据彭博社8月24日报道，挪威1万亿美元的主权财富基金正在抵制计划倾销超过400亿美元的石油和天然气股票。
周五由政府任命的委员会建议不要剥离石油库存。这样的举动对保护挪威免受原油价格下跌影响不大，并改变迄今为止成功的投资理念。
“这项投资策略简单，有根据，并为基金提供了良好的服务，”Oystein Thogersen，Harald Magnus Andreassen和Olaug Svarva三人小组在一份报告中表示。“如果能源股被排除在基金之外，投资的构成将与市场权重不同，预计该基金将实现更低的回报或更高的风险。”
在议会审议此事之前，政府现在将进行自己的评估。财政部长西弗詹森在一份声明中表示，该报告连同基金和公众咨询的建议“构成了 决策的坚实基础”。
这家全球最大的财富基金去年震惊了全球市场，当时它提议从基准股票指数中削减石油和天然气股票。此后，挪威议会的反对派已表示可能支持该计划，而少数保守党领导的政府则避免发出明确信号。
李方征 编译自 彭博社
原文如下：
Norway's Plan to Dump Oil, Gas Stocks Meets Resistance
Norway’s $1 trillion sovereign wealth fund is meeting resistance A government-appointed commission “This investment strategy is simple, well founded and has served the fund well,” the three-person group of Oystein Thogersen, Harald Magnus Andreassen and Olaug Svarva said in a report. “If energy stocks are excluded from the fund, the composition of the investments will differ from market weights, and the fund will be expected to either achieve lower return or higher risk.”
The government will now make its own assessment before the matter is considered by parliament. The report, together with the advice from the fund and the public consultation round, “constitute a solid foundation for decision-making,” Finance Minister Siv Jensen said in a statement.
The world’s biggest wealth fund shocked global markets last year when it proposed cutting oil and gas stocks from its benchmark equity index. Since then, the opposition in the Norwegian parliament has signaled it may back the plan, while the minority Conservative-led government has shied away from giving a clear signal.
