组合变绿了,世界就变绿了吗?富达国际王芳点出ESG的“因果错觉”

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专题:2026可持续全球领导者大会&第二届绿色产业与可持续消费博览会

  2026可持续全球领导者大会期间,富达国际全球投后管理主管王芳出席“长期资本与韧性增长”论坛,点出了可持续投资中极易混淆的认知误区。她表示,投资组合指标变得更加绿色,与现实世界实际发生的变化之间,并不存在天然的因果关系。“投资组合指标回答的问题是我们持有什么,而影响路径回答的问题是我们的投资活动希望推动什么样的变化。”她认为,要区分管理财务风险、改善组合特征与真正推动实体经济转型,这两者不能混为一谈。

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