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执瑞 Zhirui · 2023年03月13日

ABC选项先后顺序是怎么样的,知识点slide在哪里

NO.PZ2022120703000094

问题如下:

The first step in the effective design of an ESG investment mandate is for clients to:

选项:

A.clarify their needs and state their investment beliefs.

B.identify material ESG factors in their investment approach.

C.issue a request for proposals (RFP) to evaluate potential fund managers.

解释:

A is correct because "the first step in the effective design of a mandate is that the client should be clear about their needs and set them out in a clear statement of ESG investment beliefs."

B is incorrect because identifying material ESG factors is at a later stage. "As the PLSA indicates…how they client consider financially material ESG factors within their investment approach, as well as the extent to which they undertake stewardship, including engagement and voting."

C is incorrect because RFP is issued at a later stage. "Ensuring that the mandate is fully operational is typically done through a detailed request for proposals (RFP) process."

ABC选项先后顺序是怎么样的,知识点slide在哪里

2 个答案

王岑 · 2024年01月22日

嗨,爱思考的PZer你好:


设计一个好的授权委托,需要五个步骤:

  1. Clarifying client needs: defining the ESG investment strategy
  2. Fully aligning investment with client ESG beliefs
  3. Developing client-relevant ESG-aware investment mandates
  4. Tailoring ESG investment approach to client expectations
  5. Holding managers to account

因此,B选项是不在这五个步骤之中的。

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

王岑 · 2023年03月14日

嗨,努力学习的PZer你好:


同学你好,

我们制定授权委托的步骤大致有这些:

因此第一步是明确客户的需求。

B选项应该是在第5个步骤:Holding Managers To Account: Measurement And Reporting

C选项的request for proposals (RFP)意思是“招标”,是属于Developing Client-relevant ESG-aware Investment Mandates这一步。

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

137****5179 · 2024年01月18日

B.identify material ESG factors in their investment approach 这才是B的选项吧 这个是不在步骤里面的嘛