The winners were announced at an in-person awards ceremony in London on 22 September.
Building on their proud 16-year history, these awards are intended to honor portfolio managers, fund providers, research & ratings teams, service providers and individuals who have a key part to play in the evolution of sustainable investing.
These awards have taken on an even greater significance in recent years in identifying groups and individuals who are leading the way in this space.
In particular, our judges this year were looking at developments at product, team or company level and how entries were responding to the demands of a rapidly changing part of the industry.
Groups had to submit an entry to be considered for the awards and entries were judged by a panel of sustainable investing experts drawn from across the industry. You can view the judging panel here.
Depending on the category, award entrants had to provide detailed information to the judging panel to demonstrate their strengths in areas including: three-year performance track record and meeting their sustainable objectives; how they incorporate sustainability considerations into their investment processes; team structure and support; meeting investor needs; wider global impact; client communications and reporting; examples of effective engagement; thought leadership; incorporating new ideas and innovation; and taking the lead on wider industry initiatives.
This year we were pleased to announce a number of new categories including: Best Sustainable Investment Education Initiative; Best Sustainable UK Equity Fund; Best Sustainable European Equity Fund; Best Sustainable Emerging Markets Fund; Best Sustainable Specialist Fund; Best Sustainable Investment Natural Capital Initiative; and Rising Star Sustainable Investment Champion of the Year.
We also presented awards for Most Innovative Sustainable Fund and ETF Launches of the Year and honored the Best Sustainable Fund Management Groups of the Year.
Our first Rising Star Sustainable Investment Champion of the Year Award was presented to Iancu Daramus from Fulcrum Asset Management. The judges wanted to reward a committed sustainability advocate with strong credentials, who has not been afraid to take on new challenges during his shift from industry outsider to insider. His work is increasingly a lynchpin resource for others in the industry.
Finally, the accolade for Outstanding Contribution to the Sustainable Investment Industry was awarded to Elizabeth Haigh from Rathbone Greenbank Investments. The judges wanted to honor her fantastic career over thirty years dedicated to championing ethical and sustainable investing. The judges were impressed with her “wealth of firsts”, including developing the first UK bespoke Ethical Portfolio Service for private clients and the UK’s first ethical VCT. Notably, she has been key to shaping Rathbones’ work in this area, joining the group in 1997 as co-founder of the Ethical Investment Team, and leading the founding of Greenbank in 2004.
For more information on the awards and to see the shortlists, visit the website here.
Winners of the Sustainable Investment Awards 2022
Best Sustainable Investment Thought Leadership Paper
Winner: JO Hambro Capital Management / Regnan – How companies fail at diversity – and why investors should care
Highly commended: Lombard Odier Investment Managers – Designing temperature alignment metrics to invest in net zero: an empirical illustration of best practices
Highly commended: Util – Putting ESG to the test: Measuring the SDG impact of ESG versus non-ESG funds
Best Sustainable Investment Research Team
Winner: Sustainable Investment Research, Strategy & Stewardship (SIRSS), Lombard Odier Investment Managers
Highly commended: Rathbone Greenbank Investments
Best Sustainable Investment Research and Ratings Provider
Highly commended: Morningstar Sustainalytics
Best Sustainable Investment Education Initiative
Winner: Arvella Investments and Fulcrum Asset Management – ESG for Investors
Highly commended: Pacific Asset Management – www.enlightenESG.com
Best Sustainable Investment Natural Capital Initiative
Winner: Revere: a Partnership between Palladium and UK National Parks
Best Sustainable Portfolio Range
Winner: EQ Future Leaders portfolios
Best Sustainable Investment Wealth Manager/DFM Group
Winner: Tribe Impact Capital
Highly commended: EQ Investors
Best Sustainable Investment Support Services Provider
Winner: Morningstar Sustainalytics – Stewardship Services
Best Sustainable Global Equity Fund
Winner: CT Responsible Global Equity Fund
Highly commended: Jupiter Global Sustainable Equities Fund
Best Sustainable UK Equity Fund
Winner: Ninety One UK Sustainable Equity Fund
Best Sustainable European Equity Fund
Winner: Nordea 1 – European Stars Equity Fund
Best Sustainable Emerging Markets Fund
Winner: Wellington Emerging Market Development Fund
Best Sustainable Specialist Fund
Winner: Gresham House Energy Storage Fund plc
Best Sustainable Bond Fund
Winner: RobecoSAM Global SDG Credits Fund
Best Impact Equity Fund
Winner: Wellington Global Impact Fund
Highly commended: Montanaro Better World Fund
Best Sustainable Multi-Asset Fund
Winner: Jupiter Global Ecology Diversified Fund
Best Environmental/Climate Change Fund
Winner: Pictet Global Environmental Opportunities Fund
Highly commended: Ninety One Global Environment Fund
Best Sustainable Fund Range
Winner: Nordea Asset Management ESG STARS Funds
Most Innovative Sustainable Fund Launch
Winner: Foresight Sustainable Forestry Company
Most Innovative Sustainable ETF Launch
Winner: L&G Hydrogen UCITS ETF
Best Sustainable Fund Management Group of the Year (AUM over £50bn)
Best Sustainable Fund Management Group of the Year (AUM under £50bn)
Winner: Impax Asset Management
Highly commended: Liontrust
Rising Star Sustainable Investment Champion of the Year
Winner: Iancu Daramus, Fulcrum Asset Management
Outstanding Contribution to the Sustainable Investment Industry
Winner: Elizabeth Haigh, Rathbone Greenbank Investments