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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: amelia.hrabe@incisivemedia.com
Deadline for entries: 9th May
Best Sustainable Educational Content for Investors ** NEW **
Open to written or multimedia content or an initiative aimed at retail/wholesale investors, financial advisers or wealth managers in the UK that are educational or include a call to action on sustainable investment issues. Must have been published/broadcast in the 12 months to 28 February 2025. The judges will consider the reach of the content and the potential impact on investors and the wider investment industry. Open to groups/individuals based in the UK.
Best Sustainable Investment Research Team
Open to research teams based in the UK providing research & analysis on sustainable investment. The judges will consider: strength of team structure and approach; effective use of internal and external research; achievements over the 12 months to 28 February 2025, including the team’s impact over this period.
Best Sustainable Investment Research & Ratings Provider
Open to ratings & research providers helping investors identify suitable sustainable investments. Offering must be available in the UK to retail/wholesale investors or financial advisers or wealth managers. The judges will consider: strength of proposition, processes and methodology; key developments over the past 12 months to 28 February 2025; excellence in responding to changing client needs and client communication.
Best Sustainable Investment Wealth Manager/ DFM Group of the Year
Open to wealth managers and discretionary fund managers based in the UK who can demonstrate excellence in sustainable investing across their firm and client proposition.
Best Sustainable Investment Portfolio Range
Open to wealth managers/DFMs/advisers running sustainable portfolio ranges or solutions for clients, including MPS. Asset managers running single strategy sustainable funds should enter the fund categories below. The oldest portfolio in the range must have a two-year track record at 28 February 2025 to enter.
Best Sustainable Investment Technology and Support Services Provider
Open to technology providers, platforms and support services providers based in the UK who support the sustainable investment industry, sustainable investment propositions or help clients invest sustainably. The judges will consider: strength of proposition; key developments over the past 12 months; excellence in responding to changing client needs.
Best Sustainable Investment Consultancy
Open to consultancies, PR and marketing firms, law firms and compliance firms supporting the sustainable investment industry in the UK. In particular, the judges will consider: strength of proposition; key developments over the past 12 months; impact at firm and/or wider industry level.
Best Sustainable Investment Engagement Group Initiative
Open to investment companies based in the UK who can demonstrate real impact and how they have brought about change at group level through their engagement with a particular company/sector/area of the market. Open to asset managers/wealth managers/consultancies. The initiative must have been launched in the year to 28 February 2025 or significantly enhanced during that period to qualify.
Best Engagement Fund Strategy ** NEW **
Open to individual funds with an engagement objective or who are focused on helping companies improve their sustainability credentials over time. Must be aimed at retail/wholesale investors in the UK. A minimum of a year track record at 28 February 2025.
Group of the Year for ESG Integration
Open to investment companies based in the UK who have products for retail/wholesale investors who can showcase key developments on ESG integration within the past year to 28 February 2025 in particular. They should explain how they are responding to new opportunities and meeting challenges; how they are building their capabilities; effective use of data; how they are championing ESG across the business; and the impact this is having internally and externally.
Sustainable Investment Fund Categories:
Open to funds with a minimum three-year track record on 28 February 2025. 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 28 February 2025; 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.
Open to funds with a minimum three-year track record on 28 February 2025. 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 28 February 2025; 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.
Best Sustainable Global Equity Fund
Open to active funds with a sustainable objective available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025. Only open to funds with a broad global remit or not eligible for entry in other categories. For more specific, geographically-focused funds, please enter other categories where applicable.
Best Sustainable European Equity Fund
Open to active funds with a sustainable objective available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025. Open to funds investing in European equities, including the UK.
Best Sustainable Asia and Emerging Markets Fund
Open to active funds with a sustainable objective available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025. Open to funds investing in Asia, emerging or frontier markets.
Best Sustainable Specialist Fund
Open to active funds with a sustainable objective focusing on a particular specialist area or sector of the market not covered by the other categories. The judges will be looking for strategies focused on a particular sector or theme. Must be available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Best Sustainable Bond Fund
Open to active bond funds with a sustainable objective available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Best Impact Fund
Open to active impact funds available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Best Sustainable Multi-Asset Fund
Open to multi-asset funds with a sustainable objective available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Best Environmental/Climate Change Fund
Open to active environmental/climate change funds available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Best Social Investment Fund ** NEW **
Open to active social investment funds available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Best Sustainable Investment ETF
Open to sustainable investment ETFs available in the UK to retail/wholesale investors. Must have a three-year track record as at 28 February 2025.
Sustainable Investment Newcomer Categories:
Open to funds with track records between one and three years as at 28 February 2025.
Open to funds with track records between one and three years as at 28 February 2025.
Best Newcomer Sustainable Equity Fund
Open to active equity funds with a sustainable objective and between a one-year and three-year track record as at 28 February 2025. Funds with less than a one-year track record at 28 February 2025 should enter the fund launch categories. Funds with a three-year track record and above at 28 February 2025should enter the Sustainable Fund Categories. Must be available in the UK to retail/wholesale investors. Open to funds with a broader sustainable remit as well as strategies focused on specific areas including social impact or biodiversity.
Best Newcomer Sustainable Bond Fund
Open to active bond funds with a sustainable objective and between a one-year and three-year track record as at 28 February 2025. Funds with less than a one-year track record at 28 February 2025 should enter the fund launch categories. Funds with a three-year track record and above at 28 February 2025 should enter the Sustainable Fund Categories. Must be available in the UK to retail/wholesale investors. Open to funds with a broader sustainable remit as well as strategies focused on specific areas including social impact or biodiversity.
Best Newcomer Sustainable Mixed Asset Fund
Open to active mixed asset funds with a sustainable objective and between a one-year and three-year track record as at 28 February 2025. Funds with less than a one-year track record at 28 February 2025 should enter the fund launch categories. Funds with a three-year track record and above at 28 February 2025 should enter the Sustainable Fund Categories. Must be available in the UK to retail/wholesale investors.
Best Newcomer Sustainable ETF
Open to sustainable ETFs with between a one-year and three-year track record as at 28 February 2025. Funds with less than a one-year track record at 28 February 2025 should enter the fund launch categories. Funds with a three-year track record and above at 28 February 2025 should enter the Sustainable Fund Categories. Must be available in the UK to retail/wholesale investors. Must be available in the UK to retail/wholesale investors. Open to funds with a broader sustainable remit as well as strategies focused on specific areas including social impact or biodiversity.
Sustainable Investment Fund Launch Categories:
Open to funds launched in the 12 months to 28 February 2025.
Open to funds launched in the 12 months to 28 February 2025.
Best Sustainable Fund Launch
Open to active sustainable or impact funds available in the UK to retail/wholesale investors. Must have been launched in the 12 months to 28 February 2025 and offer a differentiated proposition for investors. Must be available in the UK to retail/wholesale investors. Open to funds with a broader sustainable remit as well as strategies focused on specific areas including social impact or biodiversity.
Best Sustainable ETF Launch
Open to ETFs available in the UK to retail/wholesale investors. Must have been launched in the 12 months to 28 February 2025 and offer a differentiated proposition for investors. Must be available in the UK to retail/wholesale investors. Open to funds with a broader sustainable remit as well as strategies focused on specific areas including social impact or biodiversity.
Sustainable Investment Group Awards:
Groups may only enter one group category in this section.
Groups may only enter one group category in this section.
Sustainable Investment Fund Management Group of the Year (AUM £20bn or above)
Open to fund groups based in the UK with sustainable products available for retail/wholesale investors. AUM is £20bn or above at 28 February 2025. The judges will be looking for leaders in this space, especially over the past 12 months. They will consider: how groups have built up their team, proposition and expertise in this area and promoted excellence in sustainable investing throughout the company; how they have solved challenges in this area; how they have measured progress and their impact in terms of sustainable investing, including active engagement with companies and utilising voting rights; how they have championed sustainable investing internally, industry-wide and with investors over the past year.
Sustainable Investment Fund Management Group of the Year (AUM under £20bn)
Open to fund groups operating in the UK with sustainable products available for retail/wholesale investors. AUM is under £20bn at 28 February 2025. The judges will be looking for leaders in this space, especially over the past 12 months. They will consider: how groups have built up their team, proposition and expertise in this area and promoted excellence in sustainable investing throughout the company; how they have solved challenges in this area; how they have measured progress and their impact in terms of sustainable investing, including active engagement with companies and utilising voting rights; how they have championed sustainable investing internally, industry-wide and with investors over the past year.
Most Innovative Sustainable ETF Provider
Open to ETF providers operating in the UK with sustainable products available for retail/wholesale investors. The judges will be looking for leaders in this space and those who can demonstrate innovative offerings, especially over the past 12 months. They will consider: how groups have built up their team, proposition and expertise in this area; how they have solved challenges in this area to meet client needs; how they have measured progress and their impact in terms of sustainable investing, including active engagement with companies and voting practices; how they have championed sustainable investing internally, industry-wide and with investors over the past year.
Sustainable Investment Individual Awards:
Rising Star Sustainable Investment Champion of the Year
Open to rising stars who have been in the UK investment industry for five years or under as at 28 February 2025 who have gone above and beyond their job role to make a significant contribution to championing sustainable investing, especially over the past 12 months.
Best Sustainable Investment Wealth Manager/Fund Selector of the Year
Open to individual wealth managers and fund selectors based in the UK who can demonstrate their commitment to sustainable investing especially over the past year, the impact they have had, and excellence in terms of providing a sustainable client proposition.
Outstanding Contribution to the Sustainable Investment Industry
Open for nominations for UK-based individuals who have made a significant contribution to sustainable investing throughout their careers. The judges will consider how they have driven change and the impact they have had, including promoting sustainable investing to investors and their impact at company and/or industry-wide level.