RESERVE SEATS

THE EXCEL FUNDS AWARD FOR GLOBAL ADVISOR OF THE YEAR


 

Description

 

This Award goes to the most oustanding global advisor who has maximized the use of actively managed emerging market investments to enhance the risk-adjusted returns of clients. The Awardee must demonstrate how they showcase these well-designed strategies to their clients.

 

Judges' Criteria

 

  • Unique stock picks, asset allocation and active management strategies into client portfolio
  • Must demonstrate growth of new business generated over the past year
  • Must demonstrate innovative and/or visionary leadership
  • Communicate ways in which this information was presented to their clients and networks
  • Client relationship management strategies

 

This award brought to you by:

 

ExcelFunds wpa partners