Equities (Latest 2026/ 2027 Update)
Questions and Verified Answers|
100% Correct| Grade A
Review the screens below. Which of the following
companies might Andrew want to engage to gather
more information based on the MSCI controversy flags?
Merck & Co. Inc
Prologis
Michelin
Texas Instruments Inc.
Merck & Co. Inc.
Explanation : Merck & Co. Inc. has an orange MSCI controversy flag which indicates the
company is been involved in one or more recent severe structural controversies that are ongoing.
Andrew will likely want to do more research and engage the company to gather more
information.
Review the PORT screen below. Which sector in the
Worthing ESG Focus Fund discloses the most
information relative to the benchmark?
A. Materials
B. Health Care
D. Consumer Staples
E. Utilities
, Bloomberg ESG Certification Exam |
Equities (Latest 2026/ 2027 Update)
Questions and Verified Answers|
100% Correct| Grade A
The health care sector in the Worthing ESG Focus Fund has a higher disclosure score relative to
the benchmark.
Review the ESG<GO> screen for Microsoft. How many
funds that have sustainable investment as its objective
hold the company?
A. 4186
B. 1512
C. 147
D. 2002
Microsoft is held by 147 Article 9 funds which are defined as Funds that have sustainable
investment or a reduction in carbon emissions as their objective.
Click the Bloomberg screen to analyze the average ESG
Scores for a portfolio. What is your view of the fund?
A. The fund has better overall ESG ranking than its
respective benchmark.
B. The fund has lower overall ESG ranking than its
respective benchmark.
C. The fund has a poor overall ESG ranking compared to its respective benchmark.
D. The fund has higher overall ESG ranking compared to its respective benchmark.