开发者:上海品职教育科技有限公司 隐私政策详情

应用版本:4.2.11(IOS)｜3.2.5(安卓)APP下载

返回

qixj · 2023年05月26日

不理解什么意思

  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，这道题不理解什么意思？

添加评论
2 个答案

净净_品职助教 · 2023年06月04日

嗨，从没放弃的小努力你好：


这里的关系是客户（资产所有者）投资被投资公司，overlay service provider不去帮助客户管理这个投资资金，不扮演manager的角色，但是会帮助客户进行参与活动。

----------------------------------------------
虽然现在很辛苦，但努力过的感觉真的很好，加油！

净净_品职助教 · 2023年05月26日

嗨，爱思考的PZer你好：


同学之前问过这道题，如果还有不清楚的，可以在原对话框追问。

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。


----------------------------------------------
就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

qixj · 2023年06月04日

不投资客户，为啥有资格对客户进行engagement？

  • 2

    回答

  • 3

    关注

  • 510

    浏览
相关问题

NO.PZ2022120701000062问题如下A funmanagement entity thaances clients’ engagement activities even if not investing the client’s fun is best scribeas:A.a proxy firm.B.overlserviprovir.C.ESG investment consultant.Overlserviprovirs (suColumbia Threaeee Investments [REO] anSustainalytics) provi stewarhip overlservices, suvoting aianreengagement activities, for clients regaress of whether they invest fun on the client’s behalf Proxy aisers (suISS anGlass Lewis) provi voting aianassist with processing votes, but n’t rectly aanengagement on their clients’ behalf ESG investment consultants (suMercer) typically rate the ESG expertise of funmanagers很多考点都是这些细节，既然是考点，老师讲课为啥不特殊标记和划一下？

2024-01-05 13:23 1 · 回答

NO.PZ2022120701000062问题如下 A funmanagement entity thaances clients’ engagement activities even if not investing the client’s fun is best scribeas:A.a proxy firm.B.overlserviprovir.C.ESG investment consultant.Overlserviprovirs (suColumbia Threaeee Investments [REO] anSustainalytics) provi stewarhip overlservices, suvoting aianreengagement activities, for clients regaress of whether they invest fun on the client’s behalf Proxy aisers (suISS anGlass Lewis) provi voting aianassist with processing votes, but n’t rectly aanengagement on their clients’ behalf ESG investment consultants (suMercer) typically rate the ESG expertise of funmanagers我知道 b 对但是不知道 为什么错

2023-11-24 22:56 1 · 回答

NO.PZ2022120701000062 问题如下 A funmanagement entity thaances clients’ engagement activities even if not investing the client’s fun is best scribeas: A.a proxy firm. B.overlserviprovir. C.ESG investment consultant. Overlserviprovirs (suColumbia Threaeee Investments [REO] anSustainalytics) provi stewarhip overlservices, suvoting aianreengagement activities, for clients regaress of whether they invest fun on the client’s behalf Proxy aisers (suISS anGlass Lewis) provi voting aianassist with processing votes, but n’t rectly aanengagement on their clients’ behalf ESG investment consultants (suMercer) typically rate the ESG expertise of funmanagers 老师，A和B有什么区别？这道题为什么选B？

2023-06-13 10:58 3 · 回答

NO.PZ2022120701000062 问题如下 A funmanagement entity thaances clients’ engagement activities even if not investing the client’s fun is best scribeas: A.a proxy firm. B.overlserviprovir. C.ESG investment consultant. Overlserviprovirs (suColumbia Threaeee Investments [REO] anSustainalytics) provi stewarhip overlservices, suvoting aianreengagement activities, for clients regaress of whether they invest fun on the client’s behalf Proxy aisers (suISS anGlass Lewis) provi voting aianassist with processing votes, but n’t rectly aanengagement on their clients’ behalf ESG investment consultants (suMercer) typically rate the ESG expertise of funmanagers 老师，这道题看不懂

2023-05-22 22:57 1 · 回答