5 Questions
What is the impact of ESG factors on strategic asset allocation?
ESG factors may influence the long-term risk and return characteristics of asset classes
What are the main indexes and benchmarking approaches applicable to sustainable and ESG investing?
There are various indexes and benchmarking approaches with potential limitations
How is ESG integrated into the portfolio management process?
By incorporating ESG analysis into investment decision-making
What is the difference between ESG screening of individual companies and collective investment funds?
ESG screening can be done on an absolute basis and relative to sector/peer group data for both individual companies and collective investment funds
What is the application of ESG screens to the main asset classes and their sub-sectors?
ESG screens can be applied to fixed income, equities, and alternative investments
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)
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.
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