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luckygrace · 2023年11月05日

老师请问ETI是出现在哪块讲义里?讲的是什么呢?谢谢

NO.PZ2022071601000013

问题如下:

Why was the US Department of Labor’s clarification of fiduciary duty in 2015 welcomed by the ESG investing industry?

选项:

A.It allowed plans to invest in generating societal benefits in addition to financial return, as long as they were deemed appropriate for the plan’s investment objectives, return and risk B.It provided a standard for economically targeted investments (ETIs) C.It specified that, as long as the expected rate of return was commensurate with the rates of return offered by alternative investments with similar risk characteristics, ETIs were compatible with fiduciary duty D.It incentivised pension funds subject to ERISA to invest in ETIs

解释:

A选项说在选择投资产品的时候,除了财务return也可以考虑投资一些会带来社会benefits的标的,只要他们能够匹配客户的投资目标,收益和风险特征。这个说法正确。

B选项说,US Department of Labor’s clarification of fiduciary duty提供了一个以赚钱为目标的投资标准,这个和ESG投资不相符。

C选项是说的是只要能满足预期收益和风险的匹配,ETIs就是满足受托责任的。这是克林顿时期的。

D选项是说,它鼓励更多Pension funds投资在以赚钱为目标的投资当中,这个并没有考虑到ESG,并不相符。

同题

1 个答案

净净_品职助教 · 2023年11月05日

嗨,努力学习的PZer你好:


墨迹版讲义P73,这个是在将美国对ESG投资的态度,每换一次总统,对ESG投资的态度就会发生一次转变。

ETI指的是以经济为目标的投资

“在某种程度上,DOL在20世纪90年代开始在ERISA内处理ESG问题。在克林顿政府时期发布的1994-1解释性公告(IB)中,它纠正了当时流行的一种误解,即经济目标投资(eti)除了产生财务回报外,还产生社会效益,只要其预期回报率与具有类似风险特征的替代投资所提供的回报率相称,就符合ERISA的信托义务。这被称为“所有事物都是平等的”测试。”

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努力的时光都是限量版,加油!

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