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谢雯 · 2024年06月18日

b选项为啥不对

NO.PZ2022120701000086

问题如下:

An ESG policy of a fund management firm needs to address the manner in which the portfolio manager establishes:

选项:

A.engagement with companies and issuers on ESG issues.

B.rationale and methodology for ESG portfolio-level assessment.

C.engagement with policymakers on responsible investment and ESG-related issues.

解释:

An ESG policy should formally outline the investment approach and degree of ESG integration in a firm An ESG policy needs to address the manner in which the portfolio manager

► addresses ESG issues at portfolio reviews,

► establishes the rationale and methodology for ESG portfolio-level assessment,

► assesses exposure to ESG risk in the risk management function,

► determines ESG impacts to the portfolio,

► responds in the investment decision-making process to ESG implications, and

► discloses ESG exposure to the fund’s investors

b不是很懂 题干没读懂

1 个答案

Tina_品职助教 · 2024年06月19日

嗨,从没放弃的小努力你好:


这个问题问的是,一个基金管理公司的ESG政策需要解决的是组合经理如何建立以下哪种方式?

正确的是B

一个基金管理公司的ESG政策应该正式概述公司的投资方法和在公司中ESG整合的程度。


具体来说,ESG政策需要明确组合经理如何:


在组合审查时处理ESG问题,

建立ESG组合级别评估的理由和方法论,

在风险管理功能中评估ESG风险暴露,

确定ESG对组合的影响,

在投资决策过程中对ESG含义做出响应,

向基金的投资者披露ESG暴露。

因此,选项B直接涉及到ESG政策中的一个核心方面,即如何在组合级别进行ESG评估的理由和方法。这包括如何评估和量化组合中各个投资的ESG风险和机会,以及如何将这些评估纳入整体的投资策略和决策过程。

而选项A和C虽然也是重要的ESG实践,但不如选项B那样直接反映了ESG政策中关于组合管理的具体要求。是在年报中要求披露

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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!

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