Question #9

Reading: Reading 16 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis

PDF File: Reading 16 Environmental, Social, and Governance (ESG) Considerations in Investment Analysis.pdf

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Question
The principal-agent problem can best be described as:
Answer Choices:
A. the agent may act for the well-being of the principal rather than that of the stakeholders
B. de C.V. (Evaluar). Hernández is responsible for covering eleven companies in the Consumer Staples industry. Hernandez reports to Jose Antonio Rodriguez, a senior analyst and partner with the firm. Although Rodriguez has for a long time been aware that corporate governance can have a significant impact on a firm's long-term performance, he has more recently become increasingly concerned with environmental and social factors, specifically how companies manage related resources and risk exposures. Rodriguez has noted that mismanagement of ESG factors has led to a number of widely reported corporate events that have had significant negative impacts on securities prices. In addition to focusing on corporate ownership structures and how these ownership structures may affect corporate governance outcomes, Rodriguez has asked Hernandez to also take into account ESG-related risks and opportunities that are relevant to security analysis. Rodriguez has asked Hernandez to begin incorporating environmental, social, and governance (ESG) considerations into her investment analyses, in order to provide a broader perspective on the risks and investment opportunities of the various companies' securities that she analyses
C. the agent may act for his own well-being rather than that of the principal. Maria Guadalupe Hernandez is a securities analyst with Grupo Financiero Evaluar, S.A
Explanation
In a principal-agent relationship, one party (the agent) acts on behalf of another party (the principal). A principal-agent problem arises when the agent places his own interests ahead of the principal. (Module 16.1, LOS 16.a) Maria Guadalupe Hernandez is a securities analyst with Grupo Financiero Evaluar, S.A.B. de C.V. (Evaluar). Hernández is responsible for covering eleven companies in the Consumer Staples industry. Hernandez reports to Jose Antonio Rodriguez, a senior analyst and partner with the firm. Although Rodriguez has for a long time been aware that corporate governance can have a significant impact on a firm's long-term performance, he has more recently become increasingly concerned with environmental and social factors, specifically how companies manage related resources and risk exposures. Rodriguez has noted that mismanagement of ESG factors has led to a number of widely reported corporate events that have had significant negative impacts on securities prices. In addition to focusing on corporate ownership structures and how these ownership structures may affect corporate governance outcomes, Rodriguez has asked Hernandez to also take into account ESG-related risks and opportunities that are relevant to security analysis. Rodriguez has asked Hernandez to begin incorporating environmental, social, and governance (ESG) considerations into her investment analyses, in order to provide a broader perspective on the risks and investment opportunities of the various companies' securities that she analyses.
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