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商品編號： BAB783 出版日期： 2025/02/24 作者姓名： Potter, Mark;Vanin, Michael 商品類別： Finance 商品規格： 4p 再版日期： 地域： 產業： 個案年度： -
商品敘述：
Manuela Chavez had been a financial advisor for over 10 years and had build up a sizable client base from young professionals to family offices and institutions. Recently clients had been asking a number of questions about environment, social, and governance (ESG) mutual funds and exchange-traded funds. Most notably, she wanted to understand how they were categorized nad the variety of types, as well as be able to analyze and compare a set of ESG funds against a traditional mutual fund, to determine whether they would be appropriate for her clients'' portfolios. She thought it would be important to understand the nuances of ESG funds and also the potential risks and challenges that could arise from pursuing a ""green"" strategy.
涵蓋領域：
Social investments;Portfolio management;Climate change;Environmental sustainability;Society and business relations;Corporate governance
相關資料：
, (BAB784), p, by Mark Potter, Michael Vanin
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