2026-08-11

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Management Quality Rating Methodology for Investment Advisors

VIS Credit Rating Company Limited reviews its Management Quality Rating methodology for Investment Advisors, retaining the fundamental criteria from the January 2025 version. The methodology assesses entities providing investment advisory services using a rating scale appended with the suffix (IA). Evaluation factors include management and governance practices, investment processes, self-regulation, and quantitative analysis of performance, assets under management, and financial strength. The assessment incorporates ESG considerations and emphasizes transparency, risk management, and the segregation of duties within the organization.

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