These qualitative awards, supported by quantitative data, will be given to those companies who our independent panel of judges feels are best suited to run client money over the coming years.
The winners will justifiably be able to feel proud of their recognition by the judges of being best placed to manage new client money looking ahead rather than simply being rewarded for past achievements.
The Awards, in association with Enhance Group, cover the following categories:
- Best Cautious portfolio
- Best Balanced portfolio
- Best Aggressive portfolio
- Best Absolute Return portfolio
- Best Innovation
The judging panel is made up of senior individuals from leading financial planners, law firms, accountancy practices, consultancy businesses and trust companies who are all charged with placing private client investment mandates with wealth managers.
The questions below have been designed to acknowledge the most common portfolio styles and this entry form should be very quick and easy to complete.
The deadline for receiving your entries is 04 November, 2013.
ENTRY PROCESS
To enter your portfolio, please answer the questions below and then provide your portfolio details using this proforma (click here to download) – one copy for each portfolio you are entering.
Please then email the completed proforma(s) to Enhance Group at data@enhance.je.
Important Information
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 Group 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 only be seen by Enhance Group, hand-picked staff at Last Word Media and the judging panel only.
Thank you for entering the Awards – and good luck!
Kind regards
Gary Corcoran
Editorial Director, Portfolio Adviser & International Adviser
