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

fssjyb · 2024年02月17日

esg technique

NO.PZ2022072501000003

问题如下:

Qualitative analysts and portfolio managersseek 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 threeprocedures.

First, investment teams analyse ESG data to form their opinion onthe ability of the firm to manage certain ESG issues.

Second, they combine this opinion with theirfinancial analysis by linking specific aspects of the company’s ESG risk managementstrategy to different value drivers (such as costs, revenues, profits andcapital expenditure requirements.

Third, analysts and portfolio managers thenseek to integrate their opinion in a quantified way in their financial modelsby adjusting assumptions used in the model, such as growth, margins or costs ofcapital.

老师,您好,如下图,讲义中提到的esg技术指的是什么呢?esg的整合还是分析还是估值技术? 下面提及的不同策略类型,为什么没有定性的提法呢?

1 个答案

Tina_品职助教 · 2024年02月18日

嗨,努力学习的PZer你好:


定性的ESG分析就会基于企业基本面的分析,像您所指的罗列的那些techniques中,Fundemental 和Active都是会涉及到Qualitative ESG analysis

----------------------------------------------
虽然现在很辛苦,但努力过的感觉真的很好,加油!

  • 1

    回答
  • 0

    关注
  • 288

    浏览
相关问题

NO.PZ2022072501000003 问题如下 Qualitative analysts anportfolio managersseek to integrate their qualitative investment opinion incorporating: Negative screening. B.Quantitative austments to financimols anvaluations. C.Qualitative measures only. None of the above. 解析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 threeproceres. First, investment teams analyse ESG ta to form their opinion onthe ability of the firm to manage certain ESG issues. Secon they combine this opinion with theirfinancianalysis linking specific aspects of the company’s ESG risk managementstrategy to fferent value ivers (sucosts, revenues, profits anapitexpenture requirements. Thir analysts anportfolio managers thenseek to integrate their opinion in a quantifiewin their financimolsausting assumptions usein the mol, sugrowth, margins or costs ofcapital. 如题

2024-05-08 17:58 1 · 回答

NO.PZ2022072501000003问题如下 Qualitative analysts anportfolio managersseek to integrate their qualitative investment opinion incorporating: Negative screening.B.Quantitative austments to financimols anvaluations.C.Qualitative measures only.None of the above. 解析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 threeproceres. First, investment teams analyse ESG ta to form their opinion onthe ability of the firm to manage certain ESG issues. Secon they combine this opinion with theirfinancianalysis linking specific aspects of the company’s ESG risk managementstrategy to fferent value ivers (sucosts, revenues, profits anapitexpenture requirements. Thir analysts anportfolio managers thenseek to integrate their opinion in a quantifiewin their financimolsausting assumptions usein the mol, sugrowth, margins or costs ofcapital. 请问定性和定量一定是要结合分析么?可以单纯的只定性或者定量么

2023-11-09 22:31 1 · 回答

NO.PZ2022072501000003问题如下 Qualitative analysts anportfolio managersseek to integrate their qualitative investment opinion incorporating: Negative screening.B.Quantitative austments to financimols anvaluations.C.Qualitative measures only.None of the above. 解析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 threeproceres. First, investment teams analyse ESG ta to form their opinion onthe ability of the firm to manage certain ESG issues. Secon they combine this opinion with theirfinancianalysis linking specific aspects of the company’s ESG risk managementstrategy to fferent value ivers (sucosts, revenues, profits anapitexpenture requirements. Thir analysts anportfolio managers thenseek to integrate their opinion in a quantifiewin their financimolsausting assumptions usein the mol, sugrowth, margins or costs ofcapital. B不是纯定量分析吗。题干问定性啊

2023-11-07 22:32 1 · 回答

NO.PZ2022072501000003 问题如下 Qualitative analysts anportfolio managersseek to integrate their qualitative investment opinion incorporating: Negative screening. B.Quantitative austments to financimols anvaluations. C.Qualitative measures only. None of the above. 解析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 threeproceres. First, investment teams analyse ESG ta to form their opinion onthe ability of the firm to manage certain ESG issues. Secon they combine this opinion with theirfinancianalysis linking specific aspects of the company’s ESG risk managementstrategy to fferent value ivers (sucosts, revenues, profits anapitexpenture requirements. Thir analysts anportfolio managers thenseek to integrate their opinion in a quantifiewin their financimolsausting assumptions usein the mol, sugrowth, margins or costs ofcapital. 定性投资也是需要数据进行一个预先的判断,那预先数据的准备和获取又属于量化分析的范围对吧。所以基本上量化分析是可以独立的但是定性分析是不独立的穿插的对吧

2023-10-24 20:38 1 · 回答