Dear fellow Jurors,
Thank you for offering your precious time in helping to assess the candidates' strategies.
Before Scoring, please read this first:-
- Would you please make sure you have your Judging ID put on each scorecard? Your ID is next to your name on your private portal.
- You are advised to login BlueOnion platform in advance for your convenience to view related ESG materials.
- For the benefit of your time, the candidates you'll be scoring at The Gatekeepers Forum have been shortlisted based on their raw submissions to a lengthy due diligence questionnaire which you can find under the “Raw Submission" tab.
- As always, your written comments, whether pillar by pillar or one overall comment, are highly appreciated and would help the candidates become better.
- Scoring will only be done at The Gatekeeper Forum and will be submitted immediately after the session.
Pillar 1. Agility
To examine the manager's ability to respond to challenging issues quickly and effectively to opportunities and threats
Pillar 2. Style
To examine the manager's ability to stay true to their style and conviction to achieve outstanding outcome
Pillar 3. Leadership
To examine how the manager empower the team and advocating an open platform for innovative ideas
Pillar 4. Stewardship
To examine the manager’s commitment to ESG and the implementation of responsible investing principles
Manager Profile:
Fact Sheets and Reports:
Presenter
James Hu , Managing Director, Senior Portfolio Manager
Income Partners Asset Management (HK)
Category: China Fixed Income
Jurors
- Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
- Belinda Hsieh, Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management , DBS Bank (Hong Kong) Limited
- Paul Smith, CEO, Walencourt Limited
Manager Profile:
Fact Sheets and Reports:
Presenter
Mark Cheng , Head of Fixed Income Investment
Rongtong Global Investment
Category: China Fixed Income
Jurors
- Belinda Hsieh, Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management , DBS Bank (Hong Kong) Limited
- Clement Lai, Chief of Fund Advisory, Hang Seng Bank Limited
- Sally Liang, Data Manager, WealthAsia Group