Jayden张 · 2023年05月20日
NO.PZ2022120702000082
问题如下：
What should be the first stage of a portfolio management process, which employs ESG integration?
选项：
A.Agreeing the meaning of all ESG terms discussed with clients.
B.Determining any external ESG research requirements.
C.Developing an investment policy statement.
D.Undertaking any internal ESG research required.
解释：
选项C正确，组合管理过程的第一步是写IPS（投资政策说明）。请问考察的知识点出处是那一部分，谢谢
NO.PZ2022120702000082问题如下 Whshoulthe first stage of a portfolio management process, whiemploys ESG integration?A.Agreeing the meaning of all ESG terms scussewith clients.B.termining any externESG researrequirements.C.veloping investment polistatement.Unrtaking any internESG researrequireC正确，组合管理过程的第一步是写IPS（投资政策说明）。我记得有道题也是问第一步是什么，答案好像是materiality什么的？评估重要性？这个区别是什么？谢谢
NO.PZ2022120702000082问题如下 Whshoulthe first stage of a portfolio management process, whiemploys ESG integration?A.Agreeing the meaning of all ESG terms scussewith clients.B.termining any externESG researrequirements.C.veloping investment polistatement.Unrtaking any internESG researrequireC正确，组合管理过程的第一步是写IPS（投资政策说明）。后面有一道题问mante，第一步骤是clarify nee。想问mante和IPS的作用和区别，谢谢
NO.PZ2022120702000082问题如下Whshoulthe first stage of a portfolio management process, whiemploys ESG integration?A.Agreeing the meaning of all ESG terms scussewith clients.B.termining any externESG researrequirements.C.veloping investment polistatement.Unrtaking any internESG researrequireC正确，组合管理过程的第一步是写IPS（投资政策说明）。第一步不是应该是clarify client nee 么 所以我认为选A 通过和对方交流明确Nee 是不是哪个考点混淆了
NO.PZ2022120702000082问题如下Whshoulthe first stage of a portfolio management process, whiemploys ESG integration?A.Agreeing the meaning of all ESG terms scussewith clients.B.termining any externESG researrequirements.C.veloping investment polistatement.Unrtaking any internESG researrequireC正确，组合管理过程的第一步是写IPS（投资政策说明）。为什么A不对，啊啊啊啊
