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137****5179 · 2024年03月26日

选项C把rule base 改成什么是对的?

NO.PZ2022120701000076

问题如下:

Which of the following statements best describes discretionary ESG investment strategies?

选项:

A.Discretionary investment strategies impose a custom index with ESG exclusion criteria B.Discretionary investment strategies complement bottom-up financial analysis with consideration of ESG factors C.Discretionary investment strategies are rules-based approaches to drive securities selection in ESG integrated portfolio construction

解释:

Discretionary ESG investment strategies most commonly take the form of a fundamental portfolio approach A portfolio manager would work to complement bottom-up financial analysis alongside the consideration of ESG factors to reinforce the investment thesis of a particular holding

选项C把rule base 改成什么是对的?

4 个答案

Tina_品职助教 · 2024年04月15日

嗨,努力学习的PZer你好:


这个没有固定的说法,主要就是强调依据一些基本原则,或是基金经理的判断来指导决策,而不是遵循严格的规则

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努力的时光都是限量版,加油!

Tina_品职助教 · 2024年03月31日

嗨,爱思考的PZer你好:


principle bases是更好一些。"principle-based approaches"强调的是依据一些基本原则来指导决策,而不是遵循严格的规则。这种方法为投资经理在考虑ESG因素时提供了更大的灵活性和判断力的空间。

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

逢考必过 · 2024年03月31日

换成principle bases应该就对了

Tina_品职助教 · 2024年03月26日

嗨,从没放弃的小努力你好:


自由裁量权的ESG投资策略通常并不完全是基于固定规则的。自由裁量权策略更多的是依赖投资经理的专业判断和决策,结合基本面分析和ESG因素。

如果要修改选项C以使其更准确地描述自由裁量权ESG投资策略,我们可以将“rules-based approaches”替换为“manager's judgment”或“portfolio manager's expertise”。

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虽然现在很辛苦,但努力过的感觉真的很好,加油!

纵火蛙 · 2024年04月14日

我看有老师说principal- based approach

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