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绒谷谷 · 2023年04月30日

请问下D选项的问题是什么

  1. ESG
  2. Investment mandates, portfolio analytics and client reporting

NO.PZ2022083003000004

问题如下：

Which of the following is NOT a typical way in which asset managers integrate ESG?

选项：

A.

Using ESG as a threshold requirement before investment can be considered.

B.

Using ESG as a factor that informs the valuation.

C.

Using ESG as a risk assessment that offers a level of confidence in the valuation.

D.

Using ESG as a basis for explaining investment holdings to clients.

解释：

本题考查基金经理整合ESG的方式：

  • as a threshold requirement before investment can be considered;
  • as a factor that informs the valuation or provides a quant basis for adjusting (or tilting) exposures;
  • as a risk assessment that offers a level of confidence in the valuation;
  • as a basis for stewardship engagement; or
  • as a combination of two or more of these methods, which is very often the case.

能否解释下D选项哪里错了

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1 个答案

净净_品职助教 · 2023年05月02日

嗨，努力学习的PZer你好：


整合ESG指的是在投资时考虑ESG，D选项是向客户解释投资持股，这属于投后管理的范畴了，并没有阐述基金经理在做投资时考虑到ESG。甚至可以这么想，如果一个基金经理在构建投资组合是没有考虑ESG，而是投完了以后，站在ESG的角度，或者用ESG因子来做一个业绩归因，这算是ESG整合吗？

ABC三个选项讲的都是在投资时，也就是分析研究和构建组合阶段如果将ESG考虑进去。

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