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?