Categories

Comprising seven specialist categories, the IPE Transition Awards offer pension funds and other institutional investors the opportunity to measure the success of their transition and net zero strategies, collaborations and initiatives. 

Lead

Outstanding Contribution in Transition Management

This award is for an individual or institution that has made a meaningful contribution to advancing the understanding and/or practice of sustainable finance as it pertains to the mega-trend of climate change. This is about system-level stuff and should ideally have a practical element/output.

Themed

Leadership in Energy Transition
& Net Zero  

Transparency & Communication on Transition Strategies

This award will celebrate an asset owner that can demonstrate integrating the energy transition across a wide range of asset classes. The entry should clarify the strategy, provide examples of energy transition investments (and/or engagement), set out how successful it has been and what potential changes are planned. Quantitative data about energy transition investments in different categories will also be needed.

This award is about authenticity and clarity of public communication to stakeholders about the asset owner’s net zero goals and progress towards those goals. The judges will pay close attention to clarity about the extent to which the contender’s goals go beyond its investment portfolio and if so, what the asset owner’s theory of change is. Discussions distinguishing between investors’ impact and companies’ impact will be valued and closely scrutinised. This could include communication about the investor’s views about boundaries: what can and can’t a company be responsible for versus an investor etc.

Stewardship Campaign & Strategy

Outstanding Contribution to Stewardship

This award is focussed more on the strategy that a pension fund pursues in its approach to stewardship and how this shapes the campaigns that enable it to implement the strategy. The entry should display how the strategy is designed with clear targets and transparency in line with the pension fund’s long-term net zero and overall objectives. It should also highlight how it is designed to influence and shape the net zero and transition commitments of the companies that the pension fund invests in. Details about the use of available data and other benchmarks would strengthen the case.

This award is for a single pension fund investor or group of pension funds for an effort focussed on improving a particular company’s, group of companies’ or public sector actor’s performance on social and environmental matters, especially their net zero, transition and climate risk ambitions. This could cover a company’s operations and/or products or an initiative that succeeds in unlocking better reporting from a company. The entry for this award should explain the nature of the initiative, time scale, challenges and impact. Efforts/initiatives that can point to a wider/sectoral impact will be valued more highly.

Private Markets Investments

Public Markets Investments

This award will celebrate an asset owner that can demonstrate leadership in energy transition-related investments and/or engagement in the private markets. This can include examples of influencing deal structures, adding value to assets etc.

This award will celebrate an asset owner that can demonstrate leadership in energy transition-related investments and/or engagement in the public markets. This could include examples of making or shunning primary investments or engagement with companies. The judges will in particular look out for entries that demonstrate thoughtful integration of energy transition considerations vis-à-vis the fixed income markets.

DEADLINE FOR ENTRIES - Friday, May 10, 2024

(Categories and category names are subject to change)

Entry form 

We use a streamlined but sophisticated online entry system that is divided into five parts.

  1. The first is simply for the category and name of the entrant.
  2. The second collects fundamental data such as the size of your assets and performance figures.
  3. The third is a short text based area known as the Overview and Investment Strategy. This is a 350 - 450 optimum word count text area that asks you to provide a detailed summary of your institution's history, overall objectives and investment strategy. This is a mandatory response to provide the judges with key information about your institution. Bullet points are acceptable but please ensure they contain enough information to give the judges a solid understanding of your organisation.
  4. The fourth part is a longer text based area with an optimum range of 750 - 850 words for your regional entry and any themed awards you wish to take part in.
  5. The fifth is to upload your logo and any other supporting attachments such as graphs and performance tables.

Once the entries are submitted, we invite the judges to review them using the same online system. This involves a 20-point score matrix and follow-up debates, if need be, to declare the winner in each category.

Judges 2024

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