Every mock section 7

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Last updated 2:48 PM on 6/26/26
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6 Terms

1
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Positive screening

Looking for companies that do meet certain ethical or ESG standards

2
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Negative Screening

Avoiding companies that don’t meet your ethical criteria

3
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If a fund has out performed its benchmark

It is possible that it is showing a loss across the respective period

Just because it’s our performing its benchmark doesn’t mean it’s showing positive returns

  • They could both be down but the fund less down

4
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Fettered and unfettered fund of funds

Fettered:

  • Can only invest in funds run by its own company

Unfettered:

  • Can buy funds from anyone

5
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6
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