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张莹莹 · 2024年03月05日

请帮忙总结下

  1. ESG
  2. ESG integrated portfolio construction and management

NO.PZ2022120701000076

问题如下：

Which of the following statements best describes discretionary ESG investment strategies?

选项：

A.Discretionary investment strategies impose a custom index with ESG exclusion criteria

B.Discretionary investment strategies complement bottom-up financial analysis with consideration of ESG factors

C.Discretionary investment strategies are rules-based approaches to drive securities selection in ESG integrated portfolio construction

解释：

Discretionary ESG investment strategies most commonly take the form of a fundamental portfolio approach A portfolio manager would work to complement bottom-up financial analysis alongside the consideration of ESG factors to reinforce the investment thesis of a particular holding

  1. 老师，请总结下，投资策略中有主动投资，被动投资，量化投资，主题投资，影响力投资，排除性投资等，这些策略都是一个层面的吗？

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Tina_品职助教 · 2024年03月05日

嗨，努力学习的PZer你好：


这些策略事处于同一个层面，它们属于不同的分类对比。

主动和被动投资是相关的一对

  1. 主动投资（Active Investment）：投资经理主动选择股票、债券或其他证券，试图超越基准指数。主动管理强调个股选择、市场时机、部门权重等策略。
  2. 被动投资（Passive Investment）：目标是复制基准指数的表现，通常通过投资一个追踪特定指数的基金来实现，比如指数基金或交易所交易基金（ETFs）。

量化投资和基本面（定性）投资（Discretionary）相对

  1. 量化投资（Quantitative Investment）：使用数学模型和算法来识别投资机会，可能包括结构化数据（如股票价格）和非结构化数据（如公司财报文本）的分析。


以下几个是ESG投资，或说负责任投资的一种方式，它们选择投资的重点和目标不同，造成了差异

  1. 主题投资（Thematic Investment）：选择反映特定趋势或预期未来发展的证券，如可持续能源或新兴技术等特定主题。
  2. 影响力投资（Impact Investment）：主要关注投资对社会和环境的积极影响，同时寻求财务回报。
  3. 排除性投资（Exclusionary Investment）：从投资组合中排除不符合特定标准的公司，常见于负面筛选，如排除烟草或武器制造商。


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