EuroHedge Awards 2020

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Climate Action

Ecofin's climate action capabilities focuse on the drive to reduce emissions, and includes both the energy transition and waste transition. These businesses span clean conventional categories such as solar, wind, hydro and batteries, in addition to the electrification of transport, energy efficiency, waste-to-value and waste-to-energy.

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Water & Environment

Ecofin's water and environment capabilities seeks to invest in companies across the globe and throughout the water value chain that we believe are in a position to benefit from the pursuit of solving the water supply/demand imbalance.

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Water: A Wave of Opportunity

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Social Impact

Ecofin's social impact capabilities provide essential services to communities, including educational services and healthcare services

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The Sustainability Revolution: What investors should know

The world is aggressively seeking sustainability. While the topic has been around for perhaps a decade, it’s transitioning into a revolution and shepherding an era of conscious capitalism that’s playing out right now across the investment landscape.

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Ecofin in the News

Videos Energy Transition

Ecofin's Sustainability Matters Podcast Episode 5

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Ecofin's Sustainability Matters Podcast Episode 5

Videos Energy Transition

Ecofin's Sustainability Matters Podcast Episode 4

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Ecofin's Sustainability Matters Podcast Episode 5

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Ecofin's Sustainability Matters Podcast Episode 4

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Ecofin's Sustainability Matters Podcast Episode 3

News Climate Action

Senior Portfolio Manager Jean-Hugues de Lamaze shares his top picks for utilities stocks in Forbes Investor Hub

News Energy Transition

Brent Newcomb, Ecofin’s President, shared his thoughts on active management in sustainable investing in Investor Strategy News

News Climate Action

Eileen Fargis joins James Carthew on QuotedData to speak about the Ecofin US Renewables Infrastructure Trust
Sustainability & Impact

As a steward of our clients' capital, we strive to optimize investor returns, while maximizing the measurable impact of their investments, with accountability, transparency and integrity.

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Energy Transition Strategy 2022 Sustainability & Impact Report

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Sustainability Disclosures

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Sustainability Risk and Due Diligence Policies Disclosure

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Ecofin’s Net Zero Initial Disclosure

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^†AWARD CRITERIA

ImpactAsset 50 (IA 50) Review Criteria

The ImpactAssets 50 Review Committee finalizes firms according to a set of criteria developed to ensure that the list includes a diverse set of firms with experience in the field, scale in terms of AUM and investor base, commitment to impact and representing a range of approaches, asset classes and impact areas. Particular consideration will be given to firms that demonstrate a unique strategy, under-represented impact theme and diversity in leadership in view of application pool.

IA 50 Baseline Criteria

$25M AUM
3 year minimum track record minimum
Fund Manager must operate in:
- More than one country
- In a country with significant population; and/or
- In a sizeable region of the United States
Manage assets that are recoverable
Accept US investment
Have demonstrated financial capacity/oversight
Demonstrated significant commitment to social impact and track clear measures of social and/or environmental impact (GIIRS rating, USE IRIS metrics, or other indicators to be determined)

Emeritus Manager Criteria

Minimum of 5 years on the IA 50
Emeritus Managers will be selected based on the size and composition of the application pool

Emerging Impact Manager Criteria

No minimum track record required
No minimum or maximum AUM required
The applicant must meet the other IA 50 baseline criteria as outlined above

Investment Week Criteria

The shortlists for the awards are constructed using scores provided by the AIC, using Morningstar data.

Investment companies need a three-year track record to 30 June 2020 to be included in the main award categories but may be shortlisted in the Best New Issue category (covering the 24-month period to 30 June 2020).

Within each sector, companies have their cumulative fair NAV returns calculated over three discrete periods in sterling terms. Returns over the 12 months to 30 June 2020 are given a 40% weighting, the 12 months to 30 June 2019 are given a 30% weighting, while the 12 months to 30 June 2017 accounts for 20% of the overall score. The final 10% weight is given to the full cumulative NAV return over the three years to 30 June 2020.

These scores are added to give a single score out of 100, the highest of which will be shortlisted for consideration within the various awards sectors.

Shortlisted trusts and their boards will be contacted by Investment Week and asked to submit a questionnaire, which will then be used in the qualitative judging stage.

The judging panel for the awards includes some of the UK’s leading researchers and investors in investment companies, as well as several senior board members with many years’ experience in the industry.

Environmental Finance Criteria

Judging Process: An advisory panel consisting of industry experts chosen for their knowledge, objectivity and credibility along with the Environmental Finance editorial team will review the submitted entry material. Judges score each entry individually and any conflict of interest will be removed, the judge’s score will be confidential.

The Judges’ decision is final and neither Environmental Finance nor the judging panel will enter into any correspondence regarding individual entries and/or award winners.

Winners editorial on the homepage of Environmental Finance website will also be featured in the Environmental Finance Spring print magazine, accompanied by additional editorial and promotion from featured Sustainable Investment Award Winners.

HFM Award Criteria

Inclusion:

The awards are open to all European hedge fund, fund of funds and CTA firms. A link to the entry form will be sent to all eligible managers and contacts on the HFM database. Other interested managers can access the online entry form via this website.

Funds interested in participating in the awards programme must submit all information via the official HFM European Performance Awards 2021 Online Entry Form. Please note that all funds must have submitted a completed entry form to be considered for the awards; incomplete information might lead to disqualification from the entry process.

Please note that the Management Firm, Best billion dollar fund, Diversity and Inclusion and Industry Contribution categories are not open to entries. The shortlist for these categories will be compiled by a panel of industry experts.

Criteria:

Any fund satisfying the following criteria is eligible for the HFM European Performance Awards 2021:

Base of operations: Funds must have their management/advisory company or team based in Europe
Share class: Funds must submit monthly performance data for their USD share class. If unavailable, EUR share class data will be accepted and HFM will convert it to USD.
Assets under management:
- Funds submitting for all categories (apart from newcomer and fund of hedge funds categories) must have a minimum of $25m in AuM as of March 2021.
- Funds submitting for newcomer categories must have a minimum of $10m in AuM as of March 2021.
- Funds submitting for funds of hedge funds categories must have a minimum of $50m in AuM as of March 2021.
Track record:
- Funds entering any of the categories except newcomer, ESG, best digital assets and alternative risk premia must submit a 3-year track record of monthly performance data through March 2021.
- Funds entering the newcomer categories must have a track record of monthly performance data of at least 12 months and less than 36 months (that is between 12 and 35 months) through March 2021.
- Funds entering the ESG, best digital assets and alternative risk premia categories must have a track record of monthly performance data of at least 12 months through March 2021.
- Funds entering the long-term performance (5 years) categories must submit a 5-year track record of monthly performance data through March 2021.

Mutual Fund Industry & ETF Award Methodology

The shortlists and winners are comprised of individuals and firms who submit entries or are nominated via the online submission process, as well as through recommendations from leading market participants. Judges use the submitted application material, as well as any uploaded supplemental information, to determine which firm, individual or product they believe to be the most suitable and deserving winners for each category. Judges have the discretionary power to move nominations into alternative categories that they think may be more suitable.

The asset manager sales, marketing and leadership awards and the fund director awards are adjudicated by a panel of industry experts convened by the Fund Intelligence and Fund Directions editorial teams. The industry judges, who must declare any conflict, contribute their sector expertise to assess the shortlist of candidates and come to a decision on the winners. A separate panel of industry experts judge the ETF categories. Additional information may be obtained at https://www.mutualfundindustryawards.com/home.

ESG Investing Awards Judging Criteria

Awards categories are assessed by a panel of independent judges comprising financial market professionals, academics and independent experts. For each award category there will be a shortlist of nominees from which the judges then choose the winning entrant.

The Citywire Investment Trust Award Criteria

The awards go to investment trusts whose fund managers have delivered the best underlying, risk-adjusted returns in the three years to 31 August.

The HFM EuroHedge Emerging Manager Awards aim to recognise excellence in risk-adjusted and absolute return performance among smaller and emerging manager European hedge funds across a variety of investment strategies and asset sizes.

The Awards are designed to highlight strong performance among the many smaller and newer hedge funds in the European industry – complementing the long-established annual HFM EuroHedge Awards, which have been held every January since 2001.

Nominations are judged according to the same tried-and-tested quantitative methodology that has always been used for the HFM EuroHedge Awards, based on a combination of annualised returns and Sharpe ratios.

The majority of the awards are based on funds’ annualised returns and Sharpe ratios for the 12-month period to the end of June 2021. The minimum fund asset size for inclusion is $20m and the maximum fund asset size is $500m.

In order to qualify for nominations, all funds must have outperformed their relative median index over the relevant time period, they must also be within 10% of their high water marks and their performance data must be listed in the HFM database.

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