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mafeisi · 2024年01月20日

为什么C不对?

NO.PZ2022120701000084

问题如下:

Which of the following about thematic investing is true?

选项:

A.It sacrifices the diversification benefits of portfolio investing B.It imposes normative criteria to a portfolio investment universe C.It describes investments made with the intention of producing positive,measurable socio-environmental impacts without sacrificing financial returns

解释:

Thematic investing targets sustainability-aligned themes as a means to construct a portfolio The concentrated nature of thematic investing — particularly if it is based around a single theme like clean energy — sacrifices the benefits of portfolio diversification The sectoral bias of the portfolio will drive the underlying factor exposure of the fund, potentially carrying relative performance and tracking error implications

为什么C不对?

1 个答案
已采纳答案

pzqa38 · 2024年01月21日

嗨,从没放弃的小努力你好:


选项C描述的是“影响力投资”(Impact Investing)的概念,而不是“主题投资”(Thematic Investing)。

  • 影响力投资:这种投资策略的目标是在不牺牲财务回报的情况下,实现正面的、可测量的社会和环境影响。换句话说,它旨在产生双重回报:财务回报和社会/环境效益。
  • 主题投资:主题投资则是基于特定主题或趋势(如可持续性、清洁能源、人工智能等)构建投资组合。这种投资可能更加集中于特定行业或主题,从而在一定程度上牺牲了投资组合的多元化。主题投资的重点通常是资本增值,而对社会或环境影响的关注可能不如影响力投资那么显著。

在您提供的解释中,提到主题投资往往集中于特定主题,如清洁能源,这可能会牺牲投资组合的多元化,而且这种投资的行业偏见会影响基金的底层因子暴露,可能带来相对表现和跟踪误差的问题。这些特点更符合A选项的描述,而不是C选项的“在不牺牲财务回报的前提下产生正面社会环境影响”的描述。因此,根据您提供的信息,选项C不正确,因为它描述的是影响力投资,而非主题投资。

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