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qixj · 2023年06月13日

老师，A和B有什么区别？

  1. ESG
  2. Engagement and stewardship

NO.PZ2022120701000062

问题如下：

A fund management entity that advances clients’ engagement activities even if not investing the client’s funds is best described as:

选项：

A.a proxy firm. B.an overlay service provider. C.an ESG investment consultant.

解释：

Overlay service providers (such as Columbia Threadneedle Investments [REO] and Sustainalytics) provide stewardship overlay services, such as voting advice and direct engagement activities, for clients regardless of whether they invest funds on the client’s behalf Proxy advisers (such as ISS and Glass Lewis) provide voting advice and assist with processing votes, but don’t directly advance engagement on their clients’ behalf ESG investment consultants (such as Mercer) typically rate the ESG expertise of fund managers

老师，A和B有什么区别？这道题为什么选B？

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3 个答案

净净_品职助教 · 2023年10月10日

嗨，努力学习的PZer你好：


英文解析及中文翻译对应如下：

  • Overlay service providers (such as Columbia Threadneedle Investments [REO] and Sustainalytics) provide stewardship overlay services, such as voting advice and direct engagement activities, for clients regardless of whether they invest funds on the client’s behalf. 覆盖服务提供商(如Columbia Threadneedle Investments [REO]和Sustainalytics)为客户提供管理覆盖服务，如投票建议和直接参与活动，无论他们是否代表客户投资资金（B选项）
  • Proxy advisers (such as ISS and Glass Lewis) provide voting advice and assist with processing votes, but don’t directly advance engagement on their clients’ behalf. 代理顾问(如ISS和Glass Lewis)提供投票建议并协助处理投票，但不直接代表客户推进业务（A选项）
  • ESG investment consultants (such as Mercer) typically rate the ESG expertise of fund managers. ESG投资顾问(如美世)通常对基金经理的ESG专业知识进行评估。（C选项）

解析中解释了三个选项涉及主体的具体工作，题干问的是即使不投资客户的资金，也推动客户参与活动的基金管理实体是谁，B选项符合

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安在 · 2023年10月08日

解析三句话有什么连贯性 是分别解释了什么是 overlay service provider 、proxy firm 和ESG 咨询公司吗？ 前面两个的区别是 是否参与推进业务吗？那为什么单独说一下ESG咨询呢 ，这里什么逻辑层次？Esg咨询公司属于overlay service provider? 总之解析没看明白 也不知道解析中两次出现的英文单词behalf什么意思

净净_品职助教 · 2023年06月13日

嗨，爱思考的PZer你好：


这道题考察的是水印版讲义P53的知识点。

题干问的是不投资客户的资金，但是会推动客户参与活动的基金管理机构是谁，答案是Overlay service providers（全服务覆盖的提供商）。

这种overlay services包括投票建议，直接的参与活动。同学可以把这道题的解析当作结论记忆:

覆盖服务提供商(如Columbia Threadneedle Investments [REO]和Sustainalytics)为客户提供管理覆盖服务，如投票建议和直接参与活动，无论他们是否代表客户投资资金;

代理顾问(如ISS和Glass Lewis)提供投票建议并协助处理投票，但不直接代表客户推进业务；

ESG投资顾问(如美世)通常对基金经理的ESG专业知识进行评估。

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