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