Investing and financing

Entry criteria

This award focuses on the adoption of an integrated approach across core investment and financing processes within financial services organisations. This award is open to lending, insurance, investing, capital markets and FinTech organisations. Joint entries between organisations are also welcome, for example if organisations have worked with external advisors in order to develop or embed the integrated approach.

Examples could include, but are not limited to:

  • A bank, an asset owner or asset manager that has integrated sustainability into its core investment/lending principles, policies and/or strategy.
  • A pension fund or other asset owner which has developed organisation wide approaches to integrate environmental, social and governance considerations into investment mandates.
  • An asset manager that has worked with its clients to shift investment to sustainable businesses, or has developed ways to integrate environmental and social considerations across the whole portfolio.
  • A bank, asset owner or asset manager which has improved the sustainable credentials of its investing or lending function. This could include ethically-led criteria such as businesses that contribute to the local economies they operate in providing local employment, education and infrastructure.
  • A hedge fund focusing on the long-term sustainable impact of investing.

In all cases, it is expected that the approach, is, or has the potential to be, significant to the organisation as a whole, and reflects a methodology that is being integrated across all initiatives, products and services.

This award does not consider individual products or services. Please see our award Building sustainable financial products if your entry is focused on the development of new financial products or services, instead of the adoption of organisation wide approaches.

Entrants must demonstrate

  • That the approach has generated, or is likely to generate, tangible environmental and/or social benefits IN ADDITION TO delivering positive financial outcomes.
  • That the approach is EITHER of a financially significant size to the organisation OR a pilot which, if successful, could be scaled up.
  • That the approach is an example of financial leadership
  • How the organisation is actively working to enable successful adoption and scale. 
  • That the approach is core to the activities of the organisation.

Further information and resources

Entrants are welcome to enter more than one category. Please see below links to previous awards winners and highly commended projects or initiatives. In considering these, please note that categories in previous years were different from this year’s categories and that projects were considered innovative at the time of the attribution of those awards.

Please ensure you have reviewed and understood the Terms and Conditions for the Awards before submitting your entry.

If you have any queries about the categories or awards process, please contact 

2018 Winner: Fonkoze

Based in Haiti, the poorest country in the western hemisphere, Fonkoze, is a micro-finance organization that aims to lift communities out of poverty, through providing loans to mostly female clients, while operating in a financially self-sustaining manner. The aim is to be profit-making rather than profit-seeking. Its loan portfolio reaches 70,000 borrowers and a sister not-for-profit organization providing literacy training and healthcare services.  Read more about the 2018 winners here.

2018 Highly commended: Econet (Cassava) and Steward Bank

Cassava, a subsidiary of Econet is a Zimbabwean telecoms company offering mobile-based banking services. The ability to offer access to further products such as life insurance through a mobile device at affordable rates has brought substantial benefits to the people of Zimbabwe. Econet and Steward Bank have utilised their business skills to effectively segment the market and to deliver positive financial and social impact.  Read more about the 2018 winners here.

  • 2017 winner’s case study (Investing and financing): SARAS is an environmental and social risk management system developed by Banco Pichincha in Ecuador as part of its commitment to sustainable development. It collects and then evaluates data to minimise environmental, social, reputational and credit risks to organisations.