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. Investment process
To examine the principles and the team’s investment style and consistencies, accountability, and investor alignment
Pillar 2. Portfolio construction
To examine the portfolio disciplines, liquidity capability, investment/ divestment principles, and research resources
Pillar 3. Performance & Risk
To examine how performances and risks are generated, net returns together with drawdowns and recovery and investor diversification
Pillar 4. Stewardship
To examine the manager’s commitment to engagement and disclosure, responsible shareholding policies, and driving changes for investees
Pillar 5. Corporate Quality
To examine the company's commitment to responsible stewardship while ensuring healthy and sustainable growth
- BEA Union
- BOCHK
- China Asset Management
- E Fund
- First Sentier
- GaoTeng
- HSBC
- Income Partners
- Manulife
- Value Partners
- Yue Xiu
Manager Profile:
Fact Sheets and Reports:
Presenter
Pheona Tsang , Chief Investment Officer, Fixed Income
BEA Union Investment Management
Category: Asia Fixed Income
Jurors
- Alvin Ma, Managing Director, Axiom Investment Management
- Catherine Chen, Founder & CEO , AvantFaire Investment Management Limited
- Wyman Leung, Chief Investment Officer, AMG Financial Group Ltd
- Andrea Webster, Managing Director, Chartwell Capital
Manager Profile:
Fact Sheets and Reports:
Presenter
Serene CAI , Portfolio Manager
China Asset Management (Hong Kong)
Category: Asia Fixed
Jane CAI , Managing Director
Jurors
- Leo Lee, CIO, Grace Harmony (Hong Kong) Limited
- Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
- Colin Low, Head of Investment Research , Wealth Management Alliance
- Stephan Repkow, CEO and Founder, Wealth Management Alliance
- Kenny Chong, Head of Investment services, Wealth Management Alliance
Manager Profile:
Fact Sheets and Reports:
Presenter
Nigel Foo , Head of Asia Fixed Income
First Sentier Investors
Category: Asia Fixed Income & MOY
Jurors
- Mah Ching Cheng, Fund Advisory | Vice President Investment Products and Solutions, UOB Private Bank
- Simon Liu, Senior Investment Manager, St. James’s Place Wealth Management Group
- Peter Ryan-Kane, Founder, PeRK Advisory
Manager Profile:
Fact Sheets and Reports:
Presenter
Wonnie Chu , Managing Director, Fixed Income
GaoTeng Global Asset Management
Category: Asia Fixed Income
Jurors
- Nicholas Leung, Senior Vice President, The Bank of East Asia
- Sally Liang, Data Manager, WealthAsia Group
- Alan Chan, Head of Investment, OCBC Wing Hang Bank
Manager Profile:
Fact Sheets and Reports:
Presenter
Geoffrey Lunt , Director, Senior Investment Specialist, Asia Fixed Income
HSBC Asset Management
Category: Asia Fixed Income, RMB Fixed Income
Jurors
- Greg Hargrave, Principal Consultant, Financial Services Industry, Vividian, Family Office
- Andrea Webster, Managing Director, Chartwell Capital
- Jessica Broomhall, Associate Director, Climate & Sustainability, PwC
Total engagements with Asian issuers on material issues are in the table below. As seen, the level has increased in recent years. While it is the case that the universe has expanded, the number of issuers in the Asia Bond fund numbers around 210 and we are more likely to engage with investee issuers. Therefore the average number of engagements per year per issuer is now closer to 2. This does not include attendance of results presentations, roadshows etc.
|
Year |
2018 |
2019 |
2020 |
|
Total engagements |
408 |
433 |
506 |
Manager Profile:
Fact Sheets and Reports:
Presenter
Suvir Mukhi , Partner, Co-Chief Investment Officer (Asia/EM Strategies) & Senior Portfolio Manager
Income Partners Asset Management (HK)
Category: Manager of the Year – Mutual Funds (Asia Fixed Income); Sustainability – (ESG)
Jurors
- Jessica Broomhall, Associate Director, Climate & Sustainability PwC
- Peter Ryan-Kane, Founder, PeRK Advisory
Manager Profile:
Fact Sheets and Reports:
Presenter
Jason Pang , Senior Director, Client Portfolio Manager, Manulife Investment Management
Manulife Investment Management
Category: Asia Fixed Income (HK & SG)
Other Participants (On-Mute):
Willa Lau
Jurors
- Joanne Murphy, Managing Director, Asia Pacific, CAIA
- Jonathan Wan, Deputy Head of Retail Banking, ICBC (Asia) Limited
- Elsa Pau, CEO of WealthAsia Group