Hong Kong – House Awards: Asia Pacific ex-Japan Equity

Dear fellow Jurors, 

Thank you for offering your precious time in helping to assess the candidates' strategies.

Before Scoring, please read this first:-

  1. Would you please make sure you have your Judging ID put on each scorecard?  Your ID is next to your name on your private portal.
  2. You are advised to login BlueOnion platform in advance for your convenience to view related ESG materials.
  3. For the benefit of your time, the candidates you'll be scoring at The Gatekeepers Forum have been shortlisted based on their raw submissions to a lengthy due diligence questionnaire which you can find under the “Raw Submission" tab.  
  4. As always, your written comments, whether pillar by pillar or one overall comment, are highly appreciated and would help the candidates become better.
  5. Scoring will only be done at The Gatekeeper Forum and will be submitted immediately after the session.

Pillar 1. Investment process

To examine the principles and the team’s investment style and consistencies, accountability, and investor alignment

Pillar 2. Portfolio construction

To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resources

Pillar 3. Performance & Risk

To examine how performances and risks are generated, net returns together with drawdowns and recovery and investor diversification

Pillar 4. Stewardship

To examine the manager’s commitment to engagement and disclosure, responsible shareholding policies, and driving changes for investees

Pillar 5. Corporate Quality

To examine the company's commitment to responsible stewardship while ensuring healthy and sustainable growth

CONTESTANTS
No Information

Presenter

Siddhartha Singh , Investment Director, Asia Equities
PineBridge Investments
Category: India Equity + Asia Pacific ex-Japan Equity

Jurors

  1. Mah Ching Cheng , Fund Advisory | Vice President Investment Products and Solutions, UOB Private Bank
  2. Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
  3. Paul Smith, CEO, Walencourt Limited
  4. Andrea Webster, Managing Director Chartwell Capital