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