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patricks · 2023年02月13日

positive screening和negative screening的区别

NO.PZ2022120703000003

问题如下:

Which of the following investment styles often uses negative screening?

选项:

A.Impact investing B.Thematic investing C.Faith-based investing

解释:

C is correct because "faith-based investment refers to investing in line with certain principles, often using negative screening to avoid investing in companies whose products and services are deemed morally objectionable by the investor or certain religions, international declarations, conventions and voluntary agreements."

A is incorrect because "impact investing refers to investments made with the specific intent of generating positive, measurable social and/or environmental impact alongside a financial return." Therefore, impact investing uses the positive screening approach.

B is incorrect because "thematic investment refers to selecting companies that fall under a sustainability-related theme, such as clean-tech, sustainable agriculture, healthcare or climate change mitigation." Therefore, thematic investing uses the positive screening approach.

negative screening就是有一个标准,不符合这个标准的都不要。

positive screening是指主动去选择投资产品吗?


能否理解为negative就是什么东西不可以做,positive是应该去做什么。

1 个答案

净净_品职助教 · 2023年02月14日

嗨,爱思考的PZer你好:


Positive screening正面筛选是选好的,例如影响力投资是可以产生积极环境影响的,具体选股时,针对某一个行业我会选择这个行业里影响力最好的十家公司来投资。

negative screening负面筛选是剔除差的。例如题目中的信仰投资,我只要在我的投资组合中,排除与烟草、赌博、武器等相关的,我认为是违反自己信仰的股票就可以了。

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