Finance English
Investment

¿Qué es Exclusión negativa?

Exclusión negativa 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 “Exclusión negativa” Used in Practice?

La exclusión negativa se utiliza para excluir sistemáticamente a empresas dedicadas a actividades controvertidas, como el juego o la minería del carbón, de los fondos ESG.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

Learn “Exclusión negativa” Free with Termify

Master Exclusión negativa and 4,071+ professional terms with native pronunciation, IPA transcriptions and career quizzes. 100% free, forever.

Download Free for iOS

Frequently Asked Questions

¿Qué es Exclusión negativa?

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).

Where can I learn this term for free?

Termify is a 100% free professional English app that teaches Exclusión negativa and 4,071+ other industry terms with native pronunciation, IPA transcriptions and career quizzes. Available on iOS in 23 languages. No subscription, no credit card required.

Last updated: