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 to each scorecard? Your ID is next to your name on your private portal.
- 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.
- 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.
- As always, your written comments, whether pillar by a pillar or one overall comment, are highly appreciated and would help the candidates become better.
- If you are joining us at The Gatekeeper Forum, please save Scoring until after the session.
- 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.
- You DO NOT have to score Pillar 5 again after giving your score once to the same company during judging.
- 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
Fact Sheets and Reports:
Max Lan , Director & Portfolio Manager
China Asset Management (Hong Kong)
Category: China A-share ETF
- Paul Smith, CEO, Walencourt Limited
- Simon Liu, Senior Investment Manager, St. James’s Place Wealth Management Group
- Adrian Chan, Associate Director of Investment, RS Group