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YvonneYeh · 2024年02月13日

thematic focus和 impact objective的区别在哪里

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

NO.PZ2022120701000087

问题如下：

Which of the following best describes an ESG-related thematic focus? It:

选项：

A.seeks to generate a positive, measurable social or environmental impact alongside a financial return. B.aims to invest in sectors, industries, or companies that are expected to benefit from long-term macro or structural ESG-related trends. C.excludes securities, issuers, or companies from the investment product based on certain ESG-related activities, business practices, or business segments.

解释：

The ESG Disclosure Standards for Investment Products proposed by CFA Institute highlight six main categories of products An ESG-related thematic focus aims to invest in sectors, industries, or companies that are expected to benefit from long-term macro or structural ESG-related trends

ESG approaches中几个方法指向性都很强，比如exclusions指向排除，best in class指向 bette than peers, proxy voting指向using rights and position等等。

但唯独thematic focus和 impact objective在定义当中看不出来应当具体指什么，或者他们的特征是什么。

虽然我们都知道，thematic是主题投资， impact 是影响力投资，想请您再具体介绍一下这两个方法分别的侧重点在什么，谢谢。

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王岑 · 2024年02月17日

嗨，从没放弃的小努力你好：


关于ESG投资的两个方法：主题投资（thematic focus）和影响力投资（impact objective），它们各自的侧重点如下：

主题投资（Thematic Focus）：

主题投资专注于特定的ESG主题，寻求投资于能够从长期宏观趋势或结构性变化中受益的行业、领域或公司。这种策略认为，某些ESG相关的趋势，如清洁能源的发展、可持续农业或健康生活方式，将在未来几十年内推动特定行业或公司的增长。投资者通过专注于这些主题来寻找增长机会，并希望他们的投资能够推动这些领域的正面变化。

  • 侧重点：主题投资侧重于从特定的ESG主题中识别出增长机会。投资决策基于对长期趋势和其对行业、公司表现的影响的理解。

影响力投资（Impact Objective）：

影响力投资旨在通过投资活动实现具体、可衡量的社会或环境影响，同时追求财务回报。这种投资方法不仅关注财务表现，还关注投资对社会或环境的正面影响。影响力投资者通常会设定明确的影响目标，并通过投资项目来实现这些目标，比如减少碳排放、提高社区福祉或支持教育和医疗项目。

  • 侧重点：影响力投资的侧重点在于通过投资活动实现明确的社会或环境影响目标。投资者不仅追求财务回报，还要求其投资能够带来积极的社会或环境变化，并通过具体指标来衡量这种影响。


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虽然现在很辛苦，但努力过的感觉真的很好，加油！

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