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郎布斯吃苹果 · 2021年05月20日

为什么不选A

  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.

A和C怎么区分？双方都不都是愿意听从建议，而且风险承受度差别不大，投资风格都不是特别激进啊。

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1 个答案

王琛_品职助教 · 2021年05月21日

嗨，从没放弃的小努力你好：


同学好，选项 C Williamson 的投资者类型是 FF，请问选项 A Blake 的投资者类型，你觉得是哪一种呢？

我个人认为选项 A Blake 的投资者类型 II 和 AA 都可以，界限并不是特别清晰

基于题干的描述：

"Blake has always self-managed the portfolio and has confidence in her investment abilities. Blake would like to be able to make independent decisions when opportunities arise."

"She is willing to consider higher risk investments if her research identifies an attractive opportunity."

上述的表述，II 和 AA 都满足，只是后面题干的表述，涉及到的都是 emotional 偏差，所以更像是 AA，因为 II 和 AA 对比的话，AA 的主要偏差是 emotional 

另外，Blake 的投资风格我觉得很激进呀，360 万的组合，全投资股权资产了。 "Her current portfolio consists of 15 equity positions"

区分投资者分类，主要的维度是投资风格是主动被动，风险容忍度是低还是高，呈现的主要偏差是 cognitive 还是 emotional

II 和 AA 的区别，请参考：https://class.pzacademy.com/qa/68619

PP 和 FF 的区别，请参考：https://class.pzacademy.com/qa/69031

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