JUDGING SCORECARD - HOUSE: EQUITY

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JUDGING SCORECARD - HOUSE: EQUITY

Pillar 1. Investment Process

To examine the principles and the team’s investment style and consistencies, accountability, and investor alignment
ExcellentQuite GoodSomewhatNot ReallyAmbiguous
Comments for investment philosophy, style & process

Pillar 2. Portfolio construction

To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resources
Extremely RobustSomewhat RobustAcceptablePoorAmbiguous
Comments for investment and divestment discipline

Pillar 3. Performance & risk

To examine how alpha sources, performances, and risks are generated, single investor diversification, net returns above Benchmark, drawdowns, and recovery, and stress testing.
Extremely RobustVery GoodAcceptableNot ReallyAmbiguous
Comments for risk management performance

Pillar 4. Stewardship

To examine the manager’s engagement disclosure, a signatory to stewardship principles, engagement frequency, responsible shareholding policies, and implementation, stewardship engagement and monitoring, and voting disclosures
Extremely RobustVery GoodAcceptableNot ReallyAmbiguous
Comments for investor protection and stewardship

All factors considered, how would you rate this investment strategy and its execution? Please score below: (0: lowest; 10: highest)
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