Level 5 - Investment and process chain Flashcards
1
Q
ESG integration in the investment process.
Name the different steps
A
2
Q
What is important to specify in the investment guidelines
A
3
Q
What is important in macro research and asset allocation
A
4
Q
A
5
Q
When you do company analysis. What should you consider?
A
6
Q
What do you need to consider when you construct a portfolio?
A
7
Q
Elaborate on the ESG integration in trading
A
8
Q
Portfolio and risk analytics
What to consider?
A
9
Q
Compliance & reporting
What to considerX
A
10
Q
Engagement and Voting
Proxy voting etc
What to consider
A
11
Q
Flip for key takeaways from Level 5
A
