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2024 Shared Value Award Winners

There’s always heartwarming, mind expanding, strategy exploding work coming through the awards program that re-energises and encourages us all to keep learning and to tighten that strategic focus as we seek out bigger, deeper, more impactful win:wins for business and society. This year was no different. Congratulations to the Winners of the Shared Value Awards 2024!


ADVANCING EQUITY

WINNER

The Financial Wellbeing Collective – Financial Coaching in partnership with Keystart. Designed for early intervention and resetting people’s relationship with money to drive long term financial resilience and wellbeing.

HIGHLY COMMENDED

AIA Australia – Age Well Menopause Program. A collaborative wellbeing program designed to educate and support both women and the medical community to advance wellbeing and return to work outcomes.


CLIMATE AND NATURE SOLUTIONS


WINNER

Conservation Volunteers Australia. Build back nature, one block at a time –  in partnership with Arup and the Bupa Foundation, Conservation Volunteers Australia (CVA) has developed Nature Blocks – a fun, simple, and impactful way to build back biodiversity in urban areas, while creating a community of nature stewards.


ENHANCING THE COMMUNITY


WINNER

Chance Creators Group – social employment. This program creates chances for people who have been impacted by the justice system by providing meaningful employment and wraparound support through two social enterprises: Fruit2Work and Recycle4Change.

HIGHLY COMMENDED

Intrepid Travel – First Nations Tourism Mentoring. This collaborative program empowers First Nations people to seize tourism as a viable business opportunity, meeting the growing demand for authentic experiences while creating economic and social benefits for Aboriginal and Torres Strait Islander communities.


SHARED VALUE BRAVERY – INDIVIDUAL


WINNER

Catherine Fitzpatrick – A champion of dismantling systems of financial abuse, Catherine is a worthy winner. Her collaboratively created “Designed to Disrupt” series exposes how financial products and services can be weaponised for abuse. Within a year of its release, 14 major banks adopted the primary recommendation.


SHARED VALUE BRAVERY – ORGANISATION


WINNER

Impact Square. Based in Korea, this impressive organisation feels like we have found a long lost cousin. An impact accelerator in Asia, dedicated to impact business making a great breakthrough against the fundamental dilemma between impact and economic value of our world.


SHARED VALUE INNOVATION


WINNER

The Energy Charter – Knock to Stay Connected. A national CEO-led collaboration that ensures those most in need receive a face to face discussion and access to hardship options to avoid a possible disconnection. This powerful voluntary program came about through the collaboration of 25 consumer and energy representatives


SHARED VALUE INVESTING


WINNER

Australian Impact Investments. A recognised pioneer in impact investing with over $320m directed to 71 investments. Their Total Impact Portfolio (TIP) Strategy demonstrates that every dollar can be mobilised for positive change without compromising financial goals.

HIGHLY COMMENDED

HOPE Housing. An innovative program aimed at essential workers with a co-investment loan to help buy homes near places of work. Both a pathway for homeownership and a vehicle for institutional investors to focus on this area of the residential market.

HIGHLY COMMENDED

Mutual Trust. This organisation has embedded shared value philosophy into their investment management approach, their investment offering. Their Responsible Investment model portfolio was designed to specifically illustrate the benefits of shared value: so far, delivering market or better returns whilst having positive impact.


PARTNERSHIPS FOR PURPOSE


WINNER

ANZ – Saver Plus Program. This  program brings financial education and matched savings together to build lifelong and life-changing savings habits.  Since 2003, more than 58,000 people have joined the program, together saving more than $29 million and receiving more than $24 million in matched funds from ANZ. Saver Plus was developed by ANZ and the Brotherhood of St Laurence, and it is delivered nationally in partnership with Berry Street and The Smith Family with funding from ANZ and the Australian Government Department of Social Services.


SHARED VALUE PHILANTHROPY


WINNER

Intrepid Foundation – A great way to fuel a shared value agenda, is by aligning your foundation or philanthropic endeavours to your core business.  The Intrepid Foundation is an example of doing just that. By embedding the philanthropic spirit into travel products and educating tour guides to share local stories and activities, the Foundation enhances the traveller experience, allowing them to explore not just the world, but the world of impact and become a donation partner themselves.


SHARED VALUE PROGRAM OF THE YEAR


WINNER

Nan Fung Development Ltd. The ‘Net Positive Lease’ Initiative created by Nan Fung Development Ltd was a finalist in two categories, Innovation and Climate & Nature and was chosen by the judges to receive a “Program of the Year ” award. Reimagining tenant and landlord relationships in ways that create shared value is long overdue. Through well planned collaborations, incentives, carbon tracking and partnering with localised impact partners, the initiative helps its tenants to meet their ESG targets, as well as reducing their own Scope 3 emissions. This is an asset owner leveraging its convening power and role to enable and scale sustainable solutions.

 

Well done to all our finalists, big congratulations to our winners, and thank you to our whole community for ten years of striving for shared value driven outcomes.

Onwards and upwards!