下图:

Flora是否属于BBK five-way model里的adventurer?这种类型的投资者是否存在不听从基金经理意见的问题?

选项:

A.

B.

C.

解释:

1 个答案
已采纳答案

Shimin_CPA税法主讲、CFA教研 · 2018年12月02日

是的,她属于adventurer。这样的投资者的确是很难相处很难沟通的,但是投资过于集中是有问题的,一旦有了亏损,投资者由于有overconfidence bias, 会把损失归咎于基金经理,所以哪怕她不听,基金经理还是要跟她讨论这个事,但是讨论不等于说服,讨论是对客户负责。

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