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JUDGING SCORECARD - HOUSE: FIXED INCOME
Pillar 1. Investment Process: To examine the principles and the team’s investment style and consistencies, accountability, and investor alignment
Please rate the strategy's Investment Process capability by their strength:
Excellent
Quite Good
Somewhat
Not Really
Comments for investment philosophy, style & process
Strengths
Areas for Improvement
Pillar 2. Portfolio construction: To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resources
Please rate the strategy's Investment and Divestment Discipline below:
Extremely Robust
Somewhat Robust
Acceptable
Poor
Ambiguous
Comments for investment and divestment discipline
Strengths
Areas for Improvement
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.
Please rate the strategy's Risk Management performance below:
Extremely Robust
Very Good
Acceptable
Not Really
Ambiguous
Comments for risk management performance
Strengths
Areas for Improvement
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
Please rate the strategy's Stewardship and Investor Protection quality below:
Extremely Robust
Very Good
Acceptable
Not Really
Ambiguous
Comments for investor protection and stewardship
Strengths
Areas for Improvement
Pillar 5. Corporate Quality: To examine the company's commitment to responsible stewardship while ensuring healthy and sustainable growth
Please rate the Corporate Quality and Strength below. If you have rated this pillar for the same company before, you may skip this section.
Extremely Robust
Very Good
Acceptable
Not Really
Ambiguous
Comments for corporate quality and strength
Strengths
Areas for Improvement
Please 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)
0
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10
Overall comment
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