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.

 

 

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

Exemplary business development strategies to prospect and retain clients in innovative ways.

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

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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