Portfolio Management Evaluation Criteria

The criteria used by the jury to evaluate the quality of portfolio management are:

• Coherence of the fictitious investor
• Choice of strategies and their consistency with the investor
• Transactions made with regard to the strategies in force
• Portfolio management follow-up according to the mandatory justifications provided
• Quality of additional justifications
• Financial performance achieved in relation to the objectives and profile of the investor
• Learning objectives achieved
• Taking into account the concepts of responsible investment