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biguo · 2024年03月01日

Impact  invest ing

NO.PZ2019012201000067

问题如下:

The DoGood Fund’s approach to the aerospace and defense industry isbest described as:

选项:

A.

positive screening

B.

negative screening

C.

thematic investing

解释:

The DoGood fund excludes companies based on specified activities (e.g.,aerospace and defense), which is a process of negative screening. Negative orexclusionary screening refers to the practice of excluding certain sectors orcompanies that deviate from accepted standards in areas such as human rights orenvironmental concerns.

A is incorrect because positive screening attempts to identifycompanies or sectors that score most favorably regarding ESG-related risksand/or opportunities. The restrictions on investing indicates that a negativescreen is established.

C is incorrect because thematic investing focuses on investing incompanies within a specific sector or following a specific theme, such asenergy efficiency or climate change. The DoGood Fund’s investment universeincludes all companies and sectors that have favorable ESG (no specific sectorsor screens) but with specific exclusions.

能不能举一个impact invest ing的例子呢?还有thematic有时候感觉会和negative和positive搞混

1 个答案

笛子_品职助教 · 2024年03月02日

嗨,从没放弃的小努力你好:


能不能举一个impact invest ing的例子呢?

Hello,亲爱的同学~

impact investing是指,投资者对公司施加影响,而不是财务投资。

例如投资者投资一家上市公司后,要求公司严格遵循ESG设定的各项指标。

如果上市公司遵守ESG有困难,投资者也会给上市公司提供必要的资源。


还有thematic有时候感觉会和negative和positive搞混

negative是指负面清单,负面清单上的公司不可以买入。

positive是指正向选择,只投资于ESG得分最高的公司。

例如对标准普尔500指数做ESG打分,只投资于ESG得分前50名,这就是positive。

而thematic是主题投资,只要公司有ESG概念就可以了。

例如ESG排名第51名,此时thematic也可以投,但positive就不可以投。


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虽然现在很辛苦,但努力过的感觉真的很好,加油!

biguo · 2024年03月04日

谢谢!回答得很清楚,明白了

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相关问题

NO.PZ2019012201000067 这道题既有要投ESG好的公司,也有不投的公司,那为什么就是negative,而不是positive?

2021-12-29 10:13 1 · 回答

请问,本题投资范围包括符合ESG的公司,不是positive screening吗?

2020-05-12 10:29 1 · 回答

negative screening thematic investing The Goofunexclus companies baseon specifieactivities (e.g.,aerospaanfense), whiis a process of negative screening. Negative orexclusionary screening refers to the practiof exclung certain sectors orcompanies thviate from acceptestanr in aresuhumrights orenvironmentconcerns. A is incorrebecause positive screening attempts to intifycompanies or sectors thscore most favorably regarng ESG-relaterisksanor opportunities. The restrictions on investing incates tha negativescreen is establishe C is incorrebecause thematic investing focuses on investing incompanies within a specific sector or following a specific theme, suasenergy efficienor climate change. The GooFuns investment universeinclus all companies ansectors thhave favorable ESG (no specific sectorsor screens) but with specific exclusions. 请问为什么aerospace和fense不利于esg?以及positive screening是不是选出满足esg因素的最好的那几个公司,把其他的不好的排除在外,所以叫“screening”?

2020-03-07 13:55 1 · 回答

老师你好,没太看懂,不选A是不是因为选了所有(ALL)涉及ESG的公司,而不是最top的那几个所以不对呢?

2020-02-21 22:19 1 · 回答