JUDGING SCORECARD - HOUSE: EQUITY "*" indicates required fields TID* Juror ID* JUDGING SCORECARD - HOUSE: EQUITYPillar 1. Investment Process: To examine the principles and the team’s investment style and consistencies, accountability, and investor alignmentPlease rate the strategy's Investment Process capability by their strength:AmbiguousNot ReallySomewhatQuite GoodExcellentThe philosophy is appropriate for target investorsThe process and styles are consistently appliedThe team takes accountability for style drifts seriouslyHas a solid ESG integration processESG is considered a material impact for investment and divestment consequencesComments for investment philosophy, style & processStrengthsAreas for ImprovementsPillar 2. Portfolio construction: To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resourcesPlease rate the strategy's Investment and Divestment Discipline below:AmbiguousPoorAcceptableSomewhat RobustExtremely RobustESG factors and characteristicsPortfolio weights are made in line with objectivesLiquidity is taken seriously for normal and stressed market conditionsThe rationale behind selection and divestment decisionsResearch resources and depthComments for investment and divestment disciplineStrengthsAreas for ImprovementsPillar 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.Please rate the strategy's Risk Management performance below:AmbiguousNot ReallyAcceptableVery GoodExtremely RobustRisk management is closely integrated into the investment processPerformance is achieved without taking on additional risksRisk management is taken seriously firm-wise from top down to within each teamConditions are imposed on investor limit and diversificationESG as an integral part of risk and portfolio managementComments for risk management performanceStrengthsAreas for ImprovementsPillar 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 disclosuresPlease rate the strategy's Stewardship and Investor Protection quality below:AmbiguousNot ReallyAcceptableVery GoodExtremely RobustInvestor protection is closely integrated into the investment processThe team takes accountability, integrity, transparency seriouslyThe team takes an active approach for investees engagement and monitoringHas a comprehensive Disclosure policy for Engagement and VotingIs a good steward and takes responsible shareholding and active ownership seriouslyComments for investor protection and stewardshipStrengthsAreas for ImprovementsPillar 5. Corporate Quality: To examine the company's commitment to responsible stewardship while ensuring healthy and sustainable growthPlease rate the Corporate Quality and Strength below. If you have rated this pillar for the same company before, you may skip this section.AmbiguousNot ReallyAcceptableVery GoodExtremely RobustThe firm takes responsible investing and transparency seriouslyThe firm has a robust governance oversight and implementationThe company embraces risk management addressing all frontsThe firm is growing healthily from organic AUM acqusition and investment gainsThe firm undertakes Voting and Engagement Disclosure open and transparentComments for corporate quality and strengthStrengthsAreas for ImprovementsPlease give an Overall Score below:All factors considered, how would you rate this investment strategy and its execution? Please score below: (0: lowest; 10: highest)12345678910Overall commentIf you would like to receive a copy of your scorecard, please enter your email below: