Submission – Elaboration with examples for shortlisted candidates

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Pillar 1: Investment Approach

1. Please provide an ACTUAL example of how you executed ONE of the following:

Maintained investment style consistency during a particularly challenging time for the portfolio

Incorporating ESG as material consequences to the investment and divestment process

Responded to structural changes in the capital or asset markets to improve risk/returns to investors

Please briefly describe the critical challenge/s, actions taken, results and lessons learned:

Your response should preferably be 500-1000 words.

Pillar 2: Portfolio Management

2. Please provide an ACTUAL example of how you executed ONE of the following:

How you managed portfolio liquidity during a time of market stress. What critical decisions did you make, and what were the rationale and outcome?

How did you manage the risks of a constrained/unconstrained fund during challenging market conditions, and how did these actions align with investors?

How did you integrate climate-related opportunities/risks into the investment/divestment decision-making process, and what is the outcome?

How was a period of relatively high turnover among the portfolio managers or analysts managed, and what was the outcome?

Other areas related to how the portfolio is managed and how does that serve investors' needs?

Please briefly describe the critical challenge/s, actions taken, results and lessons learned:

Your response should preferably be 500-1000 words.

Pillar 3: Performance & Risk Management

3a. Please provide an ACTUAL example of climate-related risk management on how you executed ONE of the following:

Describe the fund’s processes for identifying and assessing climate-related risks.

Describe the fund’s processes for managing climate-related risks.

Describe how processes for identifying, assessing, and managing climate-related risks are integrated into the fund’s overall risk management.

Please briefly describe the critical challenge/s, actions taken, results and lessons learned:

Your response should preferably be 500-1000 words.

3b. Please provide an ACTUAL example of climate-related strategy on how you executed ONE of the following:

Describe the climate-related risks and opportunities the fund has identified over the short, medium, and long term.

Describe the impact of climate related risks and opportunities on the fund’s businesses, strategy, and financial planning

Describe the resilience of the fund’s strategy, taking into consideration different climate-related scenarios, including a 2°C or lower scenario.

Please briefly describe the critical challenge/s, actions taken, results and lessons learned:

Your response should preferably be 500-1000 words.

3c. Please provide an ACTUAL example of how you executed ONE of the following:

What steps did you take in response to the results of your stress test/s?

How did you respond to the maximum drawdown period, and what was the rationale behind the decisions taken?

How did you steer the fund to full recovery after the maximum drawdown?

Please briefly describe the critical challenge/s, actions taken, results and lessons learned:

Your response should preferably be 500-1000 words.

Pillar 4: Stewardship

4. Please provide an ACTUAL example of how you executed ONE of the following:

An investment/divestment/change in security weight resulting from your engagement activities

How your stewardship code/framework/philosophy/methods/approach has, or has, evolved over the years. How do these changes affect investors and the community your firm operates in?

How you've adapted your firm's stewardship practices/approaches for Asia, the rationale behind the adaptation/s and the outcome/s?

Please briefly describe the critical challenge/s, actions taken, results and lessons learned:

Your response should preferably be 500-1000 words.

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Shortlisted Candidates - Elaboration with examples

Pillar 1: Investment Approach

Pillar 2: Portfolio Management

Pillar 3: Performance & Risk Management

Pillar 4: Stewardship

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