返回列表 发帖

Private Wealth Management - Reading 14: Managing Individual

Q1. Which of the following statements about risk and decision-making styles would least likely appear in a personality typing questionnaire?

A)   I do not like contact sports, like football.

B)   I typically lose sleep when the market is down.

C)   My favorite subject in school was mathematics.

Q2. Which of the following statements about personality typing for individual investors is TRUE?

A)   An ad hoc approach to personality typing is to administer a short questionnaire.

B)   It is difficult to render precise categorizations of broad groups of investors.

C)   Subjective assessments of investors are easy to standardize.

Q3. Most of the short questionnaires used by investment professionals to determine client risk tolerance levels consist of:

A)   comments about investment scenarios.

B)   comments about non-investment scenarios.

C)   questions that focus on how the individual would deal with the professional if he/she lost their money.

thanks.

TOP

ty

TOP

[em50]

TOP

tq

TOP

Thank you!

TOP

回复:(mayanfang1)[2009] Session 4: Private Weal...

Thanks.

TOP

TOP

V

TOP

踩踩踩踩踩踩踩踩踩踩踩踩

TOP

返回列表