CFA Institute Sustainable-Investing Question Answer
A family office is best categorized as an:
A.
asset owner.
B.
intermediary.
C.
asset manager.
The Answer Is:
A
This question includes an explanation.
Explanation:
A family office is typically categorized as an asset owner, managing the wealth of a high-net-worth family. They often direct investment strategies, which may include ESG considerations. (ESGTextBook[PallasCatFin], Chapter 7, Page 316)
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