TOP MUTUAL FUND PICKS: How we select funds

Screening & Idea Generation

Due Diligence
Identification We Fund ideas are generated
from the team’s a.Portfolio Manager meetings are
actively screen
conducted to assess relevance and
across a wide a.assessment of
merit of fund strategies
universe of more current 3P
than 87,000 funds to investment trends b.Funds are selected using a
shortlist a subset of a.consideration of proprietary scoring methodology based
the most suitable Standard Chartered on a ‘3P’ framework, evaluating:
funds for each Bank’s ‘House views’ i.People
investment idea ii.Process
iii.Performance

1 2 3

Ongoing
Monitoring & 6 5 4
Review
Top Mutual Fund Communication Committee Approval
picks are
a.Views on Top Mutual Fund a.Recommendations go
thoroughly
Picks are articulated to through a formal approval
reviewed on a
various stakeholders through process with the aim to
regular basis and
email communications, have an additional layer
performance
conference calls and of oversight add
updates are
presentations
communicated remove
monthly to the b.Funds Committee
frontline unanimously decides to
add/remove a fund
recommendation