JUDGING SCORECARD - HOUSE: EQUITY
Pillar 1. Investment Process
To examine the principles and the team’s investment style and consistencies, accountability, and investor alignment
Comments for investment philosophy, style & process
Pillar 2. Portfolio construction
To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resources
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.
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
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)