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阿里 · 2024年10月12日

这道题考查的范围是在哪一章节，哪一小节的内容？

  1. ESG

NO.PZ2024010509000002

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：

B is correct. 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.

这道题考查的范围是在哪一章节，哪一小节的内容？

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2 个答案

王岑 · 2024年10月15日

嗨，努力学习的PZer你好：


第九章的这部分内容是介绍基金经理如何在现实世界中，通过授权委托、法规以及客户设定的期望来实施ESG政策，同时探讨基金经理如何向客户传达他们在ESG方面的工作。

这六条内容是基金管理公司ESG政策的重要组成部分。它们确实是通用的高层次要求，但它们的确是构建ESG整合和执行的基础，也是确保投资过程透明、合规且具备系统性的关键部分。基金经理在很多情况下是代表资产所有者进行投资决策的，因此基金经理的ESG政策也必须符合资产所有者的需求。基金管理公司在这方面的角色是为基金经理提供支持，使他们能够更好地满足资产所有者的ESG要求。所以基金管理公司通过ESG政策的制定，为基金经理提供了明确的框架和工具，帮助他们有效地将ESG整合到投资决策中。


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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！

王岑 · 2024年10月12日

嗨，爱思考的PZer你好：


这道题考察的是第九章“Fully Aligning Investment With Client ESG Beliefs”这一节的内容。（水印版讲义P15）

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努力的时光都是限量版，加油！

157****0450 · 2024年10月14日

题干问一个基金管理公司的ESG policy要帮助解决基金经理如下问题，下面6条有什么意义？因为看起来都是一些假大空的话，似乎很多要求里都有这些，比如把ESG纳入投资组合决策，评估ESG风险和敞口，ESG信息需要披露。这些为什么基金公司要帮基金经理解决的，看起来也像是基金经理要帮asset owner解决的。

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