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fssjyb · 2024年02月18日

关于msci和其他esg评级体系

  1. ESG
  2. ESG analysis, valuation and integration

NO.PZ2022120701000068

问题如下：

The typical stages of an integrated ESG assessment are:

选项：

A.research, valuation, and portfolio construction.

B.materiality assessment, risk mapping, and valuation.

C.materiality assessment, risk mapping, and portfolio construction.

解释：

A is correct. Firms and investment teams might not have ESG factors embedded in their philosophy but still use ESG techniques within investment processes.

These can run alongside a financial analysis or have integrated aspects to the analysis. The typical stages of an integrated ESG investment are

► a research stage,

► a valuation stage, and

► a portfolio construction stage, which leads to investment decisions.

老师您好，请教下，目前主流的评级体系主要是msci吗？还是其他的比如富时罗素一类呢？esg评级作为整合esg评估的阶段中的一个环节它的主要目的是给某个企业或者某个组合的esg打分吗？这个环节和scorecard有啥区别呢？在实际应用中esg评级是必须环节吗？另外讲义提到的评级是不是主要针对股权投资某个企业而言，也适用于投资基础设施项目或者债券吗？ 谢谢您

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2 个答案

净净_品职助教 · 2024年02月18日

嗨，爱思考的PZer你好：


打分卡就像一个小工具， 分析师自己用这个工具来进行研究分析

打分卡和ESG评级的底层逻辑都是一致的，就是给不同的企业排个名，打个分。

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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！

净净_品职助教 · 2024年02月18日

嗨，爱思考的PZer你好：


  1. MSCI 和富时罗素（FTSE Russell）的ESG评级都非常著名和广泛使用。除了这两个，还有其他一些知名的ESG评级和数据提供商，比如Sustainalytics等。
  2. 第七章主要介绍的是ESG投资整合的步骤，关注在单一证券层面的ESG整合，提到ESG评级的原因是分析师等投资者在对单一证券进行估值和ESG调整时，可以参考ESG评级和其他ESG打分的信息，从而来判断应该上调还是下调证券或者企业的估值。
  3. 说到ESG评级，一般指的第三方专业评级机构的工作，分析师在进行研究的阶段，可以采用外部数据，也可以自己给企业或者证券打分。在实务中，这些信息数据是现成的，所以分析师没有必要自己亲自去做。他们主要的工作是研究分析出投资决策。
  4. 第七章讲义里介绍的MSCI和Sustainalytics ESG评级都是针对企业进行的评级。综合考虑的企业在E,S,G三个方面的表现。在具体投资这个企业的不同证券和资产时，需要考虑证券本身的属性，这一点在第八章会有介绍。

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加油吧，让我们一起遇见更好的自己！

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