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qiucy · 2023年03月27日

为什么D选项错了呢？

  1. ESG
  2. ESG integrated portfolio construction and management

NO.PZ2022120702000074

问题如下：

The CFA Institute and CFA UK define ESG integration as the

选项：

A.Explicit systematic inclusion of ESG factors in investment analysis and investment decisions. B.Exclusion of securities from client portfolios, which fall below specified minimum standards. C.Prioritisation of ESG factors ahead of all other client considerations during the investment process. D.Requirement to refer to ESG factors at all stages of the investment process.

解释：

选项A正确。ESG整合指的是在投资分析和投资决策中系统性地纳入ESG因素。

如题

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2 个答案

Tina_品职助教 · 2023年03月28日

嗨，努力学习的PZer你好：


投资过程包括以下很多阶段

Investment Process

  • Step 1: Determine Your Investment Objectives and Risk Profile. ...
  • Step 2: Set Your Asset Allocation Policy. ...
  • Step 3: Implementation. ...
  • Step 4: Rebalance Your Portfolio. ...
  • Step 5: Communication.

视频“Introduction: Stages of Integrated ESG Assessment” 这部分讲了ESG整合框架

ESG的整合，集中在投资的研究、分析和决策上，主要是强调系统性思维，但并不是流程式的要求在什么阶段披露什么ESG要素。相反，企业根据自己的情况 就重大性问题（Material）进行评估。



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Tina_品职助教 · 2023年03月28日

嗨，爱思考的PZer你好：


同学你好，

D是说要求在投资过程的每一个阶段都涉及ESG的考虑因素。

这就有些绝对了，这里ESG整合不是强制要求在每个阶段都纳入。它主要是建议在投资分析和投资决策的不同阶段尽可能的系统性整合ESG，比如研究阶段、估值阶段或是资产配置阶段。

在实际中，有些是在股票选取阶段考虑，在投资组合大类资产配置上不太容易整合。

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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！

qiucy · 2023年03月28日

但是我记得不是有个点是说要把ESG整合到全流程里吗？所以要覆盖每一个阶段？

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