Fund Manager Evaluation Questionnaire Form
Please complete this questionnaire to assess the performance and competencies of the fund manager.
Fund Manager Name
*
Please rate the overall performance of the fund manager.
*
1
2
3
4
5
How effective is the fund manager in communicating with stakeholders?
*
Not Effective
1
2
3
4
Highly Effective
5
1 is Not Effective, 5 is Highly Effective
Please rate the fund manager's risk management practices.
*
Poor
1
2
3
4
Excellent
5
1 is Poor, 5 is Excellent
How clear and transparent is the fund manager regarding investment strategies?
*
Not Clear
1
2
3
4
Very Clear
5
1 is Not Clear, 5 is Very Clear
How well does the fund manager adhere to compliance and regulatory guidelines?
*
Non-Compliant
1
2
3
4
Fully Compliant
5
1 is Non-Compliant, 5 is Fully Compliant
Please rate the fund manager on the following competencies:
*
Rows
Needs Improvement
Satisfactory
Good
Excellent
Analytical Skills
1
2
3
4
Decision Making
5
6
7
8
Responsiveness
9
10
11
12
Ethical Standards
13
14
15
16
What are the fund manager's key strengths?
What areas could the fund manager improve upon?
Would you recommend this fund manager to others?
*
Yes
No
Not Sure
Submit Evaluation
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