ADVISOR OF THE YEAR – RESPONSIBLE INVESTMENTS


 

Description

This award recognizes the advisor who has displayed excellence over the last 12 months in socially responsible investment. 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.

 

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:

overall approach to responsible investing

SRI portfolio growth and performance

year over year growth in book volume and revenue contributions

Raising awareness of SRI

overall client service and relationship management

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