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猫猫酱 · 2021年02月10日

问一道题:NO.PZ2018091702000021 [ CFA III ]

问题如下:

Sophia is a senior manager of a plastic manufacturing corporation, 60-year-old. She has an investment portfolio with $600,000, and 75% is invested in her employer’s stocks. She is cautious and worried about future stock market, therefore, she invests only in which she is familiar with. In her risk tolerance questionnaire, she expresses low risk tolerance and wants to maintain the current value of her assets.

Tinais ajournalist, 32 years old. She has signed a 10-year contract with a local newspaper successfully since last year. Her investment portfolio is $4.3 million and all managed by herself. She has independent mind to analyze information and strong confidence to manage the portfolio well.

Christopher is a dentist, 48 years old. He is an expert and has an investment account of $7 million. He has low to medium risk tolerance. As he is busy and knows little about investment, he takes advices from his friends and colleagues. The stocks he purchased are usually "hot issues" in the market.

Regarding three clients’ different characteristics, which one would most likely be identified as a friendly follower?

选项:

A.

Tina.

B.

Sophia.

C.

Christopher.

解释:

C is correct.

考点识别投资者类型

解析Friendly follower 通常是被动投资者他们倾听并接受别人的建议不管投资的股票是否与自己的长期目标一致三人中Christopher几乎不懂投资听从朋友和同事的建议所以最有可能是friendly follower

Tina是II还是AA Sophia是什么

1 个答案

王琛_品职助教 · 2021年02月18日

- Tina 的 type 不是特别明确,请参考:https://class.pzacademy.com/qa/40731
- Sophia 是 PP,请参考: https://class.pzacademy.com/qa/41453

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NO.PZ2018091702000021 Sophia is a senior manager of a plastic manufacturing corporation, 60-year-ol She hinvestment portfolio with $600,000, an75% is investein her employer’s stocks. She is cautious anworrieabout future stomarket, therefore, she invests only in whishe is familiwith. In her risk toleranquestionnaire, she expresses low risk tolerananwants to maintain the current value of her assets. Tinais ajournalist, 32 years ol She hsignea 10-yecontrawith a locnewspaper successfully sinlast year. Her investment portfolio is $4.3 million anall manageherself. She hinpennt minto analyze information anstrong confinto manage the portfolio well. Christopher is a ntist, 48 years ol He is expert anhinvestment account of $7 million. He hlow to meum risk tolerance. he is busy anknows little about investment, he takes aices from his frien ancolleagues. The stocks he purchaseare usually \"hot issues\" in the market. Regarng three clients’ fferent characteristics, whione woulmost likely intifiea frieny follower? TinSophiChristopher. C is correct. 考点识别投资者类型 解析Frieny follower 通常是被动投资者,他们倾听并接受别人的建议,不管投资的股票是否与自己的长期目标一致。三人中,Christopher几乎不懂投资,听从朋友和同事的建议,所以最有可能是frieny follower。 Tina是什么类型的?

2021-12-29 12:31 1 · 回答

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2021-09-17 11:00 1 · 回答

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2021-07-09 22:23 1 · 回答

请问老师,passive preserver 和 frieny follower 有什么不同?题目好像混在一起了。

2020-12-10 22:45 2 · 回答