MPF exam Introduction to ESG question: disclosed in the MPF scheme brochure for an ESG constituent fund

MPF examIntroduction to ESG

Under the enhanced requirements, which of the following should be disclosed in the MPF scheme brochure for an ESG constituent fund? (i) the ESG focus of the fund (ii) the ESG investment strategy (iii) the asset allocation (iv) the ESG associated risks

A (i) and (ii) only
B (i), (ii) and (iv) only
C (ii), (iii) and (iv) only
D (i), (ii), (iii) and (iv)

Show the answer and explanation

Answer: D. (i), (ii), (iii) and (iv)

Answer: (i), (ii), (iii) and (iv). All four, together with any reference benchmark, should be disclosed in the scheme brochure.(i) True. Listed in 9.4.3(b), with the assessment criteria used.(ii) True. Listed in 9.4.3(b).(iii) True. Listed in 9.4.3(b): the expected or minimum proportion commensurate with the ESG focus.(iv) True. Listed in 9.4.3(b), along with the reference benchmark, if any.Why not the others:• (i) and (ii) only: omits the true (iii) and (iv).• (i), (ii) and (iv) only: omits the true (iii).• (ii), (iii) and (iv) only: omits the true (i).Watch out: Leaving out the risks or the asset allocation.Rule: Brochure: ESG focus, strategy, asset allocation, reference benchmark (if any), ESG risks.Source: MPF Study Notes, Tenth Edition (June 2026; examinable from 1 Oct 2026), section 9.4.3(b) (checked 31 Oct 2026)