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. 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
Manager Profile:
Fact Sheets and Reports:
Presenter
Ben Yuen , Chief Investment Officer, Fixed Income
BOCHK Asset Management
Category: China Fixed Income
Jurors
- Arjan de Boer, Head of Markets and Investment Solutions, Asia, Indosuez Wealth Management
- Peter Ryan-Kane, Founder, PeRK Advisory
- Colin Low, Head of Investment Research , Wealth Management Alliance
- Stephan Repkow, CEO and Founder, Wealth Management Alliance
Manager Profile:
Fact Sheets and Reports:
Presenter
James Hu , Managing Director, Senior Portfolio Manager
Income Partners Asset Management (HK)
Category: China Fixed Income
Jurors
- Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
- Belinda Hsieh, Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management , DBS Bank (Hong Kong) Limited
- Paul Smith, CEO, Walencourt Limited
Manager Profile:
Fact Sheets and Reports:
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
- Wyman Leung, Chief Investment Officer, AMG Financial Group Ltd
- Anthony Cheung, Honorary Treasurer, Friends of the Earth
- Elsa Pau, CEO, WealthAsia Group
- Sally Liang, Data Manager, WealthAsia Group