Table 3

Funding evaluation system

Metrics (non-metric evaluation)Metrics (metrics)
  • [1]

    Asset Management System

    • -

      Adequacy of asset management-related governance

    • -

      Adequacy of dedicated asset management organization

  • [4]

    Asset Management Performance

    • -

      Returns on short-term assets

    • -

      Returns on medium- and long-term assets

    • -

      Risk vs. performance

    • -

      Asset Class Concentration

    • -

      Public visibility efforts

  • [2]

    Asset Management Policy

    • -

      Asset management objectives and asset allocation appropriateness

    • -

      Suitability of Investment Execution Policy

 
  • [3]

    Asset Management Execution

    • -

      Appropriateness of the investment execution process

    • -

      Efficiency in asset management risk management

    • -

      Efficiency in asset management performance management

 

Source(s): Ministry of Economy and Finance, Fund Management Evaluation Guidelines

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