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CFA Institute Exam ESG-Investing Topic 6 Question 6 Discussion

Actual exam question for CFA Institute's ESG-Investing exam
Question #: 6
Topic #: 6
[All ESG-Investing Questions]

Are the following statements relating to investor engagement accurate?

Statement 1: Investors need to frame the engagement topic into a broader discussion around strategy and long-term financial performance with the management team.

Statement 2: Active investment houses are working to ensure that their portfolio managers can deliver stewardship alongside their regular monitoring of investee companies.

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Suggested Answer: C

Both statements are accurate. Effective engagement with companies often requires framing the discussion around strategy and long-term performance. Active investment houses are also focusing on integrating stewardship activities with ongoing portfolio management. (ESGTextBook[PallasCatFin], Chapter 6, Page 285)


by Yoko at Nov 17, 2024, 03:53 AM

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Johanna
7 days ago
Statement 2 is spot on. Active managers are really upping their game when it comes to monitoring and stewardship.
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Darnell
10 days ago
Hah! Investor engagement, sounds like a fancy way to say 'pestering the company until they do what we want'.
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Stephen
14 days ago
Both statements seem accurate to me. Investors need to take a strategic view and active investment houses are stepping up their stewardship efforts.
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Shay
3 days ago
I agree, investors should focus on long-term financial performance.
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Anika
1 months ago
I agree with Bettina, both statements make sense.
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Melinda
1 months ago
I agree with Statement 1. It's crucial for investors to frame the engagement in a broader context to have a meaningful discussion with management.
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Rima
2 days ago
User 3: I think only Statement 1 is accurate.
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Johna
9 days ago
User 2: Yes, both statements are accurate.
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Yvonne
27 days ago
User 1: I agree with Statement 1. It's crucial for investors to frame the engagement in a broader context to have a meaningful discussion with management.
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Marica
1 months ago
I disagree, only Statement 1 is accurate.
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Bettina
1 months ago
I think both statements are accurate.
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