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