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miaolu27 · 2020年02月21日

问一道题:NO.PZ2019012201000067

问题如下:

The DoGood Fund’s approach to the aerospace and defense industry is best described as:

选项:

A.

positive screening

B.

negative screening

C.

thematic investing

解释:

The DoGood fund excludes companies based on specified activities (e.g., aerospace and defense), which is a process of negative screening. Negative or exclusionary screening refers to the practice of excluding certain sectors or companies that deviate from accepted standards in areas such as human rights or environmental concerns.

A is incorrect because positive screening attempts to identify companies or sectors that score most favorably regarding ESG-related risks and/or opportunities. The restrictions on investing indicates that a negative screen is established.

C is incorrect because thematic investing focuses on investing in companies within a specific sector or following a specific theme, such as energy efficiency or climate change. The DoGood Fund’s investment universe includes all companies and sectors that have favorable ESG (no specific sectors or screens) but with specific exclusions.

老师你好,没太看懂解释,不选A是不是因为选了所有(ALL)涉及ESG的公司,而不是最top的那几个所以不对呢?

1 个答案
已采纳答案

maggie_品职助教 · 2020年02月22日

嗨,爱思考的PZer你好:


DG基金的策略是只投资在ESG方面做的好的公司,排除航空国防等不利ESG的企业,这说的就是Negative screening的定义。请看讲义11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!


miaolu27 · 2020年02月25日

谢谢!

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NO.PZ2019012201000067问题如下 The GooFuns approato the aerospaanfense instry isbest scribeas: A.positive screening B.negative screening C.thematic investing The Goofunexclus companies baseon specifieactivities (e.g.,aerospaanfense), whiis a process of negative screening. Negative orexclusionary screening refers to the practiof exclung certain sectors orcompanies thviate from acceptestanr in aresuhumrights orenvironmentconcerns.A is incorrebecause positive screening attempts to intifycompanies or sectors thscore most favorably regarng ESG-relaterisksanor opportunities. The restrictions on investing incates tha negativescreen is establisheC is incorrebecause thematic investing focuses on investing incompanies within a specific sector or following a specific theme, suasenergy efficienor climate change. The GooFuns investment universeinclus all companies ansectors thhave favorable ESG (no specific sectorsor screens) but with specific exclusions. 能不能举一个impainvest ing的例子呢?还有thematic有时候感觉会和negative和positive搞混

2024-03-01 17:17 1 · 回答

NO.PZ2019012201000067 这道题既有要投ESG好的公司,也有不投的公司,那为什么就是negative,而不是positive?

2021-12-29 10:13 1 · 回答

请问,本题投资范围包括符合ESG的公司,不是positive screening吗?

2020-05-12 10:29 1 · 回答

negative screening thematic investing The Goofunexclus companies baseon specifieactivities (e.g.,aerospaanfense), whiis a process of negative screening. Negative orexclusionary screening refers to the practiof exclung certain sectors orcompanies thviate from acceptestanr in aresuhumrights orenvironmentconcerns. A is incorrebecause positive screening attempts to intifycompanies or sectors thscore most favorably regarng ESG-relaterisksanor opportunities. The restrictions on investing incates tha negativescreen is establishe C is incorrebecause thematic investing focuses on investing incompanies within a specific sector or following a specific theme, suasenergy efficienor climate change. The GooFuns investment universeinclus all companies ansectors thhave favorable ESG (no specific sectorsor screens) but with specific exclusions. 请问为什么aerospace和fense不利于esg?以及positive screening是不是选出满足esg因素的最好的那几个公司,把其他的不好的排除在外,所以叫“screening”?

2020-03-07 13:55 1 · 回答