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叫我果果 · 2023年11月24日

a 和 c 需要代表投资吗？

  1. ESG
  2. Engagement and stewardship

NO.PZ2022120701000062

问题如下：

A fund management entity that advances clients’ engagement activities even if not investing the client’s funds is best described as:

选项：

A.a proxy firm.

B.an overlay service provider.

C.an ESG investment consultant.

解释：

Overlay service providers (such as Columbia Threadneedle Investments [REO] and Sustainalytics) provide stewardship overlay services, such as voting advice and direct engagement activities, for clients regardless of whether they invest funds on the client’s behalf Proxy advisers (such as ISS and Glass Lewis) provide voting advice and assist with processing votes, but don’t directly advance engagement on their clients’ behalf ESG investment consultants (such as Mercer) typically rate the ESG expertise of fund managers

我知道 b 对但是不知道 ac 为什么错

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1 个答案

Tina_品职助教 · 2023年11月25日

嗨，爱思考的PZer你好：


这个问题是，寻找一个描述那些即使不直接投资客户资金也会推进客户参与活动的基金管理实体的最佳术语。

选项A，“代理公司（proxy firm）”，通常指的是提供投票建议和帮助处理投票的公司，但它们不直接促进客户的参与活动。因此，代理公司并不符合题目描述的实体，它们更多地关注于投票过程，而不是直接的参与活动，所以A不正确。

选项C，“ESG投资顾问（an ESG investment consultant）”，通常是指那些评估基金经理的ESG专业知识和实践的顾问。虽然他们可能会提供与ESG相关的投资建议，但他们不负责代表客户推进参与活动，所以C也不正确。

正确答案B，“叠加服务提供商（an overlay service provider）”，是指不论是否代表客户投资资金，都为客户提供代表性参与服务的公司，如投票建议和直接参与活动。

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