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
- BEA Union
- BNP Paribas
- China Asset Management
- China Universal AMC
- First Sentier
- Foundation Asset Management
- Value Partners
- Zeal
Manager Profile:
Fact Sheets and Reports:
Presenter
Jessica Tea , Investment Specialist – Asia Pacific Equities & Greater China Equities
BNP Paribas Asset Management
Category: Greater China Equity
Jurors
- Catherine Chen, Founder & CEO , AvantFaire Investment Management Limited
- Alex Tracy, President of Hoi Ping Ventures
- Janet Li, Wealth Business Leader, Asia, Mercer
Manager Profile:
Fact Sheets and Reports:
Presenter
Raymond JING , PM
China Asset Management (Hong Kong)
Category: China Equity
Jurors
- Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
- Loretta Ng, Partner, PwC
- Clement Lai, Chief of Fund Advisory, Hang Seng Bank Limited
Manager Profile:
Fact Sheets and Reports:
Presenter
Justin SUN , Assistant CEO
Jessica ZHANG , Associate Director
China Universal Asset Management (Hong Kong)
Category: Greater China Equity
Jurors
- Arjan de Boer, Head of Markets and Investment Solutions, Asia, Indosuez Wealth Management
- Paul Smith, CEO, Walencourt 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
Michael Liang , CIO
Julian Wong , Product Specialist
Foundation Asset Management (HK)
Category: Greater China Equity
Jurors
- Paul Smith, CEO, Walencourt Limited
- Andrea Webster, Managing Director, Chartwell Capital
- Elsa Pau, CEO of WealthAsia Group
Manager Profile:
Fact Sheets and Reports:
Presenter
Jacky Choi , Chief Investment Officer
Zeal Asset Management
Category: Greater China Equity
Jurors
- Chris Ryan, Chairman & CEO, First Harbour Capital Partners Ltd
- Philip Niem, Chief Investment Officer, Axiom Investment Management
- Adrian Chan, Associate Director of Investment, RS Group