These qualitative awards, supported by quantitative data, will be awarded to those companies who the independent panel of judges feels is best suited to run client money over the coming years. The winners can justifiably be proud that they are being recognised for being, in the judges’ minds, well placed to manage new client money from today rather than simply being rewarded for past achievements.
The questions below have been designed to award the most common portfolio styles and this entry form should be very quick and easy to complete. You will also need to download this Excel spreadsheet template and fill it in – one spreadsheet for each portfolio you submit – and email it to email@example.com with the subject ‘Portfolio Adviser WM Awards’.
The information submitted will be analysed by Enhance Investment Reporting Ltd, who will provide our judges with independent portfolio analysis to help them make their decisions
Thanks for filling in the form – remember you also have to download this Excel spreadsheet template and fill it in – one spreadsheet for each portfolio you submit – and email it to firstname.lastname@example.org with the Subject ‘Portfolio Adviser WM Awards’
The awards will be open for your submissions from Monday 17 September and will close on Friday 5 October.
By entering a particular category, you agree that the portfolio details submitted are a fair reflection of the performance you have seen of your portfolios in that category. When submitting the name of the portfolio, please verify the source of the data, and confirm that it is either:
– GIPS compliant
– An average of all your portfolios run in that style
– The median of all your portfolios run in that style
– A sample of the portfolios you run in that style
Enhance Investment Reporting will do the due diligence on the portfolios submitted to verify their integrity and will contact you directly should they need to.
The information provided through entering these awards will be seen by Enhance Investment Reporting, hand-picked staff at Portfolio Adviser and the judging panel only.