THE ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS


 

Description

This award recognizes the advisor who has displayed excellence over the last 12 months in alternative solutions, namely investments in asset classes other than stocks, bonds and cash, featuring low correlations to traditional asset classes. Alternative solutions may include equity or fixed income mutual funds using alternative strategies, real estate, infrastructure, commodities, hedge funds, private equity and structured products.

Advisors may nominate themselves and the WPA team will also consider input from peers, clients, advisory heads and networks. Extra weight will be placed on nominations that come from those in a position to assess an advisor’s performance objectively

 

 

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

Knowledge and understanding of alternative investment opportunities for their clients portfolios

Communicate the allocation alternative investment strategies within book of business.

Client retention & relationship strategies & how it sets the advisor apart from competition within alternative investments

Examples of ways that advisor is educating the industry/clientele on alternative strategies

Approach to regulatory compliance

 

This award brought to you by:

 

WP Awards Sponsor ICM

Special thanks to our sponsors

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