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qixj · 2023年11月01日

老师,B为什么错了

NO.PZ2022120701000085

问题如下:

What is the first step in the effective design of a client ESG investment mandate?

选项:

A.Tailor ESG investment approach to client expectations. B.Develop client-relevant ESG-aware investment mandates. C.Clarify client needs and set them out in a clear statement of ESG investment beliefs.

解释:

The first step in the effective design of a mandate is that clients should be clear about their needs and set them out in a clear statement of ESG investment beliefs Doing so will require them to define their investment goals and beliefs, which will help them define how they plan to create value and how they will orient their investment approach The investment beliefs—which might be expressed in a statement of investment principles—ought to guide the overall approach toward ESG investment (and investment more generally) and will help frame any mandate agreed with an investment manager

老师,B为什么错了

1 个答案

净净_品职助教 · 2023年11月01日

嗨,从没放弃的小努力你好:


这里问的是涉及ESG投资委托书的步骤,第一步要了解客户需求。B选项develop是制作委托书,还没到这一步来,就想买房子,不可能一上来就签购房合同,要先了解房屋情况。

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