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153****2826 · 2024年11月01日

内容在讲义？

  1. ESG

NO.PZ2024010509000018

问题如下：

When searching for an asset manager, what is the most important information, with respect to ESG considerations, a client wants to understand from the RFP (Request for Proposal)?

选项：

A.The source of ESG data the manager uses in their investment process

B.That the manager can deliver in practice what is set out in the policy documents

C.The number of engagement activities the manger has undertaken and the outcomes of those activities

解释：

B is correct. The most important information a client wants to understand from the RFP is that the manager actually delivers in practice what is set out as the approach in policy documents. The source of ESG data and the results of engagement activities are things a client might be seeking to understand, but they are not the most important as in isolation they will not provide information on if the manager can deliver what the client is seeking.

请问内容在讲义哪一页？

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1 个答案

王岑 · 2024年11月04日

嗨，努力学习的PZer你好：


同学你好，

这道题的核心在于理解客户在评估资产管理人的ESG能力时，最看重的是资产管理人是否能够真正“兑现承诺”。换句话说，客户希望确保管理人能够在实际操作中落实其在政策文件中提出的ESG策略和目标。题目在探讨“最重要的信息”是什么，意味着需要找出对客户决策影响最大的因素。

选项 A：The source of ESG data the manager uses in their investment process

  • 了解ESG数据的来源对客户来说当然重要，因为数据的质量会影响分析的有效性。但是，仅仅知道数据来源并不足以证明管理人是否能够真正实现他们的承诺。这只是一个辅助信息，无法独立说明管理人在执行ESG策略上的可靠性。

选项 B：That the manager can deliver in practice what is set out in the policy documents（正确答案）

  • 这是客户最想确认的信息。政策文件中可能会列出许多ESG承诺和目标，但客户真正关心的是这些承诺是否能够落实到实际投资过程中。管理人能否将文件上的内容变为现实，直接关系到他们能否达到客户的期望。因此，这是最重要的考量因素。

选项 C：The number of engagement activities the manager has undertaken and the outcomes of those activities

  • 了解管理人参与了多少次ESG活动以及这些活动的成果，的确是评估ESG执行力的一部分。但这一数据也只是辅助信息，并不能独立证明管理人在其他方面的ESG能力。仅靠活动数量或成果并不足以证明管理人可以全面实现政策文件中的承诺。

这里可以看一下教材的第546页这段话：

在RFP（Request for Proposal）过程中，许多问题会是高层次的，甚至是公式化的。尽管RFP有时会要求基金经理提供实际操作的例子，以证明他们所说的ESG承诺的真实性，但整体而言，RFP流程往往不足以深入揭示管理人在ESG策略方面的实际执行力。过去，许多RFP只关注于管理人是否是PRI的签署方，但如今客户的要求更高了，他们更关注管理人是否能够切实执行政策文件中提到的ESG策略。

因此，这段话支持了答案B的选择，即客户最想确认的是管理人是否能够在实践中实现政策文件中的承诺。仅仅了解管理人是否签署了PRI或了解数据来源等信息，都无法完全体现出管理人在ESG策略执行上的实际能力。



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