开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

mayduke · 2022年02月13日

ability里的资产规模和年龄收入等难道不也是通过questionnaires获得的信息吗?例如先填表上传平台然后系统判断。

NO.PZ2015121801000122

问题如下:

Risk assessment questionnaires for investment management clients are most useful in measuring:

选项:

A.

value at risk.

B.

ability to take risk.

C.

willingness to take risk.

解释:

C  is correct.

Risk attitude is a subjective factor and measuring risk attitude is difficult. Oftentimes, investment managers use psychometric questionnaires, such as those developed by Grable and Joo (2004), to assess a client’s willingness to take risk.

NO.PZ2015121801000122

问题如下:

Risk assessment questionnaires for investment management clients are most useful in measuring:

选项:

A.

value at risk.

B.

ability to take risk.

C.

willingness to take risk.

解释:

C  is correct.

Risk attitude is a subjective factor and measuring risk attitude is difficult. Oftentimes, investment managers use psychometric questionnaires, such as those developed by Grable and Joo (2004), to assess a client’s willingness to take risk.

1 个答案
已采纳答案

Kiko_品职助教 · 2022年02月14日

嗨,爱思考的PZer你好:


风险承担的意愿,相对于能力更加主观化。对于能力,我们可能不需要用问卷,只是通过简单的交谈就能知道客户的承担风险能力的范围。但是对意愿的评估要复杂的多,实务中多用调查问卷的方式开展。调查问卷对于评估意愿是不可或缺的,因此是MOST USEFUL的。

----------------------------------------------
努力的时光都是限量版,加油!