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Question 1 of 13
Millennial investors:
Are more mindful on where they invest their savings, and will not invest in companies which may have a negative impact – either socially or environmentally.
Look beyond profitable and high growth businesses to invest in.
Are looking at the impact their investments might have.
All of the above.
Question 2 of 13
Impact investing:
Screens investments for ESG risk factors, material exposure to negative social or environment effects, or values.
Considers ESG factors in conjunction with traditional financial analysis, also includes positive screening, tilting or best in class.
Focuses on market sectors broadly aligned with positive social or environmental effects strategies.
Intends to generate specific measurable social and environmental impact alongside a financial return.
Question 3 of 13
The level of global warming that is believed to be relatively manageable is:
1 degree Celsius
2 degrees Celsius
3 degrees Celsius
4 degrees Celsius
Question 4 of 13
Which of the following are measures aim to promote consistency and comparability in sustainability reporting and disclosure?
IFRS S1 and IFRS S2
IFRS A1 and IFRS A2
IFRS E1 and IFRS E2
IFRS N1 and IFRS N2
Question 5 of 13
Impact accounting:
Measures your fund’s investments in SDG’s.
Measures the impact of advice given.
Will provide a measurement of the impact made by a fund’s investments in impact and ESG investments.
None of the above.
Question 6 of 13
The one thing that retirement fund members in South Africa can count on is:
The healthcare system
Their company retirement fund
The education system
The housing system
Question 7 of 13
Retirement funds in Singapore have been successful primarily because they have been coupled with:
An education system
Health benefits
Life benefits
Housing benefits
Question 8 of 13
Choose the incorrect option. One of the challenges of moving towards sustainable investing is:
A change in benchmark from performance to a benchmark of change.
It requires a total overhaul of the investment process.
Trustees can’t really exert influence given the migration to umbrella funds.
The benchmarks may be mutually exclusive – in other words, a fund can’t have a benchmark for climate and equality at the same time.
Question 9 of 13
Impact investing is:
Doing better at what we’re already doing.
Investing in products and services designed to solve a problem or challenge experienced today, be it a social or an environmental challenge, while also making a financial return.
Investing in a variety of assets to diversify risk.
Investments in the circular economy.
Question 10 of 13
A systemic approach to impact investing involves asking the following questions:
What are the challenges we are facing and their potential solutions?
Are the solutions investable today?
What is the impact they are delivering?
Question 11 of 13
Choose the incorrect answer. The 3D investment approach considers:
Risk
Return
Diversification
Impact
Question 12 of 13
Sustainable investments are liquid and impact investments are typically illiquid.
True
False
Question 13 of 13
Choose the incorrect answer. The key criteria of impact investing are:
Additionality
Measurability
Responsibility
Intentionality