NO.PZ2022072501000003
问题如下:
Qualitative analysts and portfolio managers seek to integrate their qualitative investment opinion by incorporating:
选项:
A.
Negative screening.
B.
Quantitative adjustments to financial models and valuations.
C.
Qualitative measures only.
D.
None of the above.
解释:
解析:
选项B正确。投资小组在做ESG定性分析时,通常会有三个程序。他们首先会分析ESG数据来形成自己的观点,然后将这些观点和财务分析结合起来,最后会将最终观点以量化的方式来调整财务模型中的假设,完成整合工作。
Qualitative ESG analysis typically involves three procedures.
First, investment teams analyse ESG data to form their opinion on the ability of the firm to manage certain ESG issues.
Second, they combine this opinion with their financial analysis by linking specific aspects of the company’s ESG risk management strategy to different value drivers (such as costs, revenues, profits and capital expenditure requirements.
Third, analysts and portfolio managers then
seek to integrate their opinion in a quantified way in their financial models
by adjusting assumptions used in the model, such as growth, margins or costs of
capital.
B不是纯定量分析吗。题干问定性啊