开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)|3.2.5(安卓)APP下载

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。”

----------------------------------------------
努力的时光都是限量版,加油!

  • 1

    回答
  • 0

    关注
  • 396

    浏览
相关问题

NO.PZ2022071601000013问题如下 Why wthe US partment of Labor’s clarification of ficiary ty in 2015 welcomethe ESG investing instry?A.It alloweplans to invest in generating societbenefits in aition to financireturn, long they were emeappropriate for the plan’s investment objectives, return anriskB.It provia stanrfor economically targeteinvestments (ETIs)C.It specifiethat, long the expecterate of return wcommensurate with the rates of return offerealternative investments with similrisk characteristics, ETIs were compatible with ficiary tyIt incentivisepension fun subjeto ERISA to invest in ETIs A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说,US partment of Labor’s clarification of ficiary ty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。说,它鼓励更多Pension fun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。 能否把这个题的背景和题意再详细一下。

2024-02-27 11:30 1 · 回答

NO.PZ2022071601000013 问题如下 Why wthe US partment of Labor’s clarification of ficiary ty in 2015 welcomethe ESG investing instry? A.It alloweplans to invest in generating societbenefits in aition to financireturn, long they were emeappropriate for the plan’s investment objectives, return anrisk B.It provia stanrfor economically targeteinvestments (ETIs) C.It specifiethat, long the expecterate of return wcommensurate with the rates of return offerealternative investments with similrisk characteristics, ETIs were compatible with ficiary ty It incentivisepension fun subjeto ERISA to invest in ETIs A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说,US partment of Labor’s clarification of ficiary ty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。说,它鼓励更多Pension fun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。 老师能下economically targeteinvestments (ETIs)不,感觉这块很混乱,又是克林顿,又是小布什和奥巴马的。感谢感谢

2023-06-19 16:00 5 · 回答

NO.PZ2022071601000013问题如下 Why wthe US partment of Labor’s clarification of ficiary ty in 2015 welcomethe ESG investing instry?A.It alloweplans to invest in generating societbenefits in aition to financireturn, long they were emeappropriate for the plan’s investment objectives, return anriskB.It provia stanrfor economically targeteinvestments (ETIs)C.It specifiethat, long the expecterate of return wcommensurate with the rates of return offerealternative investments with similrisk characteristics, ETIs were compatible with ficiary tyIt incentivisepension fun subjeto ERISA to invest in ETIs A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说,US partment of Labor’s clarification of ficiary ty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。说,它鼓励更多Pension fun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。 看懂什么意思

2022-12-07 15:47 1 · 回答