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153****2826 · 2024年11月06日

A B

  1. ESG
  2. Introduction to ESG

NO.PZ2024021801000099

问题如下：

Which of the following investment styles often uses negative screening?

选项：

A.Impact investing

B.Thematic investing

C.Faith-based investing

解释：

A is incorrect because impact investing refers to investments made with the specific intent of generating positive, measurable social and/or environmental impact alongside a financial return. Therefore, impact investing uses the positive screening approach.

B is incorrect because thematic investment refers to selecting companies that fall under a sustainability-related theme, such as clean-tech, sustainable agriculture, healthcare or climate change mitigation. Therefore, thematic investing uses the positive screening approach.

C is correct because faith-based investment refers to investing in line with certain principles, often using negative screening to avoid investing in companies whose products and services are deemed morally objectionable by the investor or certain religions, international declarations, conventions and voluntary agreements.

请问能不能帮忙负面筛选，积极筛选和主动投资、被动投资概念都帮我归纳一下？谢谢老师

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1 个答案

Tina_品职助教 · 2024年11月06日

嗨，从没放弃的小努力你好：


负面筛选（Negative Screening）：

  • 是一种投资策略，投资者会排除那些不符合其道德、宗教或社会标准的公司或行业。例如，某些信仰或道德准则可能禁止投资于烟草、酒精、赌博或武器制造等行业。
  • 常见于信仰驱动的投资（Faith-based investing）和社会责任投资（Socially Responsible Investing, SRI）。

积极筛选（Positive Screening）：

  • 与负面筛选相对，积极筛选是指投资者选择那些在环境、社会和治理（ESG）方面表现出色的公司进行投资。这种策略旨在寻找那些对社会和环境有积极贡献的投资机会。
  • 常见于影响力投资（Impact Investing）和主题投资（Thematic Investing），如清洁技术、可持续农业、医疗保健或气候变化缓解等领域。

主动投资（Active Investing）：

  • 主动投资是指投资者或基金经理试图通过选股、市场时机把握或其他积极管理策略来超越市场平均水平的投资回报。主动投资者相信他们能够通过研究和分析来识别被市场低估或高估的股票。
  • 特点：需要更多的研究和分析，费用通常较高，因为需要支付给基金经理的费用。

被动投资（Passive Investing）：

  • 被动投资是指投资者购买并持有一个广泛的市场指数，以复制市场的平均表现。被动投资者不试图超越市场，而是接受市场的平均回报。
  • 特点：成本较低，因为不需要频繁的交易和深入的研究分析。指数基金和交易所交易基金（ETFs）是被动投资的常见工具。


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NO.PZ2024021801000099问题如下Whiof the following investment styles often uses negative screening?A.ImpainvestingB.Thematic investingC.Faith-baseinvesting A is incorrebecause impainvestingrefers to investments ma with the specific intent of generating positive,measurable socianor environmentimpaalongsi a financireturn.Therefore, impainvesting uses the positive screening approach. B is incorrectbecause thematic investment refers to selecting companies thfall unr asustainability-relatetheme, suclean-tech, sustainable agriculture,healthcare or climate change mitigation. Therefore, thematic investing uses thepositive screening approach. C is correbecause faith-baseinvestment refersto investing in line with certain principles, often using negative screening toavoiinvesting in companies whose procts anservices are ememorallyobjectionable the investor or certain religions, internationclarations,conventions anvoluntary agreements. A B不要负面筛选吗？只有best class investment 才是正面筛选吧？

2024-10-12 09:44 1 · 回答