Description

Award of excellence for Outstanding Global Advisor. This award will go to a visionary advisor who has maximized the use of actively managed emerging market investments to enhance the risk-adjusted returns of clients. The outstanding global advisor will demonstrate how they showcase these well-designed strategies to their clients.

Criteria

Judging Criteria include: Stock Picking and Asset Allocation for portfolios in different markets/sectors & communication methods with clients will be considered.

• Nominees to provide information directly relevant to unique stock picks, asset allocation, & active management strategies into client portfolio.
• Provide growth of new business generated over the past year
• Provide examples of how these investments could be seen as innovative and/or visionary.
• Communicate ways in which this information was presented to their clients and networks.
• Share the percentage of their book of business that is exposed to global equities

SORRY
The nomination for this event is now closed.

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