Investment
负面筛选
An ESG investment process that excludes companies, sectors, or countries from a portfolio based on predefined ethical, social, or environmental criteria (e.g., tobacco, fossil fuels, weapons), as recognized by global sustainable investment standards (UN PRI, CFA Institute).
Quick answer: An ESG investment process that excludes companies, sectors, or countries from a portfolio based on predefined ethical, social, or environmental criteria (e.g., tobacco, fossil fuels, weapons), as recognized by global sustainable investment standards (UN PRI, CFA Institute).
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Quick answer
An ESG investment process that excludes companies, sectors, or countries from a portfolio based on predefined ethical, social, or environmental criteria (e.g., tobacco, fossil fuels, weapons), as recognized by global sustainable investment standards (UN PRI, CFA Institute).
Why it matters
负面筛选 matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.
Editorial context
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Definition
An ESG investment process that excludes companies, sectors, or countries from a portfolio based on predefined ethical, social, or environmental criteria (e.g., tobacco, fossil fuels, weapons), as recognized by global sustainable investment standards (UN PRI, CFA Institute).
Operational example
Negative screening is used to systematically exclude companies engaged in controversial activities such as gambling or coal mining from ESG funds.
Localized example
负面筛选用于系统性地将涉及有争议活动（如赌博或煤矿）的公司排除在ESG基金之外。
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
