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fssjyb · 2024年03月03日

这道题问的是主题投资吗？

  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

老师，您好，这道题出题的角度是esg的投资方法分类吗？感觉说的模棱两可的 另外C选项指的是负面筛选的投资方法吗

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1 个答案

pzqa38 · 2024年03月03日

嗨，从没放弃的小努力你好：


这道题问的是与ESG相关的主题投资。

是考察投资分类中的内容的。其中一个小知识，您先别急，我们有思维导图，您和辅导员要一下

C不是负面筛选，只能说是排除ESG的投资。

负面筛选（Negative Screening）是一种投资策略，它涉及排除某些类型的投资，通常是基于道德、价值观或其他非财务因素。在可持续和责任投资（SRI）的背景下，这种策略经常被用来排除那些被认为是有害社会或环境的公司或行业，例如那些涉及烟草、武器、赌博或化石燃料的公司。

负面筛选是一种主动的选择过程，投资者使用这种方法来确保他们的投资组合符合他们的个人、道德或组织价值观。这种策略的目的通常是为了促进社会好转，并通过排除那些有害行为的公司来减少投资组合中的非财务风险。它也可以是基于避免投资于那些有潜在法律风险或声誉风险的公司。

负面筛选和积极筛选（Positive Screening）相对，后者是寻找那些在社会和环境表现上做得好的公司来进行投资。两者都属于环境、社会和公司治理（ESG）投资的范畴，是投资者在做出投资决策时考虑公司的ESG表现的不同方式。


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