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黄可可 · 2023年11月07日

B不是纯定量分析吗。题干问定性啊

NO.PZ2022072501000003

问题如下:

Qualitative analysts and portfolio managers seek to integrate their qualitative investment opinion by incorporating:

选项:

A.

Negative screening.

B.

Quantitative adjustments to financial models and valuations.

C.

Qualitative measures only.

D.

None of the above.

解释:

解析:

选项B正确。投资小组在做ESG定性分析时,通常会有三个程序。他们首先会分析ESG数据来形成自己的观点,然后将这些观点和财务分析结合起来,最后会将最终观点以量化的方式来调整财务模型中的假设,完成整合工作。

Qualitative ESG analysis typically involves three procedures.

First, investment teams analyse ESG data to form their opinion on the ability of the firm to manage certain ESG issues.

Second, they combine this opinion with their financial analysis by linking specific aspects of the company’s ESG risk management strategy to different value drivers (such as costs, revenues, profits and capital expenditure requirements.

Third, analysts and portfolio managers then seek to integrate their opinion in a quantified way in their financial models by adjusting assumptions used in the model, such as growth, margins or costs of capital.

B不是纯定量分析吗。题干问定性啊

1 个答案

王岑 · 2023年11月08日

嗨,从没放弃的小努力你好:


在ESG分析中,定性分析师和投资经理,在做ESG分析时,会将定性的分析和对财务报告的定量的调整结合起来。题干中是前半段,是想问定性的分析师会怎么做,B选项就是后半段,意思是“定性分析要结合定量的调整”。

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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!

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