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.)
请问这四类PP FF II AA投资者有没有对应的表格?给具体细节建议还是宏观建议的表格嘛?