About the award:

Newly renamed this year and launched in 2019, this award is open to all AREF Fund Members and is judged by a panel of committee members from AREF's Investor Committee, ESG & II Committee and our FutureGen Committee.

Criteria:

Members are invited to put together a submission for their Fund and answer, in under 1000 words, the following question:

What risks have you experienced in your transition plan to Net Zero Carbon?  Provide examples of how you have addressed them. For example, how are you going above and beyond managing climate risks within your fund(s), to actively achieve net-zero ahead of regulation and how you are innovating in this space?

 

How to apply:

Please send your submission by email, to Clare at cwhyte@aref.org.uk

Deadline:

Entries for 2023 are now closed.

Winner 2023:

Winner:  PATRIZIA Hanover Property Unit Trust

27 Sep 2023

Interview with 2023 Outstanding Fund Achievement Award Winner, Patrizia Hanover Property Unit Trust

Shortlist for 2023:

30 Aug 2023

AREF Annual Awards 2023 - Nominations & Shortlists Announced!

The winning entry:

The winner will be announced at The AREF Annual Dinner in September (link).  The fund manager of the winning submission will also be invited to take part in a 15 minute pre-recorded webcast interview with one of the judges.  This webcast will be distributed to AREF members, including our investor members, via various platforms including the AREF website, in the AREF Newsletter, on AREF's social media platforms and via email. The winner will receive a winners logo to use in the marketing of their Fund.

The judging panel:

This award is being judged by a panel of committee members from AREF's Investor Committee, ESG & II Committee and our FutureGen Committee:

Click here to view the judging panel:

Robert Boag

Robert Boag

Independent consultant

Robert Boag is an independent consultant. He was a portfolio manager within Lothian Pension Fund`s investment team with responsibility for the management and oversight of the indirect property assets within Lothian and other collaborative Funds.

Prior to joining Lothian, Robert was responsible for the strategy and performance of UK Commercial Property Trust, a FTSE 250 listed property investment company managed by Ignis Asset Management.

His professional roots are in UK commercial property asset management where he has worked as property and investment manager with both Scottish Metropolitan and Haslemere Estates.

Robert graduated from the University of Paisley in 1986 with a BSc Degree (with commendation) in Land Economics and gained his IPF Diploma in Property Investment in 2010.

He is a member of the Royal Institution of Chartered Surveyors (RICS) and The Investment Property Forum (IPF).

Jacqui Bungay

Jacqui Bungay

Head of Policy and Company Secretary, AREF

Jacqui is AREF’s Company Secretary and provides policy guidance and secretariat services to AREF’s Board and Management Committee as well as many of AREF's committees and working groups.

Jacqui joined AREF in 2014 after working for over 25 years in fund compliance, client relationships and administration in the trustee and depositary sector.

Dugal Hunt

Dugal Hunt

Director, CBRE Global Investors

Dugal Hunt is a Director within the CBRE Global Investment Partners team with responsibility for client portfolio management and sourcing and undertaking due diligence on investment opportunities.

He has 14 years property industry experience and has 11 years of detailed knowledge and experience of investing in real estate funds in the UK and Continental Europe.  In addition to underwriting new investment opportunities, Dugal has been able to use his industry contacts to actively source investments in existing funds on the secondary market.  He has been successful in negotiating attractive entry pricing in a number secondary market transactions on behalf of clients of GIP.

Dugal joined CB Richard Ellis Investors in March 2004.  Prior to this he has worked at Investment Property Databank on the Portfolio Analysis Service for 3.5 years.  Dugal gathered valuable experience during his time at IPD, understanding and analysing portfolio performance statistics.

Dugal is a member of the investment property forum and he has been approved by the FCA to conduct investment business.  He also holds the Chartered Financial Analyst designation. He is a graduate of University of Bristol with a degree in Geography.

Jonathan Hale

Jonathan Hale

ESG and Sustainability Director, Knight Frank

Jonathan has extensive experience in the field of sustainability. Before he started at Knight Frank he led the ESG and Sustainability advisory services team within the BNP Paribas Real Estate UK division of Property Management.  This involved guiding clients (from C-suite to asset level) on ESG risks & opportunities, coordination of corporate reporting such as GRESB, UNPRI and EPRA sBPR, supporting clients understand how to make progress on Net Zero and in aligning with TCFD requirements. 

Jonathan also oversaw the centralised service line delivery of ESG related projects geared at driving sustainability performance across the client base.  These projects covered portfolio and asset level technical assessments such as sourcing property utilities efficiency opportunities (energy, water, waste & health & wellbeing) as well as due diligence assessments to understand the steps towards guiding landlords on steps to reaching Net Zero on both a portfolio and individual asset basis.  The BNPPRE sustainability team function also supported client requests for assessments to review the most appropriate approach to incorporating themes, certification and reviews associated with health & wellbeing, social value, biodiversity net gain, green travel plans and sustainability building certification.

 

Peter Martin

Peter Martin

Investment Officer, Medical Defence Union

Peter is the Investment Officer for the Medical Defence Union and is a Fellow of the Institute of Actuaries. He is an experienced senior investment professional, has been widely quoted in the investment press and regularly speaks at conferences.

Peter was formerly Head of Manager Research at JLT Employee Benefits and his research specialisms included Bonds, LDI and Property. He has also been a Senior Investment Advisor to pension funds over many years for a wide variety of client and in addition has had experience of being an Independent Trustee.

Peter has been a member of the Society of Pension Professionals (SPP) Investment Committee as well as the Investor Committee of the Association of Real Estate Funds.  He has also been the SPP representative to Debt Management Office quarterly consultation with regard to gilt issuance and End Year consultation with the Commercial Secretary to the Treasury.

Darren Robinson

Darren Robinson

Senior Fund Manager, LaSalle

Darren is a Senior Fund Manager within LaSalle Global Partner Solutions where he is responsible for portfolio management and underwriting investment opportunities. He has over 15 years of experience in the real estate market. Prior to LaSalle’s acquisition of Aviva Investors’ Real Estate Multi-Manager business, Darren was a Fund Manager at Aviva and has managed both separate accounts and open-ended pooled fund vehicles invested across the globe.  Prior to working at Aviva, he worked in direct real estate investment and Research & Strategy at ING Real Estate.

Darren has a BSc in Astrophysics and Astronomy and BSc in Economics and is registered as an Authorised Person by the FCA to conduct investment management activity.

Jack Quinlan

Jack Quinlan

Investment Analyst, Blackrock Investment Management

Jack joined the Alternatives Manager Research team at BlackRock in November 2023. He is responsible for the sourcing, due diligence and monitoring of strategies. Prior to this he spent close to four years at DTZ Investors in the multi manager team, investing in real estate funds in the UK and globally.

He is a graduate of the University of Bristol with a degree in Economics. He holds the Investment Management Certificate and is a level 2 CFA candidate.

 

Terms & Conditions:

  • Papers can be submitted in any format (PDF/Word/Web).
  • Up to three pieces of supporting material can be submitted to accompany your submission {please note, the judges would prefer this together in one PDF, to make it easier to read}.
  • Submissions should be under 1000 words
  • Submissions will be treated confidentially. 
  • The deadline for the submission to be sent to us is TBC.

Previous Winners:

2023: Patrizia Hanover Property Unit Trust

2022: Patrizia Hanover Property Unit Trust

2021:  Patrizia Hanover Property Unit Trust, for thinking outside the box on how the fund could achieve Net Zero Carbon.

2020: UBS Triton Property Fund LP, for the strength of its achievements in relation to Environmental and Social Impact.

2019: UBS Triton Property Fund LP, for exemplary governance and demonstrable ESG achievements.

Enquiries: 

For any enquiries relating to any of the awards, please contact Clare at cwhyte@aref.org.uk

 

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