Mock Exam B中
Portfolio guidelines most likely focus on:
A.
ESG investment beliefs only.
B.
expected investment returns only.
C.
both ESG investment beliefs and expected investment returns.
Solution
A Incorrect because once the asset owner client has developed its investment philosophy and beliefs, the client will always have an expectation of investment returns being generated alongside delivery of whatever broader expectations it places on the investment approach.
B Incorrect because once the asset owner client has developed its investment philosophy and beliefs, the client will always have an expectation of investment returns being generated alongside delivery of whatever broader expectations it places on the investment approach.
C Correct because once the asset owner client has developed its investment philosophy and beliefs, the client will always have an expectation of investment returns being generated alongside delivery of whatever broader expectations it places on the investment approach.
- 这个portfolio guidelines是什么东西？教材里并没有详细说明 搜索portfolio guideline出来的教材原文只有 learning outcome：“9.1.2 explain how ESG screens can be embedded within investment mandates/portfolio guidelines to generate investment returns and manage portfolio risk” 这个portfolio guidelines和mandate是一样的吗？
