JUDGING SCORECARD - HOUSE: EQUITY

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JUDGING SCORECARD - HOUSE: EQUITY

Please rate the strategy's Investment Process capability by their strength:
AmbiguousNot ReallySomewhatQuite GoodExcellent
The philosophy is appropriate for target investors
The process and styles are consistently applied
The team takes accountability for style drifts seriously
Has a solid ESG integration process
ESG is considered a material impact for investment and divestment consequences
Comments for investment philosophy, style & process
Strengths
Areas for Improvements
Please rate the strategy's Investment and Divestment Discipline below:
AmbiguousPoorAcceptableSomewhat RobustExtremely Robust
ESG factors and characteristics
Portfolio weights are made in line with objectives
Liquidity is taken seriously for normal and stressed market conditions
The rationale behind selection and divestment decisions
Research resources and depth
Comments for investment and divestment discipline
Strengths
Areas for Improvements
Please rate the strategy's Risk Management performance below:
AmbiguousNot ReallyAcceptableVery GoodExtremely Robust
Risk management is closely integrated into the investment process
Performance is achieved without taking on additional risks
Risk management is taken seriously firm-wise from top down to within each team
Conditions are imposed on investor limit and diversification
ESG as an integral part of risk and portfolio management
Comments for risk management performance
Strengths
Areas for Improvements
Please rate the strategy's Stewardship and Investor Protection quality below:
AmbiguousNot ReallyAcceptableVery GoodExtremely Robust
Investor protection is closely integrated into the investment process
The team takes accountability, integrity, transparency seriously
The team takes an active approach for investees engagement and monitoring
Has a comprehensive Disclosure policy for Engagement and Voting
Is a good steward and takes responsible shareholding and active ownership seriously
Comments for investor protection and stewardship
Strengths
Areas for Improvements
Please 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 Robust
The firm takes responsible investing and transparency seriously
The firm has a robust governance oversight and implementation
The company embraces risk management addressing all fronts
The firm is growing healthily from organic AUM acqusition and investment gains
The firm undertakes Voting and Engagement Disclosure open and transparent
Comments for corporate quality and strength
Strengths
Areas for Improvements
All factors considered, how would you rate this investment strategy and its execution? Please score below: (0: lowest; 10: highest)
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