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Naaaauu · 2023年08月06日

想问一下

  1. ESG
  2. Investment mandates, portfolio analytics and client reporting

NO.PZ2022120701000086

问题如下：

An ESG policy of a fund management firm needs to address the manner in which the portfolio manager establishes:

选项：

A.engagement with companies and issuers on ESG issues. B.rationale and methodology for ESG portfolio-level assessment. C.engagement with policymakers on responsible investment and ESG-related issues.

解释：

An ESG policy should formally outline the investment approach and degree of ESG integration in a firm An ESG policy needs to address the manner in which the portfolio manager

► addresses ESG issues at portfolio reviews,

► establishes the rationale and methodology for ESG portfolio-level assessment,

► assesses exposure to ESG risk in the risk management function,

► determines ESG impacts to the portfolio,

► responds in the investment decision-making process to ESG implications, and

► discloses ESG exposure to the fund’s investors

老师，这个题问了什么呀，答案能解析一下吗

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1 个答案

Tina_品职助教 · 2023年08月06日

嗨，爱思考的PZer你好：


这个题目考查的是基金管理公司的ESG策略（ESG policy）应当如何涉及投资经理在处理ESG问题时的方法。

题目提供了三个选项，考查学生了解ESG策略中哪些内容是和投资经理的处理方法相关的。

从给出的解释来看，ESG策略应当描述投资经理如何：

  1. 在投资组合审查中处理ESG问题。
  2. 确立ESG投资组合水平评估的逻辑和方法。
  3. 在风险管理功能中评估对ESG风险的暴露。
  4. 确定ESG对投资组合的影响。
  5. 在投资决策过程中对ESG影响作出响应。
  6. 向基金的投资者披露ESG暴露。

现在回到题目的三个选项：

A. 与公司和发行人在ESG问题上的互动（engagement）。

B. ESG投资组合水平评估的逻辑和方法。

C. 与政策制定者在负责任投资和与ESG相关的问题上的互动。

从上面列出的ESG策略内容中，我们可以明确地看到，B选项的“ESG投资组合水平评估的逻辑和方法”是直接涉及到投资经理的处理方法的。

A.C选项更多描述一种方式，而不是Policy。

A选项虽然提到了与公司和发行人的互动，但上述解释并没有明确指出这种“互动”是在ESG策略中的一个核心内容。

至于C选项，与政策制定者的互动可能更多地与公司高层或合规团队相关，而不是投资经理的直接责任。


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就算太阳没有迎着我们而来，我们正在朝着它而去，加油！

安在 · 2023年10月18日

题干翻译成中文难以理解 不是通顺句子

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