Shared Value Investing Award

Celebrates investment strategies that deliberately integrate shared value principles at their core. This category recognises investment practices by fund managers, wealth advisers, foundations and corporates that go beyond the investment criteria of traditional asset classes by generating positive social and environmental impact alongside market based financial returns. Pure impact investment without full financial returns are not eligible for this award. Whether through impact investing, sustainable finance, or innovative financial models or dedicated shared value funds, this award honours organisations driving the solution to social problems through the lens of investible capital.

How to apply

You will need to complete the following questions as part of your submission. Please ensure you have all the information required to complete your entry before commencing, as you cannot save your progress. You will also have the option to upload any relevant associated documents.

1. Describe your shared value investment strategy/product?
   Max 800 characters
   (Hint: Tell us what we are judging, an investment strategy, fund, product etc)
2. How do/does your investment product/practices go beyond traditional financial metrics or pure impact plays?
   Max 1000 characters
   (Hint: Evidence that it was purposefully designed to create shared value – value for society and competitive financial returns)
3. Provide evidence of the financial returns created
   Max 1000 characters
   (Hint: We are looking at returns that are at least at market or better).
4. What environmental and/or social impact has been created as a result of your investment initiative?
   Max 1000 characters
   (Hint: If it is in progress – how are you evaluating your social/environmental impact and what early signs to you have that’s going to be successful)
5. Is your investment initiative scalable? If not yet, then what more is needed in order to assess its viability to scale?
   Max 1000 characters
   (Hint: If you have successfully created both societal value and financial value from your initiative then we would expect it to be scalable, so if not please explain why not)

Check out more tips to make a great award submission here.

Once you have prepared the details for your submission, complete your entry below.

Apply Here

Make sure you’ve got all of your material ready for your submission as you cannot save your progress during the application process. Please note that you will be required to pay your award submission fee at completion of your entry (this payment can be made by card or PayPal.

 

Please email supporting documentation to info@sharedvalue.org.au

 

Before submitting your application, please refer to the terms and conditions.