This award recognizes the Investment Advisory team who has distinguished themselves through the successful management of financial assets and who has guided their clients towards the achievement of their objectives in terms of their overall wealth management strategy. It ranks discretionary portfolio managers based on quartile performance over 1, 3 and 5 years plus Sharpe ratio over 3 and 5 years. They have superior performance in both asset growth and performance relative to their peers.
The "Team of the Year" recipient is awarded for well-rounded performance posting superior results in asset growth and portfolio management. The criteria for evaluation are: quality of investment management, asset growth, total assets, portfolio performance (Sharpe ratio), adherence to the Firm's code of ethics and level of social commitment.