ADVISOR OF THE YEAR – RESPONSIBLE INVESTMENTS


 

Description

This award recognizes the advisor who has displayed excellence over the last 12 months in socially responsible investments. 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 responsible investment opportunities for their clients portfolios

Communicate the allocation of ESG/socially responsible strategies within book of business.

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

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

Special thanks to our sponsors

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