The Fund Manager Assessment is weighted on a 200 point scale. Scoring allocation varies according to the fund's Type of Security and Stage of Investment. Below are the weights for the Equity, Quasi-Equity and Long-term Debt track:

Equity, Quasi-Equity Pre-Investment Actively Investing Finished Investing
Targeted for Investment 35% 25% 10%
Historical Performance 30% 40% 100%
Current Fund 70% 60% 0%
Investment Criteria 30% 35% 25%
Positive Impact 100% 100% 100%
Risk Mitigation unweighted unweighted unweighted
Portfolio Management 35% 40% 65%
Mission Lock 25% 25% 25%
Mission Aligned Exit 25% 25% 25%
Portfolio Reporting 25% 25% 25%
Technical Assistance 25% 25% 25%
Back to Top