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stealth · 2025年03月20日

这一题不理解，麻烦解释一下

  1. ESG
  2. Investment mandates, portfolio analytics and client reporting

NO.PZ2022120703000096

问题如下：

According to CFA Institute, ESG integration:

选项：

A.uses rights and position of ownership to influence issuers’ activities. B.excludes issuers from the investment product based on certain ESG-related activities. C.explicitly considers ESG-related factors that are material to the investment risk and return.

解释：

C is correct because according to the CFA Institute Proposed ESG Product Features, “ESG integration” is described as a feature function that “explicitly considers ESG-related factors that are material to the risk and return of the investment, alongside traditional financial factors, when making investment decisions."

A is incorrect because according to the CFA Institute Proposed ESG Product Features, “Proxy voting, engagement and stewardship”, not ESG integration, is described as a feature function that “uses rights and position of ownership to influence issuers’ or companies’ activities or behaviours."

B is incorrect because according to the CFA Institute Proposed ESG Product Features, “ESG-related exclusions”, not ESG integration, is described as a feature function that “excludes securities, issuers or companies from the investment product based on certain ESG-related activities, business practices or business segments."

这一题不理解，麻烦解释一下，然后解释一下每个选项为什么对，为什么错。

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1 个答案

王岑 · 2025年03月21日

嗨，努力学习的PZer你好：


这道题是针对CFA Institute Proposed ESG Product Features的。根据 CFA Institute 的 ESG 产品特性（Proposed ESG Product Features），ESG 整合的核心在于在投资决策中明确考虑对投资风险和回报具有重大影响的 ESG 因素。

A选项是错误的， 这个选项描述的是 Proxy Voting, Engagement & Stewardship（代理投票、股东参与和治理），而不是 ESG 整合。

B选项描述的是 ESG Exclusion（ESG 排除法），而不是 ESG 整合。

C选项正确。 这是 CFA Institute 对 ESG Integration 的定义：

  • ESG 整合是一种投资分析框架，它在评估风险和收益时将 ESG 因素与传统财务因素一起考虑。
  • ESG 因素是投资风险和回报的重要组成部分，但它不会直接决定投资决策（即不会自动排除某些公司）。
  • 重点在于 ESG 如何影响财务绩效（Financial Performance），而不是价值观或道德考量。


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虽然现在很辛苦，但努力过的感觉真的很好，加油！

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