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S. Wang · 2023年06月09日

watch list在research阶段就是类似negative screening的用处不？

  1. ESG
  2. ESG integrated portfolio construction and management

NO.PZ2022120703000082

问题如下：

The CFA Institute ESG integration framework contains three levels: the research level, security level, and portfolio level. Watch lists are included within the:

选项：

A.security level. B.portfolio level. C.research level.

解释：

C is correct because watch lists are part of the research level in CFA Institute ESG integration framework.

A is incorrect because watch lists are part of the research level in CFA Institute ESG integration framework.

B is incorrect because watch lists are part of the research level in CFA Institute ESG integration framework.

watch list在research阶段就是类似negative screening的用处不？

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王岑 · 2023年06月09日

嗨，努力学习的PZer你好：


Watch lists和negative screening是不同的。

列表（Watch lists）可能包括添加到监控名单中进行监测的ESG风险较高的证券，或添加到潜在投资监控名单中的ESG机会较高的证券。例如，一旦投资者评估了ESG风险或机会，就会创建并监测新闻或股价监控名单，以便在股价进入水平或ESG事件变化时进行投资。例如，被认为具有高碳排放风险的高碳排放公司可能会监测与碳税政策变化相关的情况。

Negative screening是指负面筛选，是一种ESG投资策略，投资者使用这种策略来排除那些与其价值观不符的公司或行业，以避免投资不希望投资的公司或行业。更具体地说，采用negative screening策略的投资者会排除那些涉及烟草、枪支、石油和天然气等行业的股票。


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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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