永續獎
在這個管理兆元資產的產業中，投資經理人的決策每天都直接或間接地影響著無數人的生活、環境與整體社會結構。永續獎旨在評估基金經理人對中長期環境、社會與公司治理（ESG）風險與機會的管理能力。ESG現已成為共同基金與ETF展現永續實踐的重要主流指標。我們希望表彰能兼顧永續影響力與創造績效價值的基金策略與資產管理業者。
協辦單位
評選方法
評審將評估基金與歐盟SFDR第8條及第9條監管技術標準的一致性程度。參賽單位所提交的基金，將由BlueOnion藍傲出具獨立的ESG及關鍵永續指標報告，以展現基金層面的ESG評分、風險排名及評等方面的實踐表現，同時比對其與《巴黎協定》溫控目標的一致性，並與同業進行比較。
評審將依據基金與歐盟SFDR第8條及第9條永續影響相關技術標準的一致程度進行評分。參賽單位所提交的基金，將由BlueOnion出具獨立的ESG及關鍵永續指標報告，以展現基金在ESG評分、風險排名與評等，以及與《巴黎協定》溫控目標的契合度，並與同業進行比較。
每個獎項類別皆可登記多檔基金，每檔基金需分別填寫一份參賽表格。
參賽基金須符合下列條件：
✓ 影響力主題大獎：須具備至少三年操作實績
✓ 永續發展獎相關類別：須具備至少一年操作實績✓ 擁有ISIN code
✓ 必須提供基金公開說明書或基金月報
每個類別可提交多檔基金，惟每檔基金須分別申請。參賽策略無需取得主辦國法規核准，基金型態可為 UCITS、SICAV 等。
評估期間為2024年1月1日至2024年12月31日。
在相同類別中，得分最高的公司將榮獲同級最佳獎 (BEST-IN-CLASS)名銜，其後至多有兩名總分與之差距少於5％之參賽者將獲授傑出表現獎 (OUTSTANDING ACHIEVER)名銜。
第一步: 確認參賽的基金策略和適用的獎項類別，並完成線上報名。
第二步: 填寫獎項盡職審查問卷(DDQ)及提交參獎策略相關材料，在咨詢我們由私人銀行和零售銀行把關人、家族辦公室和機構投資者以及少數獨立顧問和研究人員組成 的70-80 買方評審小組後，我們設計了一套評分系統，問卷包含多選題與案例問答題。
為多個國家/地區提交材料
若您在多個地區參加同一類別（例如同一檔全球固定收益策略同時報名香港、新加坡及台灣），可沿用相同的資料、文件及旗艦基金內容。不過，每個地區仍需分別完成報名程序。請先於首個地區提交所有資料及文件，隨後於其他地區填寫相關的報名資料時，輸入首個區域的報名編號（Submission ID）。
同一基金策略申請多個獎項類別
不同投資策略將由不同評審小組獨立評分，請確保每項策略獨立提交報名資料，各策略需分別填報（第五指標「公司實力」只需提交一次，適用於所有報名策略）。請勿以同一報名資料代表多個不同策略。
合併類別
為確保獎項競爭與品質，若某類別參賽基金少於三檔，主辦單位有權將該類別合併至同類型的其他大類別，恕不另行通知。
Awards Categories and Criteria
Sustainability Awards
The Sustainability Awards welcome firms who believe in their managers' ability to manage medium- to long-term environmental, social, and governance (ESG) risks and opportunities. These categories allow Mutual Funds and ETFs to show off their walking the talks of their sustainability practices. We continue to recognize the funds driving the most sustainable impact while generating shareholders' value.
The ESG Integration Award recognizes investment management companies that demonstrate commitments to integrate ESG into their investment decision-making throughout the investment process for the entire suites of their products and investment activities. It reinforces ESG's role in Long-Term Value Creation.
Categories available for pitching:
-
Best Equity ESG Integration
-
Best Fixed Income ESG Integration
-
Best Multi-Assets ESG Integration
-
Best Alternative ESG Integration
Judges will be looking for qualities in the:
-
Systematic approach: innovative approaches to applying environmental, social, and governance (ESG) analysis to the funds being managed across the board, despite the sectors, countries, and asset classes
-
Alignment level with the EU's SFDR Article 8 regulatory technical standard for ESG integration
-
Buy-in of the team and implementation: how multiple units come to a consensus for the performance across the board
-
Disclosure: disclosed policies and procedures for integrating ESG information and metrics into the investment process communicated to investee companies
-
Execution: resources, constraints, and timeline management
-
Outcomes: How are results measured?
Judges will also evaluate the fund based on the alignment level with the EU's SFDR Article 8 regulatory technical standard for ESG integration.
An independent ESG and critical sustainability metrics report of the funds submitted by the candidates will be drawn from BlueOnion to demonstrate the walking the talks of the funds' ESG scoring, Risk ranking, and rating, as well as the Paris Agreement's Temperature alignment against their peers.
-
This award recognizes fund houses putting the welfare of the beneficiaries at the forefront. This award is given to the fund houses that embrace Responsible Investing and practice Active Ownership and integrate ESG into their ownership policies and practices while driving positive real-world goals. Apart from illustrating their collaborative engagement initiatives with the investees, they prioritize outcomes at the society/economy-wide scales, such as addressing climate change and corruption, rather than purely focusing on pure risks and returns of the holdings in the portfolio.
Judges will be looking for qualities in:
-
the foundation of the practical stewardship principles
-
ongoing development and implementation of the stewardship policies
-
monitoring and assessment techniques of investee companies
-
the collaboration goals and engagement principles with investee companies and investors
-
how voting rights are exercised
how ESG is promoted as long-term value creation -
level of transparency, disclosure, and reporting
Multiple funds of the candidates will be drawn randomly from BlueOnion* to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Transparency Award recognizes investment management companies that demonstrate commitment to disclosing the firm's and their investment portfolios' climate-related financial risks and how their existing processes support their investment decisions.
Judges will also evaluate the house based on the level of disclosure under the TCFD guideline of the four pillars of Governance, Strategy, Goals & Metrics, and Risk Management, and the other 11 metrics associated with the four pillars.
Judges will be looking for qualities in the:
-
TCFD Report from the last reporting cycle
-
Additional voluntary disclosures beyond regulatory requirement
-
Percentage of companies in the constituents that are aligned with the disclosures of the four pillars and 11 topics and their qualities of disclosure
-
Policies and procedures disclosed for strategies tackling physical and transition risks described in the reporting, and the goals and metrics set for achievement
BlueOnion* will provide an independent TCFD alignment report for the fund to assist the jurors with the assessment. The information will reveal the underlying companies of the constituents that are aligned with the disclosure requirement based on five levels: Basic, Foundation, Core, Enhanced, and Unaligned.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Climate Risk Management Award recognizes an investment house that identifies, assesses, and manages climate-related risks as part of the core risk management protocol.
Judges will be looking at the approaches of the firm to manage climate-related risks and opportunities:
-
How the manager engages with the investees to set climate-risk metrics and encourage sustainable practices in their operations, and the same goes for fixed-income houses, their collaborative and collective engagement
-
How the manager's risk management teams integrate traditional investment processes to monitor counterparty and credit risks
-
How the team uses carbon-related and climate risk metrics to enable a deeper financial analysis of potential risks during security selection
-
What are the metrics being used for risk mitigation?
-
The paths the manager has taken before divestment and the stakeholder's protection.
BlueOnion* will provide independent Risk Scores for the funds managed by the manager randomly chosen to assist the jurors with the assessment. The information will reveal the underlying companies of the constituents that are aligned with the overall ESG, a standalone Environmental, Social, and Governance Risk Score, and the Carbon Risk Score.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Climate Governance Award recognizes an investment house with apparent board oversight and management's role in assessing and managing climate-related risks and opportunities.
Judges will be looking at the approaches of the firm to governance in climate-related risks and opportunities:
-
How the board has laid out the policies and defined clear responsibilities between the board and the management involvement and the risks articulation to include fiduciary duties, risk mitigation, etc.
-
How a consensus comes about for board-approved policies, goals, and target setting and how progress is measured and reported
-
The strategies and activities for upskilling internal skill sets and expertise, linkage to corporate strategy, and capacity building for senior management to the most junior personnel
BlueOnion* will provide independent Environmental Commitment scores for the funds randomly chosen from the investment firm to assist the jurors with the assessment.
The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their public pledges to Renewable
Energy Usage Target, Sustainability Integration, Air Emissions Reduction, Ensuring Environmental Protection, Biodiversity Protection Targets, Hazardous Waste Reduction, and Water Strategy
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Climate Strategy Award recognizes an investment house with the best strategy to tack actual and potential impacts of climate-related risks and opportunities on both the organization and their investment portfolio levels.
Judges will be looking at the approaches of the firm strategy development in climate-related risks and opportunities:
-
How objectives are set to promote stewardship and encourage investees for climate strategy development
-
How the managers are capturing green investment opportunities while targeting to reduce the carbon footprint and mitigate exposure to carbon-intensive assets
-
How is the process of identifying and mitigating the portfolios' transition and physical risks and the percentages of exposures to both dangers, and the divestment/re-weighting of holdings to reduce exposure to stranded assets
-
What impact do the firm's portfolios have on climate change – the 1.5°C or 2.0°C scenario compared to the benchmark?
-
What are the firm's scenario analysis and stress testing helping to value the assets at risk
-
BlueOnion* will provide independent reporting on Carbon Exposures for the funds randomly chosen from the investment firm to assist the jurors with the assessment.
The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their exposures in Stranded Assets, Country Risk, Carbon Footprint, Scope 1&2 emissions, water withdrawal and toxic waste production, and the Temperature Alignment of 1.5°C or 2.0°C scenario.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
Awards Categories and Criteria
Passive Managers
The Passive Managers Awards welcome firms who believe in their managers' ability to manage medium- to long-term environmental, social, and governance (ESG) risks and opportunities. These categories allow Mutual Funds and ETFs to show off their walking the talks of their sustainability practices. We continue to recognize the funds driving the most sustainable impact while generating shareholders' value.
Our impact thematic categories for passive strategies are targeted at positively impacting the world while making respectable risk-adjusted returns. Judges will look for your competitive proposition on the impact investment negative and positive impact, the progress towards achieving those goals, the scale of the investments vs. the impact terms created, and how the effect contributes to society/economy-wide solutions.
Categories for 2023:
-
Alternative Energy
-
Carbon Reduction
-
Circular Economy
-
Ecosystem Regeneration
-
Energy Transition
-
Environmental Impact
-
Food and Nutrition
-
GSS Bond
-
Natural Resources
-
Regenerative Agriculture
-
Social Impact
-
Sustainable Living
-
Sustainable Planet/World
-
Waste management
-
Water Focused
An independent ESG and key sustainability metrics report of the funds submitted by the candidates will be drawn from BlueOnion* to demonstrate the walking the talks of the ETF providers' ESG scoring, Risk ranking and rating, as well as the Paris Agreement's Temperature alignment against their peers. You can enter more than one fund for each category by registering under a separate entry.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 73 countries.
-
The ESG Integration Award recognizes investment management companies that demonstrate commitments to integrate ESG into their investment decision-making throughout the investment process for the entire suites of their products, investment activities and reinforces ESG’s role in Long-Term Value Creation.
Judges will be looking for qualities in:
-
the systematic approach: innovative approaches to applying environmental, social, and governance (ESG) analysis to the funds being managed across the board, despite the sectors, countries, and asset classes
-
the team buy-in and implementation: how multiple teams come to a consensus for the performance across the board
-
disclosure: disclosed policies and procedures for integrating ESG information and metrics into the investment process communicated to investee companies
-
execution: resources, constraints, and timeline management
-
outcomes: How are results measured the key learnings from this approach
Multiple funds of the candidates will be drawn randomly from BlueOnion to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.
*BlueOnion is Benchmark’s disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
Many ETF providers provide excuses for not exercising proper stewardship owing to the nature of being “passive". This award recognizes ETF providers for putting the welfare of the beneficiaries at the forefront, and those who believe in Passive Managers having an Active Voice – who practice responsible Investing and active ownership and integrate ESG into their ownership policies and practices while driving positive real-world goals. Apart from illustrating their collaborative engagement initiatives with the investees, they prioritize outcomes at the society/economy-wide scales, such as addressing climate change and corruption, rather than purely focusing on pure risks and returns of the holdings in the portfolio.
Judges will be looking for qualities in:
-
the foundation of the practical stewardship principles
-
ongoing development and implementation of the stewardship policies
-
monitoring and assessment techniques of investee companies
-
the collaboration goals and engagement principles with investee companies and investors
-
how voting rights are exercised
-
how ESG is promoted as long-term value creation
-
level of transparency, disclosure, and reporting
Multiple funds of the candidates will be drawn randomly from BlueOnion to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Transparency Award recognizes ETF Issuers that demonstrate commitment to disclosing the firm's and their investment portfolios' climate-related financial risks and how their existing processes support their investment decisions.
Judges will be looking for qualities in the:
-
TCFD Report from the last reporting cycle
-
Additional voluntary disclosures beyond regulatory requirement
-
Percentage of companies in the constituents that are aligned with the disclosures of the four pillars and 11 topics and their qualities of disclosure
-
Policies and procedures disclosed for strategies tackling physical and transition risks described in the reporting, and the goals and metrics set for achievement
Judges will also evaluate the house based on the level of disclosure under the TCFD guideline of the four pillars of Governance, Strategy, Goals & Metrics, and Risk Management, and the other 11 metrics associated with the four pillars.
* BlueOnion will provide an independent TCFD alignment report for the fund to assist the jurors with the assessment. The information will reveal the underlying companies of the constituents that are aligned with the disclosure requirement based on five levels: Basic, Foundation, Core, Enhanced, and Unaligned.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Climate Risk Management Award recognizes ETF Issuers that identify, assess, and manages climate-related risks as part of the core risk management protocol.
Judges will be looking at the approaches of the firm to manage climate-related risks and opportunities:
-
How the manager engages with the investees to set climate-risk metrics and encourage sustainable practices in their operations, and the same goes for fixed-income houses, their collaborative and collective engagement
-
How the manager's risk management teams integrate traditional investment processes to monitor counterparty and credit risks
-
How the team uses carbon-related and climate risk metrics to enable a deeper financial analysis of potential risks during security selection
-
What are the metrics being used for risk mitigation?
-
The paths the manager has taken before divestment and the stakeholder's protection.
* BlueOnion will provide independent Risk Scores for the funds managed by the manager randomly chosen to assist the jurors with the assessment. The information will reveal the underlying companies of the constituents that are aligned with the overall ESG, a standalone Environmental, Social, and Governance Risk Score, and the Carbon Risk Score.
* BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
The Climate Governance Award recognizes ETF Issuers with apparent board oversight and management's role in assessing and managing climate-related risks and opportunities.
Judges will be looking at the approaches of the firm to governance in climate-related risks and opportunities:
How the board has laid out the policies and defined clear responsibilities between the board and the management involvement and the risks articulation to include fiduciary duties, risk mitigation, etc.
How a consensus comes about for board-approved policies, goals, and target setting and how progress is measured and reported
The strategies and activities for upskilling internal skill sets and expertise, linkage to corporate strategy, and capacity building for senior management to the most junior personnel
* BlueOnion will provide independent Environmental Commitment scores for the funds randomly chosen from the investment firm to assist the jurors with the assessment.
The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their public pledges to Renewable Energy Usage Target, Sustainability Integration, Air Emissions Reduction, Ensuring Environmental Protection, Biodiversity Protection Targets, Hazardous Waste Reduction, and Water Strategy
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
The Climate Strategy Award recognizes an investment house with the best strategy to tack actual and potential impacts of climate-related risks and opportunities on both the organization and their investment portfolio levels.
Judges will be looking at the approaches of the firm strategy development in climate-related risks and opportunities:
-
How objectives are set to promote stewardship and encourage investees for climate strategy development
-
How the managers are capturing green investment opportunities while targeting to reduce the carbon footprint and mitigate exposure to carbon-intensive assets
-
How is the process of identifying and mitigating the portfolios' transition and physical risks and the percentages of exposures to both dangers, and the divestment/re-weighting of holdings to reduce exposure to stranded assets
-
What impact do the firm's portfolios have on climate change – the 1.5°C or 2.0°C scenario compared to the benchmark?
-
What are the firm's scenario analysis and stress testing helping to value the assets at risk
BlueOnion* will provide independent reporting on Carbon Exposures for the funds randomly chosen from the investment firm to assist the jurors with the assessment.
The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their exposures in Stranded Assets, Country Risk, Carbon Footprint, Scope 1&2 emissions, water withdrawal and toxic waste production, and the Temperature Alignment of 1.5°C or 2.0°C scenario.
*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.
-
Awards Categories and Criteria
Impact Thematic Awards
Our impact thematic categories for active strategies are targeted at positively impacting the world while making respectable risk-adjusted returns. Judges will look for your competitive proposition on the impact investment negative and positive impact, the progress towards achieving those goals, the scale of the investments vs. the impact terms created, and how the effect contributes to society/economy-wide solutions
-
Alternative Energy
-
Carbon Reduction
-
Circular Economy
-
Ecosystem Regeneration
-
Energy Transition
-
Environmental Impact
-
Food and Nutrition
-
GSS Bond
-
Natural Resources
-
Regenerative Agriculture
-
Social Impact
-
Sustainable Living
-
Sustainable Planet/World
-
Waste management
-
Water Focused
Please note that the final naming of the award category may differ from the list displayed here.
-
獎項類別與評選標準
永續獎
永續獎歡迎具備中長期環境、社會與公司治理（ESG）風險與機會管理能力的資產管理業者參加。這些類別讓共同基金與ETF展現其落實永續實踐的成果。我們希望表彰能兼顧永續影響力與創造績效價值的基金與業者。
適用於主動型與被動型資產管理業者報名
本獎項表彰在有效管理氣候相關風險、積極與利害關係人溝通，以及維持高度資訊透明度方面表現優異的資產管理業者。得獎業者需展現將氣候韌性納入核心投資流程的堅定承諾，確保長期永續投資績效。
評審將審查資產管理業者於氣候相關風險與機會管理的各項作法，包括：
-
基金展現將實體及轉型氣候風險納入投資決策流程，並運用如情境分析等工具進行風險評估。
-
基金積極參與與投資標的公司之對話，推動企業強化氣候韌性，鼓勵企業設定科學基礎減碳目標，採用再生能源等解決方案。
-
基金經理人運用股東會投票權，支持有關氣候議題之股東提案，例如溫室氣體減排目標和強化氣候相關揭露。
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基金定期評估、揭露及呈現碳排放強度下降的具體進展，並提出明確的淨零碳排規劃。
-
基金偏好投資於具備氣候韌性、如再生能源、永續農業、綠色基礎建設等企業及專案。
-
基金有明確的高碳產業曝險管理策略（如化石燃料），並傾向投資於具可信轉型路徑的企業。
-
提供詳盡、易讀且具高度透明度的氣候風險、機會以及與氣候韌性目標對齊的資訊揭露。
-
運用先進的ESG及氣候風險評估工具，發掘機會並降低風險，展現數據導向的投資決策。
-
進行情境分析評估不同氣候變遷情境下的組合韌性，包括與《巴黎協定》1.5°C及2°C目標相符之路徑，並揭露其對基金資產財務及營運面的影響。
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積極參與Climate Action 100+、Net Zero Asset Managers Initiative等投資人倡議及聯盟，推動產業共同強化氣候韌性。
主辦單位將引用BlueOnion平台提供之參賽基金永續分數、風險排名及與《巴黎協定》溫度目標比對結果等獨立第三方ESG與永續指標報告，以驗證參賽基金實際ESG實踐表現。
*BlueOnion藍傲永續分析平台提供涵蓋超過全球4萬家上市公司及30萬檔基金之永續表現，可穿透基金持股標的檢視基金整體永續表現，包括ESG、氣候、國際框架一致性、爭議性與綠色業務參與等多項參考指標。
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適用於主動型與被動型資產管理業者報名
最佳ESG整合獎旨在表彰於所有產品線及投資活動中，於投資決策流程全面落實ESG（環境、社會、公司治理）整合的投信投顧公司。此獎項強調ESG於長期價值創造中的關鍵角色。獎項適用類別：
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最佳股票型基金ESG整合獎
-
最佳債券型基金ESG整合獎
-
最佳多元資產型基金ESG整合獎
評審重點：
-
系統性方法：評審將觀察如何運用創新方法，將ESG分析全面納入旗下所有基金的管理之中，無論投資在任何產業、國家或資產類別。
-
與歐盟SFDR第8條（Article 8）監管技術標準的一致性程度
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團隊共識與協作：評估各部門如何協作推動ESG於全公司之績效表現。
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揭露透明度：審查對於ESG資訊整合政策與流程的對外揭露，並與被投公司溝通。
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執行力：資源配置、限制及時程管理的規劃與落實。
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成果衡量：評估如何衡量ESG整合的實質成效與影響。
主辦單位將引用BlueOnion平台提供之參賽基金永續分數、風險排名及與《巴黎協定》溫度目標比對結果等獨立第三方ESG與永續指標報告，以驗證參賽基金實際ESG實踐表現。
*BlueOnion藍傲永續分析平台提供涵蓋超過全球4萬家上市公司及30萬檔基金之永續表現，可穿透基金持股標的檢視基金整體永續表現，包括ESG、氣候、國際框架一致性、爭議性與綠色業務參與等多項參考指標。-
適用於主動型資產管理業者報名
本獎項旨在表彰推動被投資企業永續發展轉型，獲獎業者需展現積極協助被投企業實現永續發展的堅定承諾。評審將重視以下面向：
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資產管理業者在投資策略上，與歐盟永續分類法「氣候變遷緩解」（CCM）及「氣候變遷調適」（CCA）相關目標的一致性程度
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永續相關報告資訊揭露之品質。
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對被投資公司進行積極治理與議合，推動其採行永續做法的具體證據（例如股東會投票、倡議行動）。
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驗證企業轉型進展，並要求被投資公司引入獨立第三方審查，鼓勵企業設定如科學基礎減碳目標（SBTi）、提出有數據佐證的永續報告。
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監控被投資標的之資本支出（CapEx）與轉型相關指標，特別著重其資本支出計畫是否用於提升能源效率或導入再生能源等永續轉型措施。
透過上述指標，評審將評估資產管理業者如何落實「協助企業永續轉型」的承諾，並以國際規範作為衡量標準。
主辦單位將引用BlueOnion平台隨機抽選多檔參賽業者之基金用以驗證其實際落實成效。
*BlueOnion藍傲永續分析平台提供涵蓋超過全球4萬家上市公司及30萬檔基金之永續表現，可穿透基金持股標的檢視基金整體永續表現，包括ESG、氣候、國際框架一致性、爭議性與綠色業務參與等多項參考指標。
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適用於主動型資產管理業者報名
本獎項旨在表彰將受益人利益置於首位的投信公司。獲獎機構需積極擁抱責任投資理念，實踐積極所有權（Active Ownership），並將ESG因素整合至其持股政策與實務，推動具體正向社會影響，而不僅僅追求投資組合的風險與報酬。此外，參賽業者需說明與被投資企業的協作與議合行動，並強調其對社會/經濟層面（如氣候變遷、反貪腐等）之成果導向，而非僅聚焦於單一績效。
參賽業者需提交PRI報告或盡職治理報告作為參考。
評審重點：
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盡職治理原則的基礎建構
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盡職治理政策的持續發展與落實情形
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對被投資企業之監控與評估機制
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與被投資企業及其他投資人協作與參與的目標與原則
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股東權益（投票權）之行使方式
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如何將ESG作為長期價值創造的推動力量
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資訊透明度、揭露與報告水準
主辦單位將引用BlueOnion平台隨機抽選多檔參賽業者之基金用以驗證其實際落實成效。
*BlueOnion藍傲永續分析平台提供涵蓋超過全球4萬家上市公司及30萬檔基金之永續表現，可穿透基金持股標的檢視基金整體永續表現，包括ESG、氣候、國際框架一致性、爭議性與綠色業務參與等多項參考指標。
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適用於被動型資產管理業者報名
本獎項旨在表彰推動永續實踐並促進低碳經濟相關倡議的資產管理業者。評審將聚焦於創新的指數策略及作法，這些策略能支持減排目標並推動實現SDGs各項目標。
評審將重點關注以下面向：
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ETF將其投資策略與特定永續發展目標相連結，透過精心挑選並追蹤設計以促進永續發展及SDG貢獻。
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ETF聚焦於氣候行動或社會平等等關鍵SDG主題。
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積極與被投企業互動，推動企業與SDGs對齊，包括直接與企業高層對話，鼓勵永續實踐與改進。
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將議合重點放在與SDGs相關領域，如減碳、提升潔淨水資源可及性、節能或採用符合道德的勞工實踐等。
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互動應帶來可衡量的進展，例如企業採納淨零目標（SDG 13）、或實施健全的多元化政策（SDG 5）。
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持續與被投企業互動，追蹤進度並反覆討論以確保承諾落實。
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投票權行使支持與SDGs對齊的決議與政策，例如反對與SDG原則相衝突的董事或公司行為（如過度排放、治理不良、人權侵犯等）。
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積極參與全球倡議，如UN PRI或Climate Action 100+等。
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定期、詳盡地揭露互動情形及SDG影響，並以SDG目標對齊投資組合指標（如歐盟SFDR之分類營收或資本支出）進行報告。
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ETF須對SDG貢獻提供可量化成果，以具體數據展示其成效，例如減少的CO2排放量（SDG 13）、新增的再生能源產能（SDG 7）、或性別多元化提升（SDG 5）等。
主辦單位將引用BlueOnion平台隨機抽選多檔參賽業者之基金用以驗證其實際落實成效。
*BlueOnion藍傲永續分析平台提供涵蓋超過全球4萬家上市公司及30萬檔基金之永續表現，可穿透基金持股標的檢視基金整體永續表現，包括ESG、氣候、國際框架一致性、爭議性與綠色業務參與等多項參考指標。
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適用於主動型與被動型資產管理業者報名
該獎項旨在表彰揭露公司自身及其投資組合，例如氣候相關財務風險，以及說明其現有投資決策流程如何支持其永續承諾的基金公司。評審也將根據永續指引中治理、策略、目標與衡量指標，以及風險管理四大支柱和與這四大支柱相關的其他11項指標，來評估基金公司。
評審將重點關注以下特質：
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上一個揭露週期的永續報告(若無永續報告書之台灣業者可提交氣候風險報告)
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法規要求以外的額外自願性揭露
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成分股公司中符合四大支柱和11項主題揭露的比例，以及其揭露品質
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報告中所描述針對實體和轉型風險的策略所揭露的政策和程序，以及為達成目標所設定的衡量指標和目標
BlueOnion*將為基金提供一份獨立的永續對齊報告，以協助評審進行評估。該資訊將揭示成分股公司根據五個等級（基礎、基石、核心、進階和未對齊）對揭露要求的符合程度。
*BlueOnion藍傲永續分析平台提供涵蓋超過全球4萬家上市公司及30萬檔基金之永續表現，可穿透基金持股標的檢視基金整體永續表現，包括ESG、氣候、國際框架一致性、爭議性與綠色業務參與等多項參考指標。-
獎項類別與評選標準
影響力主題大獎
我們的主題類別（包括主動型和被動型策略）旨在對世界產生正面影響，同時獲取良好的風險調整後報酬。評審將關注您在影響力投資中的競爭優勢，包括正向與負向影響、達成目標的進展、投資規模與所創造影響力的比例，以及這些成效如何為社會或整體經濟帶來解決方案。
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氣候
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水資源
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環境
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社會發展
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永續參與
請留意，最終獎項類別名稱可能與此處顯示的列表不同。
