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trekker · 2023年07月01日

老师,基本面分析为什么是自下而上的?

NO.PZ2022120701000076

问题如下:

Which of the following statements best describes discretionary ESG investment strategies?

选项:

A.Discretionary investment strategies impose a custom index with ESG exclusion criteria B.Discretionary investment strategies complement bottom-up financial analysis with consideration of ESG factors C.Discretionary investment strategies are rules-based approaches to drive securities selection in ESG integrated portfolio construction

解释:

Discretionary ESG investment strategies most commonly take the form of a fundamental portfolio approach A portfolio manager would work to complement bottom-up financial analysis alongside the consideration of ESG factors to reinforce the investment thesis of a particular holding

基本面分析为什么是自下而上的?

2 个答案

Tina_品职助教 · 2024年02月02日

嗨,努力学习的PZer你好:


这个不是一个事情~

说的E和S议题的那个,是主动参与的风格。不是基本面分析的方法。

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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!

Tina_品职助教 · 2023年07月02日

嗨,努力学习的PZer你好:


自下而上的基本面分析从具体的公司开始,分析其财务报告、盈利预期、管理层质量、市场定位等因素,然后可能会扩展到行业和宏观经济条件,以判断该公司股票的价值。这种方法的优点是可以深入了解公司的运营情况,发现那些可能被市场忽视的价值。

这里的意思是,投资经理在进行传统的自下而上的财务分析(例如分析公司的财务报告、业绩预期等)的同时,也会考虑到ESG因素(例如公司的环境影响、社会责任、治理结构等)。通过这种方式,他们可以进一步强化或补充他们对这个投资(例如某只股票)的基本面理解和投资论证。

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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!

Su · 2024年02月01日

这个的自下而上和E和S的议题分析时候的自下而上是一个事儿吗。因为如果这里是 principal,我理解也是偏向被动投资分析,对应的是E和S,那么应该是自上而下的。

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