PortfolioMetrix has recently received the honour of being shortlisted for two prestigious awards at the upcoming Portfolio Adviser 2023 Wealth Partnership Awards. We have been recognised for:
- Client Services Team of the Year: this recognition underscores our commitment to providing exceptional service and support to our adviser partners and their clients.
- Best ESG Advocate: we are seasoned veterans of the ESG space having run ESG dedicated portfolios for 7 years. Our nomination in this category reflects our ongoing efforts to promote sustainable and responsible investment practices.
We have to wait til November 28th to find out if we won but, whatever happens, these short-listings are a great reflection of two things that we care deeply about; Client Services & Responsible Investing. Well done to all the team at PMX!
