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Giland · 2024年04月30日

这部分是对应讲义哪个部分

NO.PZ2024010509000002

问题如下:

An ESG policy of a fund management firm needs to address the manner in which the portfolio manager establishes:

选项:

A.engagement with companies and issuers on ESG issues.

B.rationale and methodology for ESG portfolio-level assessment.

C.engagement with policymakers on responsible investment and ESG-related issues.

解释:

B is correct. An ESG policy should formally outline the investment approach and degree of ESG integration in a firm. An ESG policy needs to address the manner in which the portfolio manager:• addresses ESG issues at portfolio reviews, • establishes the rationale and methodology for ESG portfolio-level assessment, • assesses exposure to ESG risk in the risk management function,• determines ESG impacts to the portfolio, • responds in the investment decision-making process to ESG implications, and • discloses ESG exposure to the fund’s investors.

如题这部分是对应讲义哪个部分

2 个答案
已采纳答案

王岑 · 2024年04月30日

嗨,努力学习的PZer你好:


同学你好,

这个知识点可以看一下教材的第543页。

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就算太阳没有迎着我们而来,我们正在朝着它而去,加油!

157****0450 · 2024年10月11日

这个题应该怎么记忆呢?书上说的六个点,感觉都很泛泛而谈,读完了跟没读一样,好像很多知识点都在说跟这6点同样的话

王岑 · 2024年10月16日

这些要点看似泛泛,但都围绕着一个核心——将ESG因素系统化地融入到投资管理和风险评估中。这段内容是想解释公司的ESG政策需要包括哪些内容,在记忆时可以与一些实际情况想结合。比如,基金经理在开季度会议时,会被问到“哪些资产符合我们的ESG标准?哪些有风险?”每个季度都要有答案。作为基金经理,选择一个公司进行投资时,需要跟团队解释“为什么这个公司的ESG评级重要?我们用什么标准打分?”

在做季度报告时,需要说明ESG对你的投资组合是增益了回报,还是带来了额外的风险。这个步骤就是对整个投资结果进行ESG的具体量化。

在每个投资决策时,你都要明确对ESG问题的态度。比如,如果一个公司有环境丑闻,那必须快速调整。你可以把这个过程想成“ESG事件驱动的决策反应”。如果我们投资的公司发生了治理丑闻(比如董事会腐败问题),就需要快速决定是否减持股票,减少风险暴露。

所以总结一下记忆方法:

  • 投资组合评审:定期检查投资的ESG健康状况(ESG健康检查)。
  • 建立ESG评估标准:制定如何打分和为什么打分(ESG评分卡)。
  • 风险管理:追踪每个投资的ESG风险暴露(ESG风险雷达)。
  • 影响分析:量化ESG对投资的正负面影响(ESG影响表)。
  • 决策反应:ESG事件驱动的快速反应(决策反应)。
  • 披露透明度:向投资者公开所有ESG风险(ESG风险地图)。

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