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Chartered Investment Manager (CIM) Practice Exam · Question

A portfolio manager observes that her clients consistently react more strongly to equivalent percentage losses in their portfolios than to equivalent percentage gains. For instance, a 5% loss causes significantly more distress than a 5% gain brings joy. This phenomenon is a prime example of which behavioral finance concept?

Loss aversion describes the tendency for people to prefer avoiding losses over acquiring equivalent gains; the pain of losing is psychologically more powerful t

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Question: A portfolio manager observes that her clients consistently react more strongly to equivalent percentage losses in their portfolios than to equivalent percentage gains. For instance, a 5% loss causes significantly more distress than a 5% gain brings joy. This phenomenon is a prime example of which behavioral finance concept?

Answer options:

  • Mental Accounting ✅ Loss Aversion
  • Framing Effect
  • Regret Aversion

Correct answer: Loss Aversion

Explanation: Loss aversion describes the tendency for people to prefer avoiding losses over acquiring equivalent gains; the pain of losing is psychologically more powerful than the pleasure of gaining. The manager's observation directly reflects this asymmetry in emotional response to gains and losses.

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