NO.PZ2025022501000047
问题如下：
A non-profit organization published a report listing companies with a large plastic footprint. A portfolio manager believes the report will impact the valuation of a portfolio company. According to the Investor Forum, which of the following forms of engagement would be the most effective?
选项：
A.Discussing the report with the company during their annual review dialogue
B.Writing a tailored letter to the company requesting additional details about their plastic footprint
C.Participating in a collective engagement in collaboration with other investors to address the report
解释：
A is incorrect because the manager's
engagement is an example of a housekeeping engagement which is an annual
dialogue to help maintain and enhance a relationship with a company, but with
only limited objectives. Housekeeping engagement is somewhat likely to fulfill
the Investor Forum success factor of SF6: Depth of relationship but not likely
to meet the other success factors for effective engagement.
B is incorrect because tailored
letter-writing is somewhat likely to fulfill the Investor Forum success factors
of SF1: Clear Objective and SF2: Material and strategic but not likely to meet
the other success factors for effective engagement.
C is correct because a collective
engagement is most likely to fulfill all six success factors of effective
engagement published by the Investor Forum i.e. SF1 – Objective(s) should be
specific and targeted to enable clarity around delivery, SF2 – Objectives
should be strategic or governance-led, or linked to material strategic and/or
governance issues, SF3 – The engagement approach should be bespoke (tailored)
to the target company, SF4 – The participants should have clear leadership with
appropriate relationships, skills and knowledge, SF5 – The scale of coalition
gathered (both scale of shareholding and overall AUM of group) should be
meaningful, SF6 – The coalition should have a prior relationship and/or
cultural awareness of the target company.
选择的依据是什么，这是考哪个知识点，在讲义哪一页
