Pathstone has been selected as a finalist in the “Best ESG Investment Offering” and “Best Multi-Family Office $10bn and Over” categories for the 2021 Private Asset Management Awards.x
Click to view the full shortlist from the PAM 2021 Virtual Awards
PRIVATE ASSET MANAGEMENT
2021 Best Multi-Family Office $10bn and Over & Best ESG Investment Offering
Pathstone is a finalist in the Best ESG Investment Offering and Best Multi-Family Office $10bn and Over categories. The winners of the cateogies will be announced at the virtual awards ceremony on February 10, 2021. Our firm purchased a ticket to attend the virtual ceremony, but this has in no way influenced the judges their decision.
Best Multi-Family Office $10bn and Over
These awards are designed to recognize excellence among multi-family offices at different size points, by rewarding firms that have delivered exceptional risk-adjusted returns and client service.
For the performance component, firms should provide return statistics for a range of anonymized client portfolios. Judges will credit both performance over the past year and longer-term performance.
Evidence or examples of excellent client service beyond investment management will also be given credit. Details of programs and how they successfully delivered for clients, and client testimonials, will both be given credit.
Criteria:
• Delivery of client objectives through risk-adjusted performance
• Quality of tax, estate and other services to meet the needs of HNW/UHNW clients
• Top quality client service demonstrate through client testimonial
2021 Best ESG Investment Offering
This award recognizes the private bank, wealth manager or family office that has delivered the most impressive ESG investment solution for clients in the year to July 31, 2020.
Firms should provide evidence of their initiative delivered on all or some of the three pillars of ESG, and how
Firms should provide evidence of the investment and societal value generated by their impact initiative. Merit will be given to firms that can demonstrate how the impact investment offering met client goals to do good with their capital.
Criteria
• Investment program, solution or deal(s) with a measurable and demonstrable positive societal impact.
• Initiative delivered a positive investment outcome for the client(s), or is on track to do so – with performance data to back that up.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate. Click HERE for a full disclosure of the criteria of ranking and other important information.
