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这个四月不太冷 · 2025年06月22日

课本或者讲义哪里提到portfolio guideline

NO.PZ2024021802000098

问题如下:

Portfolio guidelines most likely focus on:

选项:

A.ESG investment beliefs only.

B.expected investment returns only.

C.both ESG investment beliefs and expected investment returns.

解释:

C is correct because once the asset owner client has developed its investment philosophy and beliefs, the client will always have an expectation of investment returns being generated alongside delivery of whatever broader expectations it places on the investment approach.

课本或者讲义哪里提到portfolio guideline

1 个答案

王岑 · 2025年06月23日

嗨,从没放弃的小努力你好:


portfolio guide与mandate的意思相近,它是资产所有人(asset owner)在与基金经理合作时,明确写下来的投资“合同”,指导基金经理如何管理这笔钱,因此,它既需要合理收益,也要体现ESG信念或责任导向。


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虽然现在很辛苦,但努力过的感觉真的很好,加油!