Dear fellow Jurors,
Thank you for offering your precious time in helping to assess the candidates' strategies.
Before Scoring, please read this first:-
- 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.
- You are advised to login BlueOnion platform in advance for your convenience to view related ESG materials.
- 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.
- As always, your written comments, whether pillar by pillar or one overall comment, are highly appreciated and would help the candidates become better.
- Scoring will only be done at The Gatekeeper Forum and will be submitted immediately after the session.
Pillar 1. Agility
To examine the manager's ability to respond to challenging issues quickly and effectively to opportunities and threats
Pillar 2. Style
To examine the manager's ability to stay true to their style and conviction to achieve outstanding outcome
Pillar 3. Leadership
To examine how the manager empower the team and advocating an open platform for innovative ideas
Pillar 4. Stewardship
To examine the manager’s commitment to ESG and the implementation of responsible investing principles
Manager Profile:
Fact Sheets and Reports:
Presenter
Serene CAI , Portfolio Manager
China Asset Management (Hong Kong)
Category: Asia Fixed
Jane CAI , Managing Director
Jurors
- Leo Lee, CIO, Grace Harmony (Hong Kong) Limited
- Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
- Colin Low, Head of Investment Research , Wealth Management Alliance
- Stephan Repkow, CEO and Founder, Wealth Management Alliance
- Kenny Chong, Head of Investment services, Wealth Management Alliance
Manager Profile:
Fact Sheets and Reports:
Presenter
Nigel Foo , Head of Asia Fixed Income
First Sentier Investors
Category: Asia Fixed Income & MOY
Jurors
- Mah Ching Cheng, Fund Advisory | Vice President Investment Products and Solutions, UOB Private Bank
- Simon Liu, Senior Investment Manager, St. James’s Place Wealth Management Group
- Peter Ryan-Kane, Founder, PeRK Advisory
Manager Profile:
Fact Sheets and Reports:
Presenter
Suvir Mukhi , Partner, Co-Chief Investment Officer (Asia/EM Strategies) & Senior Portfolio Manager
Income Partners Asset Management (HK)
Category: Manager of the Year – Mutual Funds (Asia Fixed Income); Sustainability – (ESG)
Jurors
- Jessica Broomhall, Associate Director, Climate & Sustainability PwC
- Peter Ryan-Kane, Founder, PeRK Advisory