weight) Fund Style Analysis Performance-based Holding-based Transaction-based For today presentation, domestic equity funds are studied in 2 areas. Active Management Style Fund Similarity Market/Index
sector at the end of the year was restricted again and decrease of consumer’s confidence accordingly. As of February 28, 2021, the Company’s total cards reached 9.19 million cards, including 2.95 million
sector at the end of the year was restricted again and decrease of consumer’s confidence accordingly. As of February 28, 2021, the Company’s total cards reached 9.19 million cards, including 2.95 million
ETFs17. 3. The Hong Kong Covered Fund must not be money market funds, hedge funds, fund of hedge funds, structured funds, listed open-ended funds (also known as active ETFs) and closed-ended funds, in
Positive Tilts ESG Themed Bonds Active Stewardship Positive Impact Active focus on best-in-class* issuers with lower ESG risk intensity issuers are identified by our analysts based on track record and
analysis and decision-making processes 2 We will be active owners and incorporate ESG issues into our ownership policies and practices. 3 We will seek appropriate disclosure on ESG issues by the entities in
(passive management/index tracking) − aiming to achieve higher performance than the benchmarks (active management) − aiming to achieve performance relative to those of the master fund (passive management
performance by tracking the benchmarks (passive management/index tracking) − aiming to achieve higher performance than the benchmarks (active management) − aiming to achieve performance relative to those of the
conflicts of interest and prioritise advancing the best interest of clients. Principle 3: Make informed investment decisions and engage in active ongoing monitoring of investee companies. Principle 4: Apply
interest of our members. Principle 3: Oversee asset managers to make informed investment decisions and engage in active ongoing monitoring of investee companies. Investment decisions should take into account