THE TMX GROUP AWARD FOR BEST ACTIVE MANAGER – EXCHANGE TRADED DERIVATIVES


 

Description

This award recognizes the advisor who has displayed excellence and actively implemented Canadian exchanged-traded derivatives in their book of business over the last 12 months.

 

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:

must be a portfolio/discretionary manager (in the advisor channel or the private discretionary division)

must be an advisor that has actively implemented Canadian exchanged-traded derivatives (options and/or) in their book of business in the last 12 months

use of derivatives to enhance the risk-adjusted returns of clients

commitment to the education of their clients on exchange-traded derivatives

year over year growth in book volume and revenue contributions

business development

overall client service and relationship management

 

This award brought to you by:

 

WP Awards Sponsor TMX Group

Special thanks to our sponsors

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