Hong Kong – House Awards: Asia Fixed Income

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 to each scorecard?  Your ID is next to your name on your private portal. 
  2. We have prepared comparison data for each pillar so that you can see everything at a glance among the candidates.  We encourage you to refer to the compartment while you’re judging the respective pillar.
  3. Everything is on one page now, so you don’t have to search from different folders, and the scorecard is on the right so that you can scroll along when you’re finished with one pillar and go to the next.
  4. As always, your written comments, whether pillar by a pillar or one overall comment, are highly appreciated and would help the candidates become better.
  5. If you are joining us at The Gatekeeper Forum, please save Scoring until after the session.
  6. Unfortunately, you cannot save your work for later, and therefore, once you’ve started scoring a company, you’ll have to finish.  You can come back later to score for another company later.  
  7. You DO NOT have to score Pillar 5  again after giving your score once to the same company during judging.  
  8. For categories with more than 3 participants, please select a minimum of three candidates whom you think are worthy of your time and whom you think should be on the top 3 for the Best-in-Class title for scoring and comments.  Your shortlisting basis could be based on return performance, ESG or other indicators you feel are most important.  The button “COMPARE STRATEGIES” on the category page will give you the quantitative data you need for comparisons over the four pillars.

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

No Information


Pheona Tsang , Chief Investment Officer, Fixed Income

BEA Union Investment Management
Category: Asia Fixed Income


  1. Alvin Ma, Managing Director, Axiom Investment Management
  2. Catherine Chen, Founder & CEO , AvantFaire Investment Management Limited
  3. Wyman Leung, Chief Investment Officer, AMG Financial Group Ltd
  4. Andrea Webster, Managing Director, Chartwell Capital


Serene CAI , Portfolio Manager
China Asset Management (Hong Kong)
Category: Asia Fixed
Jane CAI , Managing Director


  1. Leo Lee, CIO, Grace Harmony (Hong Kong) Limited
  2. Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
  3. Colin Low, Head of Investment Research , Wealth Management Alliance
  4. Stephan Repkow, CEO and Founder, Wealth Management Alliance
  5. Kenny Chong, Head of Investment services, Wealth Management Alliance


Nigel Foo , Head of Asia Fixed Income
First Sentier Investors
Category: Asia Fixed Income & MOY


  1. Mah Ching Cheng, Fund Advisory | Vice President Investment Products and Solutions, UOB Private Bank
  2. Simon Liu, Senior Investment Manager, St. James’s Place Wealth Management Group
  3. Peter Ryan-Kane, Founder, PeRK Advisory


Wonnie Chu , Managing Director, Fixed Income
GaoTeng Global Asset Management
Category: Asia Fixed Income


  1. Nicholas Leung, Senior Vice President, The Bank of East Asia
  2. Sally Liang, Data Manager, WealthAsia Group
  3. Alan Chan, Head of Investment, OCBC Wing Hang Bank


Geoffrey Lunt , Director, Senior Investment Specialist, Asia Fixed Income
HSBC Asset Management
Category: Asia Fixed Income, RMB Fixed Income


  1. Greg Hargrave, Principal Consultant, Financial Services Industry, Vividian, Family Office
  2. Andrea Webster, Managing Director, Chartwell Capital
  3. Jessica Broomhall, Associate Director, Climate & Sustainability, PwC

Total engagements with Asian issuers on material issues are in the table below. As seen, the level has increased in recent years. While it is the case that the universe has expanded, the number of issuers in the Asia Bond fund numbers around 210 and we are more likely to engage with investee issuers. Therefore the average number of engagements per year per issuer is now closer to 2. This does not include attendance of results presentations, roadshows etc.





Total engagements





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)


  1. Jessica Broomhall, Associate Director, Climate & Sustainability PwC
  2. Peter Ryan-Kane, Founder, PeRK Advisory


Jason Pang , Senior Director, Client Portfolio Manager, Manulife Investment Management
Manulife Investment Management
Category: Asia Fixed Income (HK & SG)

Other Participants (On-Mute):
Willa Lau


  1. Joanne Murphy, Managing Director, Asia Pacific, CAIA
  2. Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
  3. Elsa Pau, CEO of WealthAsia Group