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Zunniyaki · 2022年12月01日

请问根据Approach 2的描述怎样就能看出来是和ESG相关了呢?

NO.PZ2018120301000022

问题如下:

Molly notes that SD&R generally uses actively managed portfolios designed to earn a return in excess of the benchmark portfolio. For clients interested in passive exposure to ­fixed-income instruments, SD&R offers two additional approaches.

  • Approach 1: Seeks to fully replicate a small range of benchmarks consisting of government bonds.
  • Approach 2: Follows an enhanced indexing process for a subset of the bonds included in the Bloomberg Barclays US Aggregate Bond Index. Approach 2 may also be customized to reflect client preferences.
Relative to Approach 1 of gaining passive exposure, an advantage of Approach 2 is that it:

选项:

A.

minimizes tracking error.

B.

requires less risk analysis.

C.

is more appropriate for socially responsible investors.

解释:

Correct Answer: C

C is correct. Enhanced indexing is especially useful for investors who consider environmental, social, or other factors when selecting a fixed-income portfolio. Environmental, social, and corporate governance (ESG) investing, also called socially responsible investing, refers to the explicit inclusion or exclusion of some sectors, which is more appropriate for an enhanced index strategy relative to a full index replication strategy. In particular, Approach 2 may be customized to reflect client preferences.

请问根据Approach 2的描述怎样就能看出来是和ESG相关了呢?

Yiyun · 2023年03月06日

题目真一点都看不出来ESG,只能从“灵活性”来解释

1 个答案

pzqa015 · 2022年12月03日

嗨,从没放弃的小努力你好:


customized to reflect client preferences,这句话的意思是根据客户的需求来定制,那么如果客户有ESG需求,approach 2是可以满足的。

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

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