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韦恩 · 2024年08月23日

这道题没看懂

NO.PZ2024010508000017

问题如下:

An asset management firm manages pooled funds and individual segregated portfolios. One of the managers proposes that the firm start evaluating the ESG composition of client portfolios by uploading the portfolios onto a third-party ESG platform. Which of the following is least likely an advantage of the proposal?

选项:

A.It is suitable for all the firm’s clients.

B.It can produce a picture of each client’s carbon exposure.

C.It can approximate an overall controversy or risk score for the portfolio.

解释:

A is correct. The proposal is not suitable for all clients. Uploading portfolios to a third-party platform can have many advantages, including illustrating a portfolio’s mean exposure and weighting toward low-, mid-, or high-scoring companies on ESG metrics; producing a picture of the portfolio’s environmental and carbon exposure on an absolute-value basis, for instance, expressed as weighted-average carbon intensity; and approximating an overall controversy or risk score for the portfolio. However, third-party platforms are not suitable if there are concerns around privacy issues. A client may also not be concerned about ESG integration in their portfolio and hence not interested in the potential information that can be gained from such a platform.

请详细解释问题和三个选项的意思

1 个答案

Tina_品职助教 · 2024年08月25日

嗨,爱思考的PZer你好:


问题: 一家资产管理公司管理着集合投资基金和个人的单独投资组合。公司的一位经理建议通过将投资组合上传到第三方ESG平台来评估客户投资组合的ESG构成。题目问的是,以下哪一项最不可能是这一建议的优势。

选项解释:

A. It is suitable for all the firm’s clients. A选项的意思是,这个建议适用于公司的所有客户。这个选项是题目中的正确答案,也就是最不可能是这个建议的优势。因为并非所有客户都关心ESG指标,有些客户可能更关注其他投资目标,如回报率或风险管理。此外,一些客户可能会担心数据隐私问题,因此不愿意将其投资组合上传到第三方平台。

B. It can produce a picture of each client’s carbon exposure. B选项的意思是,通过第三方ESG平台,可以生成每个客户的碳排放暴露情况。这确实是一个优势,因为ESG平台通常会提供环境指标的数据分析,如碳排放强度,这可以帮助公司了解投资组合在环保方面的表现。

C. It can approximate an overall controversy or risk score for the portfolio. C选项的意思是,通过第三方ESG平台,可以大致评估投资组合的总体争议或风险评分。这个选项也是一个优势,因为ESG平台通常会为投资组合提供相关的风险或争议评分,这有助于资产管理公司了解投资组合在社会和治理方面的潜在风险。


题目问的是,哪个选项最不可能是这个建议的优势。正确答案是A选项,因为并非所有客户都适合或愿意使用第三方ESG平台,这取决于他们对ESG的重视程度以及对数据隐私的关注。B和C选项则确实是使用第三方ESG平台的潜在优势。

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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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