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可持续优质股票

可持续优质股票

以可持续方式有效捕捉优质股票的溢价

要点:

  • 早于 2002 年已在选股模型中应用质量因子
  • 确保大幅改善 ESG 表现、降低环境足迹且排除不理想的企业
  • 我们的质量定义与众不同,其中包括盈利能力、盈利质量和投资

投资理念

荷宝的量化投资策略基于以下信念:

经济理念。我们希望超越统计数据的形态,探究这些因子背后的经济动力,同时回避无效益的风险。

审慎投资。投资组合透明度高,易于理解说明,避免不必要的交易成本,并整合环境、社会责任和公司治理 (ESG) 因子。

投资过程

选股是推动此策略表现的最主要因素。所有投资决策均基于由荷宝专有质量股票选股模型和投资组合构建流程产生的排名。我们以精明方式捕捉质量因子,并且有效应对一般优质股票策略所面对的挑战。

可持续发展方法着重于三个方面:一是 ESG 标准的得分至少比参考指数高 20%,二是环保得分至少比参考指数高 20%,三是根据广泛的道德规范,避免投资在价值观方面相悖的领域。

More about Factor Investing
More about Factor Investing
Factor investing aims to capture ‘hidden’ returns in financial markets. We have given our clients systematic exposure to it to earn premiums for well over a decade.
Find out more
Subjects related to this strategy are:

其他

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