The judges unanimously recognised this fund for its outstanding performance, innovation, and regional impact. Over the past decade, it has delivered consistently strong returns, demonstrating resilience and excellent asset management. Its pioneering digital experience, including a fully integrated pension dashboard, sets a new standard for transparency. The Next Generation Pension programme uses a life-cycle approach and balanced ETFs to provide cost-effective, age-sensitive solutions, while also enhancing financial literacy in the Baltic region. The combination of strong returns, innovative technology, and participant-focused strategy positions the fund as a market leader

The judges have selected this Swedbank fund for the award due to its combination of strong financial performance, regional leadership, and forward-thinking investment strategy. Delivering solid five-year returns, the fund consistently outperforms the market by 3% per annum, ranking second among its peers. Its early adoption of life cycle investing, integration of ESG and socially responsible investing (SRI) principles, and active support for private equity, venture capital, and local markets demonstrate a commitment to sustainable growth. The fund’s innovative approach, robust alternative investment management, and measurable client benefits justify the judges’ recognition.