Please note: A fund may only be entered for a maximum of two categories for these awards, providing they meet the category criteria. Funds must also be available for sale in the UK to retail/wholesale investors.
A description for each category can be found below. You can add multiple categories at once to your basket, or you can simply enter one at this stage and log back in to add additional entries if you choose to do so. If you have any questions about our entry process and/or forms, please get in touch: isabella.gahagan@incisivemedia.com
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Sustainable Investment Industry Categories:
Sustainable Investment Fund Categories:
Open to funds with a minimum three-year track record on 31 January 2024. Must be at least £10m in size. Must be available for sale in the UK to retail/wholesale investors. For the fund categories, the judges will consider: performance of the fund against its objectives and benchmark, especially over the past 12 months to 31 January 2024; strength of team and sustainable investment process; meeting investor needs, as well as wider global impact; evolution of the strategy, especially over the past year; engagement record and influence; strength of client reporting and communications.
Sustainable Investment Newcomer Categories:
Open to funds with track records between one and three years as at 31 January 2024
Sustainable Investment Fund Launch Categories:
Open to funds launched in the 12 months to 31 January 2024.
Sustainable Investment Group Awards:
Groups may only enter one group category in this section
Sustainable Investment Individual Awards:
The individual categories are open for nominations. We encourage individuals to nominate themselves or you can be nominated by someone else in the industry.