Esg investing Samenvattingen, Aantekeningen en Examens

Perfect set of study that will allow you to pass your exam easily. I used just these and the contents to pass the exam in under 45 minutes. I've added in additional question sets too, from ChatGPT reviewing the chapter and providing me questions. The notes are in PowerPoint format too - so you can add more, take some out and do what I did which was print them out four to a page to make study easier. I would just buy these, sit the exam and that is it. Good luck, you will ace the exam!

Which of the following is a governance issue? A. Tax transparency B. Health and safety C. Working conditions - Answer A is correct because "[e]xamples of the definition and scope of ESG issues can be illustrated by the two widely-referenced organisations...Tax Transparency [falls under the umbrella of] Governance". B is incorrect because "[e]xamples of the definition and scope of ESG issues can be illustrated by the two widely-referenced organisations...Health & Safety [falls under the u...

Externalities are costs that a business does not bear itself but instead imposes on others. Which of the following is not an example of an externalized cost? - ANS Building on brownfield sites. Explanation Externalities are costs that a business does not bear itself (internalize) but instead imposes on others (externalizes). ESG analysis considers these externalized costs such as climate change, greenhouse gas emissions, pollution, emissions, waste management, resource depletion, wat...

In 1987, a Commission put together by the __ issued the __ __, also called __ __ __, which introduced the concept of sustainable development and described how it could be achieved. - Answer UN, Brundtland Report, Our Common Future The concept of responsible investing dates back to the __ century. One of the first ethical mutual funds that moved to screens based on religious traditions was the __ __ that was launched in 1928. The modern institutionalization of ethical exclusions arguably began...

CAIA Level I Exam 2023 5th percentile vs 25th percentile performance - CORRECT ANSWER-5th percentile managers outperform in every comparison BUT 25th percentile managers' performance is more volatile --> even if 25th percentile managers outperform they tend to mean revert --> demonstrates the perils of choosing managers based on historical performance alternative asset performance evaluation - CORRECT ANSWER-unlike in traditional assets, alpha is difficult to define in alterna...

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...

Corporate governance is the process by which a company is __ and __. It is framed by local law and culture, and almost all countries now have a __, but __-__ corporate governance code to set standards and expectations. - Answer managed, overseen, formal, non-binding However, within these formal frames, governance comes down to __ and how they __; they need __ and they need to be able to make relevant people __ for their decisions. - Answer people, interact, information, accountable Account...

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 ...

Which of the following is a governance issue? A. Tax transparency B. Health and safety C. Working conditions - ANS A is correct because "[e]xamples of the definition and scope of ESG issues can be illustrated by the two widely-referenced organisations...Tax Transparency [falls under the umbrella of] Governance". B is incorrect because "[e]xamples of the definition and scope of ESG issues can be illustrated by the two widely-referenced organisations...Health & Safety [falls u...

ESG Investing - Answer an 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 - Answer factors that involve issues tied to countries or are common practice in industry, as well as the interest of broader stakeholder groups. Triple Bottom Line - Answer people, planet, profit Corporate Sustainability - Answer an approach ai...