Esg investing - Study guides, Class notes & Summaries

ESG Investing - ANSWERSan approach to managing assets where investors explicitly incorporate ESG factors. ESG investing aims to correctly identify, evaluate and price social, environmental and economic risks and opportunities. Governance Factors - ANSWERSfactors that involve issues tied to countries or are common practice in industry, as well as the interest of broader stakeholder groups. Triple Bottom Line - ANSWERSpeople, planet, profit Corporate Sustainability - ANSWERSan approach ai...

Definition of ESG - Answer is an approach to managing assets where investors explicitly incorporate environmental, social and governance (ESG) factors in their investment decisions with the long-term return of an investment portfolio in mind. ENVIRONMENTAL FACTORS - Answer Factors pertaining to the natural world. These include the use of, and interaction with, renewable and non-renewable resources (e.g. water, minerals, ecosystems and biodiversity). SOCIAL FACTORS - Answer Factors t...

Which of the following investment approaches focuses on enhancing the long-term value of an investment portfolio? a. ESG investing b. Impact investing c. Conventional financial investing - ANSWERSA Which of the following ESG investments addresses the bottom of the pyramid (BOP)? a. Green bonds b. Micro-finance bonds c. Fund investing in smart grid technology - ANSWERSB The "core planetary boundaries" identified by the Stockholm Resilience Centre are: a. biosphere integrity and...

A financial profile should include an assessment of the client's: correct answers Current expenditures debt obligations tax status income sources balance sheet containing the client's assets, including: cash, cds, savings, real estate, value and composition of securities, pension and retirement accounts, cash value in life insurance policies, personal items such as jewelry and car and liabilities including current debt (credit card, tax, long term debt, auto, mortgage, loans again...

Chapter 1 Structure (update) - ANSWERSWhat is ESG Types of Responsible Investment - SRI - Best-in-class - Sustainable investment - Thematic investment - Green investment - Social investment - impact investment - ethical investment Why integrate ESG Macro Debate: Risk Perspective - Fiduciary Responsibility Perspective - Economics Perspective - Impact and Ethics Perspective - Client Demand Perspective - Regulatory Perspective Financial Materiality - Efficiency and ...

Chapter 1 Structure (update) - Answer What is ESG Types of Responsible Investment - SRI - Best-in-class - Sustainable investment - Thematic investment - Green investment - Social investment - impact investment - ethical investment Why integrate ESG Macro Debate: Risk Perspective - Fiduciary Responsibility Perspective - Economics Perspective - Impact and Ethics Perspective - Client Demand Perspective - Regulatory Perspective Financial Materiality - Efficiency and ...

Why do traditional valuation models, like discounted cash flow, fail at capturing the full range of risks companies face today? Choose one. A. They do not consider compliance risk. B. They offer limited, deterministic and potentially misleading insights. C. They are outdated. D. They do not consider reputational risk. - answer-B. They offer limited, deterministic and potentially misleading insights. Explanation : Traditional valuation models. like discounted cash flow, do not take in...

Active Ownership - ANSWERSActive ownership represents actively exercising ones right as the shareholder of a company, particularly active engagement with management, and discussion on both financial and non-financial ESG factors. Active Risk - ANSWERSThe risk that a portfolio assumes in an effort to compete against and beat its benchmark index. It represents how closely as portfolio tracks to or deviates from its benchmark. Activism - ANSWERSA form of investing where the fund manager (ofte...

AWMA Module 1 Questions with Correct Answers the most stated life goals for wealthy investors are (4): - Answer--good health -travel -bucket list -financial success to achieve financial success, the most common financial goals are (4): - Answer--protecting wealth -securing retirement lifestyle -minimizing taxes -leaving an estate to their heirs SRI - Answer-sustainable, responsible, and impact investing ESG - Answer-environmental, social and corporate governance investing key ...

What did the Brundtland Report of 1987 show and what else was it referred to as? - ANSWERSThe Brundtland Report of 1987 showed that if you want good, long term economic growth, then you need to consider the environment and social progress. It was also called "Our Common Future". What did the Brundtland Report lay the foundations for and in what year? - ANSWERSThe Rio de Janeiro Earth Summit. 1992. What did the Rio de Janeiro Earth Summit lead to? What does this mean? - ANSWERSThe cre...