Podcast
Questions and Answers
What is the impact of ESG factors on strategic asset allocation?
What is the impact of ESG factors on strategic asset allocation?
What are the main indexes and benchmarking approaches applicable to sustainable and ESG investing?
What are the main indexes and benchmarking approaches applicable to sustainable and ESG investing?
How is ESG integrated into the portfolio management process?
How is ESG integrated into the portfolio management process?
What is the difference between ESG screening of individual companies and collective investment funds?
What is the difference between ESG screening of individual companies and collective investment funds?
Signup and view all the answers
What is the application of ESG screens to the main asset classes and their sub-sectors?
What is the application of ESG screens to the main asset classes and their sub-sectors?
Signup and view all the answers
Study Notes
CFA Institute - Integrated Portfolio Construction and Management Learning Outcomes
- Learning outcome 8.1.1: Impact of ESG factors on strategic asset allocation
- Learning outcome 8.1.2: Approaches for integrating ESG into portfolio management process
- Learning outcome 8.1.3: Use of internal and external ESG research and analysis by portfolio managers for investment decisions
- Learning outcome 8.1.4: Different approaches to screening and benefits/limitations
- Learning outcome 8.1.5: Main indexes and benchmarking approaches for sustainable and ESG investing, with potential limitations
- Learning outcome 8.1.6: Applying ESG screens to asset classes and sub-sectors: fixed income, equities, and alternative investments
- Learning outcome 8.1.7: Distinguishing ESG screening of individual companies and collective investment funds on absolute and relative bases
- Learning outcome 8.1.8: (text truncated)
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Description
Test your knowledge of ESG integration in portfolio management with this quiz. Assess your understanding of the impact of ESG factors on asset allocation, approaches for incorporating ESG into portfolio management, and the utilization of internal and external ESG research. Sharpen your expertise in integrated portfolio construction and management.