NOMINATE RESERVE SEATS

THE ISHARES BY BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR


 

Description

 

This award recognizes the most outstanding portfolio manager in Canada who has displayed excellence over the last 12 months. Eligible nominees are portfolio/discretionary managers (in the advisor channel or the private discretionary division), compensated by clients (not a fund).

 

Portfolio managers may nominate themselves and the WPA team will also consider input from peers and clients. Extra weight will be placed on nominations that come from those in a position to assess a portfolio manager’s performance objectively.

 

Finalists will be invited to provide supporting documentation for submission to the WPA judging panel.

 

When judging this category, the following criteria will be considered:

 

  • must be a portfolio/discretionary manager (in the advisor channel or the private discretionary division)
  • must be compensated by clients (not a fund)
  • year over year growth in book volume and revenue contributions
  • business development
  • overall client service and relationship management
  • value added to the brand represented
  • results achieved by product offerings

 

This award brought to you by:

 

iShares wpa partners

 

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