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Double award win for Swansea investment firm

Tomiko Evans

Swansea-based Crossing Point Investment Management has been crowned best ESG Investment Management Firm in the UK Finance Awards 2021. This is the company’s second award win in four months, after it was crowned best discretionary fund manager (DFM) for the South West and Wales region in the 2021 Citywire Adviser Choice Awards in September.

Founded in 2018, Crossing Point manages clients’ investment portfolios using various strategies. Its Green Path portfolios, which won it the award, focus on investments guided by environmental, social and governance (ESG) criteria.

Crossing Point’s investment strategies are rooted in academic research carried out by Tomiko Evans, the firm’s managing director and chief investment officer, and Crossing Point’s investment manager Mike Buckle, who is a Professor of Finance at Swansea University.

The UK Finance Awards, hosted by SME News, champion and recognise those in the financial services sector who have shown industry excellence over the past year.

Now in its third consecutive year, the awards focus on small and medium sized companies in the sector. The winners are chosen on merit alone.

Tomiko Evans, managing director and chief investment officer and Crossing Point Investment Management, said:

“We’re delighted to receive this award, which highlights our commitment to providing ethical investment options for our clients. Socially responsible investment (SRI) and the use of ESG investment criteria to guide investments has moved into the mainstream. There is now overwhelming evidence that sustainable investment can deliver comparable returns with traditional investments and offer opportunities for outperformance based on reduced risk. This award recognises the importance of this growing sector, and our place within it.”