CESGA Module 8 QUESTIONS AND ANSWERS
LATEST UPDATE 2025/2026
Which of the following is a step in the investment process chain?
a) Best-in-class strategy
b) Investment guidelines
c) Impact investing.
b)
Which is the right order to be respected among the guidelines?
a) Investment guidelines, company research, portfolio construction, reporting
b) Reporting, company research, portfolio construction, asset allocation decisions
c) Reporting, portfolio construction, investment guidelines, company research
d) Company research, reporting, portfolio construction, portfolio monitoring &
management
a)
What activities are specific investment principles/beliefs used for?
A) KPIs, incentives and organization structures
B) Investment strategy selection
C) Investment decision-making
D) Governance culture behaviour and structures
a) B & C
,b) A & D
c) B & D
d) A & B
a)
Which is the ultimate objective in the asset-allocation decision?
a) Assessing relative attractiveness of asset classes
b) Measuring the ESG factors
c) Valuation of risks and opportunities
d) Integrating sustainability in the financial analyses
a)
Which are the roles of ESG in macroresearch?
A) To help the asset-allocation decision for fixed income, equities and multi-asset portfolios
B) To inform about the differences in sovereign & company credit spreads
C) To inform the sector-and- country analysis that impacts the security assessment and
security selection processes
D) To help understand the financial engagement
a) A, B & C
b) A, B & D
c) B, C & D
d) A, C & D
a)
, Which of the following sentences is NOT correct about macro research?
a) Being part of wider macro research, ESG factors help the asset allocation decision for
informing the differences in sovereign & company credit spreads that has an impact on the
security selection process
b) Through the integration of ESG factors in macro research, investors would only look at
traditional macroeconomic variables
c) The integration of ESG in the macro analysis can be done through the assessment of
their impact on sector, companies and countries
d) The integration of ESG in the macro analysis can be done through the assessment of
different ESG global trends and ESG topics
b)
Regarding the role of ESG, which of the following are part of macro-research?
A) Lower costs for health
B) Young population
C) Higher female participation in work
D) Demand for social services
a) B & C
b) A & C
c) C & D
d) A & B
c)
LATEST UPDATE 2025/2026
Which of the following is a step in the investment process chain?
a) Best-in-class strategy
b) Investment guidelines
c) Impact investing.
b)
Which is the right order to be respected among the guidelines?
a) Investment guidelines, company research, portfolio construction, reporting
b) Reporting, company research, portfolio construction, asset allocation decisions
c) Reporting, portfolio construction, investment guidelines, company research
d) Company research, reporting, portfolio construction, portfolio monitoring &
management
a)
What activities are specific investment principles/beliefs used for?
A) KPIs, incentives and organization structures
B) Investment strategy selection
C) Investment decision-making
D) Governance culture behaviour and structures
a) B & C
,b) A & D
c) B & D
d) A & B
a)
Which is the ultimate objective in the asset-allocation decision?
a) Assessing relative attractiveness of asset classes
b) Measuring the ESG factors
c) Valuation of risks and opportunities
d) Integrating sustainability in the financial analyses
a)
Which are the roles of ESG in macroresearch?
A) To help the asset-allocation decision for fixed income, equities and multi-asset portfolios
B) To inform about the differences in sovereign & company credit spreads
C) To inform the sector-and- country analysis that impacts the security assessment and
security selection processes
D) To help understand the financial engagement
a) A, B & C
b) A, B & D
c) B, C & D
d) A, C & D
a)
, Which of the following sentences is NOT correct about macro research?
a) Being part of wider macro research, ESG factors help the asset allocation decision for
informing the differences in sovereign & company credit spreads that has an impact on the
security selection process
b) Through the integration of ESG factors in macro research, investors would only look at
traditional macroeconomic variables
c) The integration of ESG in the macro analysis can be done through the assessment of
their impact on sector, companies and countries
d) The integration of ESG in the macro analysis can be done through the assessment of
different ESG global trends and ESG topics
b)
Regarding the role of ESG, which of the following are part of macro-research?
A) Lower costs for health
B) Young population
C) Higher female participation in work
D) Demand for social services
a) B & C
b) A & C
c) C & D
d) A & B
c)
