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188****9315 · 2025年06月17日

请问equity和fund的区别是什么？

  1. ESG
  2. The ESG market

NO.PZ2024021801000076

问题如下：

Which of the following was the first to integrate ESG?

选项：

A.Equity indices

B.Passive equity funds

C.Active-listed equity investments

解释：

A. Incorrect because ESG offerings by asset managers generally began with active-listed equities, but recently evolved to other asset classes. The offering of indices and passive funds with ESG integration by asset managers started 20 years after that of active investments.

B. Incorrect because ESG offerings by asset managers generally began with active-listed equities, but recently evolved to other asset classes. The offering of indices and passive funds with ESG integration by asset managers started 20 years after that of active investments.

C. Correct because ESG offerings by asset managers generally began with active-listed equities, but recently evolved to other asset classes. The offering of indices and passive funds with ESG integration by asset managers started 20 years after that of active investments.

​请问equity和fund的区别是什么？

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1 个答案

Carol文_品职助教 · 2025年06月17日

嗨，爱思考的PZer你好：


同学，你好。


一、Equity（股票）

定义：Equity 是企业的所有权份额，指的是公司发行的股票（Shares）。购买股票的投资人就是公司的股东，拥有一定的所有权和股东权利（如投票权、分红权等）。

特征：

  • 单一证券：投资者直接购买某家公司的股份，如买入“Apple Inc.”
  • 风险集中：公司经营不好可能股价暴跌甚至清零
  • 收益来源：股价上涨 + 分红
  • 主动交易者或长期持有者：投资人可根据自己的判断择时买入卖出

二、Fund（基金）

定义：Fund 是投资工具的集合体，由专业机构（基金公司）管理，将多个投资者的资金集中起来，投资于一篮子证券（可以是股票、债券、现金等），从而实现风险分散和专业管理。

特征：

  • 多元投资组合：可能包含几十上百只股票或债券
  • 风险分散：即使个别股票波动，也可降低整体损失
  • 由基金经理管理：主动型基金靠经理选股，被动型基金追踪指数
  • 投资者不直接持有个别公司股份，而是持有基金份额


题目中提到："ESG最早是从Active-listed equity investments（主动型上市股票投资）开始的"

这句话的含义是：ESG理念最初由主动型基金的基金经理将其应用于投资决策，这些基金投资的是股票类资产（equity），后来才逐步发展到基金指数、ETF、债券类资产等其他资产类别。详见第二章水印版讲义的第29页。

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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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2024-03-26 07:32 3 · 回答