Awards

Award​ Categories

For Institutional Investors:

This award recognizes a firm that has made demonstrable progress in the approach towards climate change goals.

Criteria:

  • Clear identification and communication of climate change objectives and description of targeted outcomes;
  • Actionable strategies set by management and integrated into the responsibilities of relevant teams;
  • Processes that have been developed to achieve set objectives and progress made to date;
  • Alignment of climate strategy with investment goals and fiduciary duty to stakeholders.

This award recognizes a team of investment professionals who have been collaborating on innovative approaches to investments.  Examples include (but are not limited to):  introducing/assessing new asset classes or new markets; refining asset mix based on the market conditions, etc.

Criteria:

  • Successful collaboration within team members towards a set goal;
  • Level of innovation the team has taken in achieving the set goal, and challenges overcome as a result of the approach;
  • Impacts and results to the organization brought by the approach.

This award recognizes a firm that has demonstrated outstanding and authentic leadership in their diversity, equity and inclusion practices, within the organization and / or in their engagements with external partners.  Emphasis will be placed on actions from the firm that are aligned commitments to DEI.

Criteria:

  • Clear identification and communication of DEI objectives and description of targeted outcomes within the organization’s human capital management, investment ownership practices and / or inclusion as a key lens in the allocation of capital;
  • Actionable strategies set by management and integrated into the responsibilities of the relevant teams;
  • Demonstrated examples of engaging internal colleagues and / or external partners aligned with DEI objectives.

This award recognizes an individual or a team of professionals within a pension fund who have taken effective approaches in engaging with members and / or clients.

Criteria:

  • Effectiveness of communicating organizational values and objectives with members and / or clients;
  • How the communiations enabled the organization to engage members and develop solutions based on member needs;

This award recognizes an individual or a team of professionals that have taken innovative approaches to managing its investment portfolio, in achieving investment objectives.  Examples can include but are not limited to, introducing newer asset classes or investment ideas, using technological tools in investment processes, redesign investment processes, etc.

Criteria:

  • How the individual or team approaches existing challenges and innovates to meet fiduciary objectives;
  • Level of success in the investment innovation;
  • How the process can be replicated across portfolios to achieve greater impact.

This award recognizes an institutional investor that has demonstrated leadership towards investments aligned with indigenous reconciliation.  Emphasis will be placed on actions from the organization aligned with goals related to indigenous reconciliation.

Criteria:

  • Clear identification and communication of indigenous reconciliation objectives and description of targeted outcomes;
  • Processes that have been developed to achieve set objectives and progress made to date;
  • Alignment of indigenous reconciliation strategy with investment goals and fiduciary duty to stakeholders.

This award recognizes a C-level executive, who has demonstrated outstanding leadership of the organization and / or the team, in achieving organizational goals.

Criteria:

  • The individual must be an executive level, such as CEO, CIO, CFO, etc.;
  • Commitment to inspiring teams to achieve visions and goals;
  • Measurable achievements as a result of the leader’s vision and leadership

This award recognizes an institutional investor firm that has delivered outstanding fiduciary duties to their clients through achieving desired investment objectives, clear communication with their members and clients, and having an effective governance system.

Criteria:

  • Achievement of investment results corresponding to objectives and risk tolerance set by investment policies;
  • Effective governance system in vetting and supporting investment decisions;
  • Regular and effective communications with members and / or clients, on investment approach and results.

This award recognizes an individual who, during her/his career path, has demonstrated constitent leadership and resiliency in various challenging environments.  This individual has been able to contribute to successful outcomes across a variety of lenses – team leadership, the investment organization and / or the future direction of the industry.

Criteria:

  • Identifiable examples for leadership and resilience, noting the individual’s responsibilities and outcoms / impact delivered under changing investment environment;
  • How the individual motivates and leads her / his team to attain outstanding results;
  • Practices that the individual has brought to her / his organization and industry that have lasting impacts.

For Investment Management Firms:

Portfolio Manager Award

This award recognizes one or a team of portfolio manager(s) who have demonstrated outstanding results in managing a private market portfolio of investments on behalf of their organization.

Criteria:

  • How well the portfolio outperformed its benchmark;
  • How the portfolio Manager(s) identify and manage the risks associated with the portfolio;
  • How the process of managing portfolios and risks are repeatable and sustainable

This award recognizes one or a team of portfolio manager(s) who have demonstrated outstanding results in managing a public market portfolio of investments on behalf of their organization.

Criteria:

  • How well the portfolio outperformed its benchmark;
  • How the portfolio Manager(s) identify and manage the risks associated with the portfolio;
  • How the process of managing portfolios and risks are repeatable and sustainable

This award recognizes an investment management firm thaat has made innovtion and progress in the approach towards portfolios that address climate change goals.

Criteria:

  • Clear identification and communication of climate change objectives and description of targeted outcomes;
  • Measurable progress towards targeted goals;
  • Consistent stewardship with portfolio companies in achieving objectives;
  • Alignment of climate strategy with client and industry targets

This award recognizes an investment management firm that has demonstrated outstanding and authentic leadership in their diversity, equity and inclusion practices, within the organization and / or in their investments.  Emphasis will be placed on actions from the firm that are aligned commitments to DEI.

Criteria:

  • Clear identification and communication of DEI objectives and description of targeted outcomes within the organization’s human capital management, investment ownership practices and / or inclusion as a key lens in the allocation of capital;
  • Actionable strategies set by management and integrated into the responsibilities of the relevant teams;
  • Demonstrated examples of engaging internal colleagues and / or investments aligned with DEI objectives.  

This award recognizes an investment management firm that has demonstrated leadership towards investments aligned with indigenous reconciliation.  Emphasis will be placed on actions from the organization aligned with goals related to indigenous reconciliation.

Criteria:

  • Clear identification and communication of indigenous reconciliation objectives and description of targeted outcomes;
  • Processes that have been developed to achieve set objectives and progress made to date;
  • Alignment of indigenous reconciliation strategy with investment goals and fiduciary duty to clients

This award recognizes an investment management firm that has delivered outstanding results to their institutional clients, and consistently helped its clients through complex market environments.

Criteria:

  • Source of innovation to achieve results given the market conditions
  • How the firm demonstrated its commitments towards the best outcome for its clients
  • How the solution / approach achieved its desired objectives
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