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House Award for Equity ETF

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Pillar 1: Investment Proposition

1. Management style: This ETF is managed according to the following style.*
Please select only one response.
2. Index weighting: This question is about the index on which your ETF is based. What is the weighting of that index based on?
Please select only one response.
3. Competitive edge: Compared with similar ETFs available, what is your ETF's unique proposition to investors?
Please select all applicable responses.
4. Please complete Question 1 before answering Question 4.
4. Index selection: When you selected the base index for this ETF, what were your requirements?
Please select all responses that apply.
4. Alpha sources, or performance drivers What were the major sources of alpha, or performance drivers, over the last 3 years (if your active ETF is fewer than 3 years old, then please provide alpha sources since inception)?
You may select more than one response.

Pillar 2: Execution & Performance

1. Effectiveness: Please select only one response related to performance in the last 12 months.
[i] Net of all costs and charges borne by investors.
2. Expense ratio: What is your ETF's expense ratio, over the past 12 months, compared with its peer group average (for example China A-share ETFs, fixed income ETFs, active ETFs, etc.)?
Please select only one response.
3. Bid-ask spread: What is your ETF's average bid-ask spread over the last 12 months?
4. Market makers, 1Y: How many market makers, on average, did this ETF have in the last 12 months?
5. Market makers, 2Y: How many market makers, on average, did this ETF have in the last 24 months?

Pillar 3: Operations

1. Lead manager experience: How long has the LEAD manager of this ETF been managing similar ETFs?
You may include ETF management experience gained in other firms. Please select only one answer.
2. Investment team experience: What is the average experience of the investment team managing similar ETFs?
You may include ETF management experience gained in other firms. Please select only one answer.
3. Lead manager tenure: What is the tenure of the LEAD manager of this ETF at the current firm?
4. Transparency: How often do you disclose the full holdings of the ETF?

Pillar 4: Stewardship

1. Stewardship Activity: Engagement activities [iv] have been undertaken on behalf of investors to put stewardship into effect. These activities include:
2. Stewardship Monitoring scope: Our stewardship for investees/potential investees monitoring scopes include the following:
3. Stewardship Team: A dedicated stewardship team [iv] is set up to flag specific companies and issues for engagement which includes the undertakings below:
4. Proxy Voting: At the product level, we have transparent proxy voting [iv] policies that are unique to this particular investment strategy:
Selected: Yes
Selected: When voting against management, the following issues are typically prioritized based on:
Selected: We may vote against management on an issue, and when the Proxy Voting Committee has voted against management on an issue:
5. Voting Disclosure: Please select the statements that describe your firm's practices related to voting.
You may select more than one statement:
6. Engagement frequency: Teamwide over the last 1 year, we have engaged with investees/potential investees on the material[ii] issues selected above:
Please include both collective engagement and engagement conducted on your own.
7. Engagement Disclosure: Do you disclose your key engagement activities, along with the outcomes, to investors?
8. Actual Example - Please provide an ACTUAL example of how you executed ONE of the following, in a maximum of 500 words.
Pillar 5: Corporate Responsibility and Strength
Please complete this pillar in separate "Pillar 5: Corporate Responsibility and Strength" questionnaire. You will only need to respond to Pillar 5 ONCE for all your firm's investment strategies.
Please provide the following attachments:
- Latest factsheets
- Prospectus
- Research papers
- Other relevant materials
Drop files here or
Max. file size: 50 MB.

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