ESG Clarity is delighted to announce the winners of the first ever ESG Clarity Awards for the European and UK region.
The winners were recognised at a ceremony at the Ham Yard Hotel in London last night at a celebration of the industry’s finest talent.
All award winners had been subject to a strict judging process. For the fund awards, ESG Clarity‘s data partner MSCI created an initial shortlist of funds based on their ESG research.
For funds to be eligible, the following criteria was to be met:
- Funds must have 12 months of performance history as of the end of March 2022.
- Funds must be domiciled in UK, Ireland or Luxembourg, listed in sterling and be available to UK retail investors.
- Funds must fall into standard universe coverage for MSCI ESG fund ratings, whereby at least 65% of the fund’s gross weight must come from covered securities.
More information on the MSCI fund ESG ratings methodology is available here.
After that, the shortlists were sent to an independent judging panel of fund selectors and researchers who selected their winner. These scores were added together to find the winners.
For the house and initiative based awards, ESG Clarity invited investment firms, teams and individuals to enter their own submissions showcasing their in-house credentials, work within the industry and/or their achievements as a sustainably invested business.
These submissions were then also sent to an independent panel of industry experts and investment professionals, as well as member’s of the Bonhill editorial team, to be scored before finding a winner.
We would like to take this opportunity to thank our judging panel for the time taken to read and research the shortlisted candidates for this inaugural event.
The winners are:
| Category | Winner |
| UK ESG Equity – Active | BMO Responsible UK Equity Fund |
| UK ESG Equity – Passive | Amundi MSCI UK IMI SRI PAB |
| Global ESG Equity – Active | Pictet-Quest Global Sustainable Equities |
| Global ESG Equity – Passive | UBS ETF (LU) MSCI World Socially Responsible UCITS ETF |
| Global ESG Fixed Income – Active | Royal London Global Sustainable Credit Fund |
| Global ESG Fixed Income – Passive | UBS ETF (LU) Bloomberg MSCI Global Liquid Corporates Sustainable UCITS ETF |
| EM ESG Equity – Active | Stewart Investors Global Emerging Markets Sustainability Fund |
| EM ESG Equity – Passive | iShares MSCI EM SRI UCITS ETF |
| Climate Focused Funds | Lombard Odier Funds – Climate Transition |
| Multi Asset | EdenTree Responsible & Sustainable Managed Income Fund |
| Thematics | Pictet-Water |
| Best Diversity / Corporate Culture Initiative | BNP Paribas Asset Management |
| Best Social Initiative | Alquity |
| Best NGO supporting ESG investment services | UKSIF |
| Engagement Award | AllianceBernstein |
| Best Thought Leadership/Research | Morningstar’s ESG research team |
| Most Innovative Fund Launch – Active | Foresight Sustainable Future Themes Fund |
| Most Innovative Fund Launch – Passive | Rize Environmental Impact 100 UCITS ETF |
| Best ESG Platform | Quilter |
| Best ESG Adviser | Thomas & Thomas Ethical Investments |
| Best ESG Wealth Manager | EQ Investors |
| Best ESG Fund House | BMO Global Asset Management |
| ESG Rising Star | Anna Mercer, Square Mile |
| Outstanding Contribution to ESG Investment | My-Linh Ngo, BlueBay Asset Management |
| Editor’s Choice Award | Matt Crossman, Rathbones |
To view the winners of the ESG Clarity Awards Asia click here
