Carol文_品职助教 · 2024年07月29日
嗨，爱思考的PZer你好：
这道题是关于如何通过投资者论坛（Investor Forum）最有效地与企业沟通，特别是当非营利组织发布了一份列出塑料足迹较大的企业报告后，一名投资组合经理认为该报告会影响某个投资组合公司的估值。题目给出了三种可能的沟通方式，并要求选出最有效的方式。
题目选项
A：在公司年度审查对话期间讨论这份报告
B：写一封定制的信给公司，要求提供有关其塑料足迹的更多细节
C：与其他投资者合作，参加集体沟通，共同应对这份报告
选择C是正确的，因为集体沟通（Collective Engagement）最有可能满足投资者论坛（Investor Forum）发布的有效沟通的六个成功因素。**这六个成功因素包括：
选项A不正确，因为经理的沟通是一种“家务沟通”（housekeeping engagement），即年度对话，旨在维持和增强与公司的关系，但目标有限。 家务沟通可能在一定程度上满足“SF6：关系深度”（SF6: Depth of relationship）的成功因素，但不太可能满足其他有效沟通的成功因素。
选项B不正确，因为定制的信件写作在一定程度上可能满足“SF1：明确目标”（SF1: Clear Objective）和“SF2：重要且具有战略性”（SF2: Material and strategic）的成功因素，但不太可能满足其他有效沟通的成功因素。
通过以上解释，可以看出，集体沟通（选项C）是最有效的方式，因为它能够更全面地满足投资者论坛所列出的成功因素，从而更有效地应对非营利组织发布的报告带来的影响。
----------------------------------------------努力的时光都是限量版，加油！
NO.PZ2022120703000054问题如下 A non-profit organization publishea report listing companies with a large plastic footprint. A portfolio manager believes the report will impathe valuation of a portfolio company. Accorng to the Investor Forum, whiof the following forms of engagement woulthe most effective? A.scussing the report with the company ring their annureview alogueB.Writing a tailoreletter to the company requesting aitiontails about their plastic footprintC.Participating in a collective engagement in collaboration with other investors to aress the report Compare to other two ways, collective engagement is the most effective way.C is correbecause a collective engagement is most likely to fulfill all six success factors of effective engagement publishethe Investor Forum i.e. \"SF1 – Objective(s) shoulspecific antargeteto enable clarity arounlivery\", \"SF2 – Objectives shoulstrategic or governance-le or linketo materistrategic anor governanissues\", \"SF3 – The engagement approashoulbespoke (tailore to the target company\", \"SF4 – The participants shoulhave clelearship with appropriate relationships, skills anknowlee\", \"SF5 – The scale of coalition gathere(both scale of shareholng anoverall AUM of group) shoulmeaningful\", \"SF6 – The coalition shoulhave a prior relationship anor culturawareness of the target company.\"A is incorrebecause the manager's engagement is example of a \"housekeeping engagement\" whiis \"annualogue to help maintain anenhana relationship with a company, but with only limiteobjectives.\" Housekeeping engagement is somewhlikely to fulfill the Investor Forum success factor of \"SF6: pth of relationship\" but not likely to meet the other success factors for effective engagement.B is incorrebecause tailoreletter-writing is somewhlikely to fulfill the Investor Forum success factors of \"SF1: CleObjective\" an\"SF2: Materianstrategic\" but not likely to meet the other success factors for effective engagement. 为什么不选b呀。。。。
NO.PZ2022120703000054 问题如下 A non-profit organization publishea report listing companies with a large plastic footprint. A portfolio manager believes the report will impathe valuation of a portfolio company. Accorng to the Investor Forum, whiof the following forms of engagement woulthe most effective? A.scussing the report with the company ring their annureview alogue B.Writing a tailoreletter to the company requesting aitiontails about their plastic footprint C.Participating in a collective engagement in collaboration with other investors to aress the report Compare to other two ways, collective engagement is the most effective way.C is correbecause a collective engagement is most likely to fulfill all six success factors of effective engagement publishethe Investor Forum i.e. \"SF1 – Objective(s) shoulspecific antargeteto enable clarity arounlivery\", \"SF2 – Objectives shoulstrategic or governance-le or linketo materistrategic anor governanissues\", \"SF3 – The engagement approashoulbespoke (tailore to the target company\", \"SF4 – The participants shoulhave clelearship with appropriate relationships, skills anknowlee\", \"SF5 – The scale of coalition gathere(both scale of shareholng anoverall AUM of group) shoulmeaningful\", \"SF6 – The coalition shoulhave a prior relationship anor culturawareness of the target company.\"A is incorrebecause the manager's engagement is example of a \"housekeeping engagement\" whiis \"annualogue to help maintain anenhana relationship with a company, but with only limiteobjectives.\" Housekeeping engagement is somewhlikely to fulfill the Investor Forum success factor of \"SF6: pth of relationship\" but not likely to meet the other success factors for effective engagement.B is incorrebecause tailoreletter-writing is somewhlikely to fulfill the Investor Forum success factors of \"SF1: CleObjective\" an\"SF2: Materianstrategic\" but not likely to meet the other success factors for effective engagement. 联合其他投资人，一起做engagement不会被认为是一致行动人吗？
NO.PZ2022120703000054问题如下 A non-profit organization publishea report listing companies with a large plastic footprint. A portfolio manager believes the report will impathe valuation of a portfolio company. Accorng to the Investor Forum, whiof the following forms of engagement woulthe most effective? A.scussing the report with the company ring their annureview alogueB.Writing a tailoreletter to the company requesting aitiontails about their plastic footprintC.Participating in a collective engagement in collaboration with other investors to aress the report Compare to other two ways, collective engagement is the most effective way.C is correbecause a collective engagement is most likely to fulfill all six success factors of effective engagement publishethe Investor Forum i.e. \"SF1 – Objective(s) shoulspecific antargeteto enable clarity arounlivery\", \"SF2 – Objectives shoulstrategic or governance-le or linketo materistrategic anor governanissues\", \"SF3 – The engagement approashoulbespoke (tailore to the target company\", \"SF4 – The participants shoulhave clelearship with appropriate relationships, skills anknowlee\", \"SF5 – The scale of coalition gathere(both scale of shareholng anoverall AUM of group) shoulmeaningful\", \"SF6 – The coalition shoulhave a prior relationship anor culturawareness of the target company.\"A is incorrebecause the manager's engagement is example of a \"housekeeping engagement\" whiis \"annualogue to help maintain anenhana relationship with a company, but with only limiteobjectives.\" Housekeeping engagement is somewhlikely to fulfill the Investor Forum success factor of \"SF6: pth of relationship\" but not likely to meet the other success factors for effective engagement.B is incorrebecause tailoreletter-writing is somewhlikely to fulfill the Investor Forum success factors of \"SF1: CleObjective\" an\"SF2: Materianstrategic\" but not likely to meet the other success factors for effective engagement. 分不太清这两种，直接对话和集体
NO.PZ2022120703000054问题如下 A non-profit organization publishea report listing companies with a large plastic footprint. A portfolio manager believes the report will impathe valuation of a portfolio company. Accorng to the Investor Forum, whiof the following forms of engagement woulthe most effective? A.scussing the report with the company ring their annureview alogueB.Writing a tailoreletter to the company requesting aitiontails about their plastic footprintC.Participating in a collective engagement in collaboration with other investors to aress the report Compare to other two ways, collective engagement is the most effective way.C is correbecause a collective engagement is most likely to fulfill all six success factors of effective engagement publishethe Investor Forum i.e. \"SF1 – Objective(s) shoulspecific antargeteto enable clarity arounlivery\", \"SF2 – Objectives shoulstrategic or governance-le or linketo materistrategic anor governanissues\", \"SF3 – The engagement approashoulbespoke (tailore to the target company\", \"SF4 – The participants shoulhave clelearship with appropriate relationships, skills anknowlee\", \"SF5 – The scale of coalition gathere(both scale of shareholng anoverall AUM of group) shoulmeaningful\", \"SF6 – The coalition shoulhave a prior relationship anor culturawareness of the target company.\"A is incorrebecause the manager's engagement is example of a \"housekeeping engagement\" whiis \"annualogue to help maintain anenhana relationship with a company, but with only limiteobjectives.\" Housekeeping engagement is somewhlikely to fulfill the Investor Forum success factor of \"SF6: pth of relationship\" but not likely to meet the other success factors for effective engagement.B is incorrebecause tailoreletter-writing is somewhlikely to fulfill the Investor Forum success factors of \"SF1: CleObjective\" an\"SF2: Materianstrategic\" but not likely to meet the other success factors for effective engagement. 如题。a,b为啥不行
