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Investment

ما هو الاستبعاد السلبي؟

الاستبعاد السلبي 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).

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “الاستبعاد السلبي” Used in Practice?

يُستخدم الاستبعاد السلبي لاستبعاد الشركات المشاركة في أنشطة مثيرة للجدل مثل القمار أو تعدين الفحم من صناديق ESG.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

ما هو الاستبعاد السلبي؟

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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