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qixj · 2023年05月22日

老师，这道题看不懂

  1. ESG
  2. Engagement and stewardship

NO.PZ2022120701000062

问题如下：

A fund management entity that advances clients’ engagement activities even if not investing the client’s funds is best described as:

选项：

A.a proxy firm. B.an overlay service provider. C.an ESG investment consultant.

解释：

Overlay service providers (such as Columbia Threadneedle Investments [REO] and Sustainalytics) provide stewardship overlay services, such as voting advice and direct engagement activities, for clients regardless of whether they invest funds on the client’s behalf Proxy advisers (such as ISS and Glass Lewis) provide voting advice and assist with processing votes, but don’t directly advance engagement on their clients’ behalf ESG investment consultants (such as Mercer) typically rate the ESG expertise of fund managers

老师，这道题看不懂

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1 个答案

净净_品职助教 · 2023年05月23日

嗨，从没放弃的小努力你好：


这道题考察的是水印版讲义P53的知识点。

题干问的是不投资客户的资金，但是会推动客户参与活动的基金管理机构是谁，答案是Overlay service providers（全服务覆盖的提供商）。

这种overlay services包括投票建议，直接的参与活动。同学可以把这道题的解析当作结论记忆:

覆盖服务提供商(如Columbia Threadneedle Investments [REO]和Sustainalytics)为客户提供管理覆盖服务，如投票建议和直接参与活动，无论他们是否代表客户投资资金;

代理顾问(如ISS和Glass Lewis)提供投票建议并协助处理投票，但不直接代表客户推进业务;

ESG投资顾问(如美世)通常对基金经理的ESG专业知识进行评估。


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