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?