Hong Kong – House Awards: China 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

CONTESTANTS

Presenter

Ben Yuen , Chief Investment Officer, Fixed Income

BOCHK Asset Management
Category: China Fixed Income

Jurors

  1. Arjan de Boer, Head of Markets and Investment Solutions, Asia, Indosuez Wealth Management
  2. Peter Ryan-Kane, Founder, PeRK Advisory
  3. Colin Low, Head of Investment Research , Wealth Management Alliance
  4. Stephan Repkow, CEO and Founder, Wealth Management Alliance

Presenter

James Hu , Managing Director, Senior Portfolio Manager

Income Partners Asset Management (HK)
Category: China Fixed Income

Jurors

  1. Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
  2. Belinda Hsieh, Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management , DBS Bank (Hong Kong) Limited
  3. Paul Smith, CEO, Walencourt Limited
No Information

Presenter

Wang Fengyu,Eric , CEO & PM
Dong Xiao,Shawn , Co-PM
Oakwise Capital
Category: China Fixed Income, High Yield Fixed Income, Hong Kong Fixed Income, Alternatives-Credit Focus + MOY

Jurors

  1. Wyman Leung, Chief Investment Officer, AMG Financial Group Ltd
  2. Anthony Cheung, Honorary Treasurer, Friends of the Earth
  3. Elsa Pau, CEO, WealthAsia Group
  4. Sally Liang, Data Manager, WealthAsia Group