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雨洁🦄 · 2024年07月06日

为啥不能理解为esg的主题投资呢

NO.PZ2023010903000003

问题如下:


The DoGood Fund’s approach to the aerospace and defense industry is best 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 or exclusionary screening refers to the practice of excluding certain sectors or companies that deviate from accepted standards in areas such as human rights or environmental concerns.

A is incorrect because positive screening attempts to identify companies or sectors that score most favorably regarding ESG-related risks and/or opportunities. The restrictions on investing indicates that a negative screen is established.

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

选项c为什么是错的?

1 个答案

笛子_品职助教 · 2024年07月08日

嗨,努力学习的PZer你好:


只要有排除什么什么,意味着存在黑名单。那么就要选negative。同学记住这个规律即可。

如果是ESG主题投资,并不会存在黑名单。


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努力的时光都是限量版,加油!