THE BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR


 

Description

This award recognizes the most outstanding portfolio manager in Canada who has displayed excellence over the last 12 months. Eligible nominees are portfolio/discretionary managers (in the advisor channel or the private discretionary division), compensated by clients (not a fund).

 

Portfolio managers may nominate themselves and the WPA team will also consider input from peers and clients. Extra weight will be placed on nominations that come from those in a position to assess a portfolio manager’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 compensated by clients (not a fund)

year over year growth in book volume and revenue contributions

business development

overall client service and relationship management

value added to the brand represented

results achieved by product offerings

 

This award brought to you by:

 

WP Awards Sponsor BlackRock

Special thanks to our sponsors

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