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fssjyb · 2024年02月17日

关于stewardship

NO.PZ2022120701000063

问题如下:

A portfolio has equal holdings of the following investments:


According to PRI’s guide to ESG Engagement for Fixed Income Investors, which investment is most likely to be highest priority for engagement?

选项:

A.Bond 1

B.Bond 2

C.Bond 3

解释:

The guide recommends prioritizing engagement with issuers that have weak ESG scores and lower credit quality Bond 1 has the lowest credit score and along with Bond 3, the lowest ESG score Issuers with low ESG scores are prioritized because there is greater scope for improvement; those with lower credit quality are prioritized because they are less able to absorb negative ESG impacts

请问老师,尽责管理说的是manager已经代表owner投资了investee了吗

4 个答案

Tina_品职助教 · 2024年02月18日

嗨,从没放弃的小努力你好:


尽责管理贯穿在受托人,或是manager服务的全时期。它是一个责任,不是流程。不是指的尽调~

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

fssjyb · 2024年02月17日

请问尽责管理是发生在已经对标的投资完毕了吗?还是投资前阶段?

fssjyb · 2024年02月17日

请问stewardshipmanager已经

Tina_品职助教 · 2024年02月17日

嗨,从没放弃的小努力你好:


受托责任"Stewardship"在投资领域中通常指的是管理者(或受托人)对于所有者(或委托人)资产的管理和保护责任。这个概念强调的是管理者要对资产所有者的资产负责,对于被投资企业(investee)进行投资,以确保这些资产被恰当地管理,并且投资决策是以所有者的最佳利益为导向的。

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

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