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133****3205 · 2024年04月11日

请问C为什么错了？

  1. ESG
  2. ESG integrated portfolio construction and management

NO.PZ2022120702000074

问题如下：

The CFA Institute and CFA UK define ESG integration as the

选项：

A.Explicit systematic inclusion of ESG factors in investment analysis and investment decisions. B.Exclusion of securities from client portfolios, which fall below specified minimum standards. C.Prioritisation of ESG factors ahead of all other client considerations during the investment process. D.Requirement to refer to ESG factors at all stages of the investment process.

解释：

选项A正确。ESG整合指的是在投资分析和投资决策中系统性地纳入ESG因素。

如题

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1 个答案

王岑 · 2024年04月12日

嗨，努力学习的PZer你好：


C选项说，“Prioritisation of ESG factors ahead of all other client considerations during the investment process.”是说将ESG因素置于所有其他客户考虑因素之前的优先权，这在定义上与ESG整合的实际实践和理论有所偏差。

错误原因：

  1. 偏离了整合的本质：ESG整合的核心是在分析和决策过程中考虑ESG因素，以增强传统财务分析，而不是替代传统财务分析。ESG因素被视为增强决策过程的一部分，与其他投资考量（如财务表现、市场趋势等）并重，而非完全置于其他所有考虑之上。
  2. 不实际：在实际操作中，投资决策需要平衡多种因素，包括财务表现、市场状况、投资者需求等。将ESG因素无条件地置于所有其他考虑之前，可能导致忽略其他重要的投资决策因素，这不仅可能违背投资者的财务目标，也可能导致不理想的投资结果。
  3. 客户需求多样性：投资管理实践中需要根据客户的具体需求定制投资策略。对一些客户而言，某些特定的财务目标可能与ESG目标同等重要，或在某些情况下甚至更重要。因此，自动将ESG置于最优先位置可能与客户的具体需求不符。


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