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176****8164 · 2025年04月15日

在实际操作过程的顺序是先c后b嘛?能列一下完整顺序嘛?

NO.PZ2024021801000018

问题如下:

The first step in the effective design of an ESG investment mandate is for clients to:

选项:

A.clarify their needs and state their investment beliefs.

B.identify material ESG factors in their investment approach.

C.issue a request for proposals (RFP) to evaluate potential fund managers.

解释:

A is correct because the first step in the effective designof a mandate is that the client should be clear about their needs and set themout in a clear statement of ESG investment beliefs.

B is incorrect because identifying material ESG factors isat a later stage. As the PLSA indicates, how the client considers financiallymaterial ESG factors within their investment approach, as well as the extent towhich they undertake stewardship, including engagement and voting.

C is incorrect because RFP is issued at a later stage.Ensuring that the mandate is fully operational is typically done through adetailed request for proposals (RFP) process.

在实际操作过程的顺序是先c后b嘛?能列一下完整顺序嘛?

1 个答案

王岑 · 2025年04月15日

嗨,爱思考的PZer你好:


操作过程的顺序就是第九章的框架:
Clarifying client needs: defining the ESG investment strategy
Fully aligning investment with client ESG beliefs
Developing client-relevant ESG-aware investment mandates
Tailoring ESG investment approach to client expectations
Holding managers to account

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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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