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一只可爱的猪 · 2021年07月15日

我可以理解B是对的,但是为什么C不对

* 问题详情,请 查看题干

NO.PZ201511190100000401

问题如下:

When advising his clients, Wang is least likely to:

选项:

A.

educate Perez on the benefits on portfolio diversification.

B.

limit Johnson’s role in the investment decision-making process.

C.

provide Patel with details like standard deviations and Sharpe ratios.

解释:

C is correct.

This would not be an effective way to advise Patel. Given Patel’s information, he is likely to be more receptive to “big picture” advice that does not dwell on details like standard deviations and Sharpe ratios. He is emotionally biased and providing excessive cognitive detail will lose his attention. He needs to be convinced of his advisor’s general philosophy first and then, as trust is gained, he will respond to advice and take action. (Patel is a Passive Preserver.)

这里可以分析出这个人是自己喜欢分析的,那我们提供一些数据,不是更好吗

1 个答案

王琛_品职助教 · 2021年07月18日

嗨,爱思考的PZer你好:


不是的,同学可能对这道题的考点理解有误哈

解题思路是:首先判断客户所属的投资者分类,然后再判断给这类客户的建议是否合适

具体分析过程,请参考:https://class.pzacademy.com/qa/46379

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