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VickyC · 2025年04月29日

没懂这题

NO.PZ2025012208000017

问题如下:

An asset management firm manages pooled funds and individual segregated portfolios. One of the managers proposes that the firm start evaluating the ESG composition of client portfolios by uploading the portfolios onto a third-party ESG platform. Which of the following is least likely an advantage of the proposal?

选项:

A.It is suitable for all the firm’s clients.

B.It can produce a picture of each client’s carbon exposure.

C.It can approximate an overall controversy or risk score for the portfolio.

解释:

A is correct. The proposal is not suitable for all clients. Uploading portfolios to a third-party platform can have many advantages, including illustrating a portfolio’s mean exposure and weighting toward low-, mid-, or high-scoring companies on ESG metrics; producing a picture of the portfolio’s environmental and carbon exposure on an absolute-value basis, for instance, expressed as weighted-average carbon intensity; and approximating an overall controversy or risk score for the portfolio. However, third-party platforms are not suitable if there are concerns around privacy issues. A client may also not be concerned about ESG integration in their portfolio and hence not interested in the potential information that can be gained from such a platform.

这题在考什么呢?以及题目原理出处是?

1 个答案

Tina_品职助教 · 2025年04月30日

嗨,从没放弃的小努力你好:


这部分在第八章课件的53/54页

题目主要涉及ESG(环境、社会和治理)评估的实践和第三方平台的使用。

题目分析

  • A选项:“适合所有客户”。这是最不可能是优势的选项。虽然第三方ESG平台可以为许多客户提供有价值的ESG分析,但并不是所有客户都适合使用这种平台。例如,一些客户可能对隐私问题有顾虑,或者他们可能对ESG整合不感兴趣
  • B选项:“可以展示每个客户的碳暴露情况”。这是第三方ESG平台的一个显著优势。许多平台能够分析投资组合的碳足迹,并提供详细的碳暴露数据
  • C选项:“可以估算投资组合的整体争议或风险评分”。这也是第三方ESG平台的一个重要优势。通过整合多种ESG数据,平台可以为投资组合提供综合的风险评分


因此,A选项是最不可能是优势的选项,符合题目的要求。

尽管第三方ESG平台提供了许多优势,但它们也存在一些局限性,例如隐私问题和客户对ESG整合的兴趣差异。


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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!

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