Insights | | RIAA Conference Australia 2025 Resource Companion

RIAA Conference Australia 2025 Resource Companion

27 May 2025

This article provides curated, complimentary resources to accompany each session of the RIAA 2025 Conference, supporting deeper engagement with the topics discussed.

Day 1 sessions – Wednesday, May 28, 2025

Investment from a systems perspective, and how Indigenous thinking can save the world

09:00 – 09:40

The Imperative for Impact Management: https://altiorem.org/research/the-imperative-for-impact-management-clarifying-the-relationship-between-impacts-system-wide-risk-and-materiality/

Recalibrating Feedback Loops: https://altiorem.org/research/recalibrating-feedback-loops-guidance-for-asset-owners-and-institutional-investors-assessing-the-influence-of-system-level-investing/

Sand Talk: https://www.textpublishing.com.au/books/sand-talk

Right Wrong Story – Adventures in Indigenous Thinking: https://www.textpublishing.com.au/books/right-story-wrong-story-adventures-in-indigenous-thinking

Weaving to Make Meaning: A System in Flux: https://www.linkedin.com/pulse/weaving-make-meaning-system-flux-sonja-miokovic-lgvue/?trackingId=%2BRVOv8SEQ42wvUq6ilO83Q%3D%3D

Impact measurement in systemic investing: a guide to existing work: https://medium.com/transformation-capital/impact-measurement-in-systemic-investing-a-guide-to-existing-work-6568826f9c0a

Want more resources? Find them here.

 

The dis-united states of ESG: Where to now for responsible investing?

09:55-10:35

ESG: Hyperboles and reality: https://altiorem.org/research/esg-hyperboles-and-reality/

Future of sustainability in investment management: From ideas to reality: https://altiorem.org/research/future-of-sustainability-in-investment-management-from-ideas-to-reality/

Global responsible investment trends: Inside PRI reporting data 2025: https://altiorem.org/research/global-responsible-investment-trends-inside-pri-reporting-data-2025/

 

What happened to DEI?

11:10-12:00

Australia’s employer gender pay gaps series: https://altiorem.org/research/australias-employer-gender-pay-gaps-series/

CEW’s senior executive census series: https://altiorem.org/research/cews-senior-executive-census-series/

2024 board diversity index: https://altiorem.org/research/2024-board-diversity-index/

The disability inclusion imperative: https://altiorem.org/research/the-disability-inclusion-imperative/

Beyond diversity: Equity and inclusion as an overlooked opportunity for investors: https://altiorem.org/research/beyond-diversity-equity-and-inclusion-as-an-overlooked-opportunity-for-investors/

Want more resources? Find them here.

 

The road ahead: Preparing clients for tomorrow’s investment landscape

11:10-12:00

The imperative for impact management: Clarifying the relationship between impacts, system-wide risk and materiality: https://altiorem.org/research/the-imperative-for-impact-management-clarifying-the-relationship-between-impacts-system-wide-risk-and-materiality/

Leveraging food security and environmental sustainability in achieving Sustainable Development Goals: Evidence from a global perspective: https://altiorem.org/research/leveraging-food-security-and-environmental-sustainability-in-achieving-sustainable-development-goals-evidence-from-a-global-perspective/

Towards a new economic paradigm 2.0: Innovating to integrate decision-making across nature, people, society and the economy: https://altiorem.org/research/towards-a-new-economic-paradigm-2-0-innovating-to-integrate-decision-making-across-nature-people-society-and-the-economy/

A new economy: Exploring the root causes of the polycrisis and the principles to unlock a sustainable future: https://altiorem.org/research/a-new-economy/

Want more resources? Find them here.

 

Fostering ESG transparency in private markets

12:05-12:45

Global responsible investment trends: Inside PRI reporting data 2025: https://altiorem.org/research/global-responsible-investment-trends-inside-pri-reporting-data-2025/

Human rights due diligence for private markets investors: A technical guide: https://altiorem.org/research/human-rights-due-diligence-for-private-markets-investors-a-technical-guide/

Nature investor toolkit: Understanding nature-related risks and opportunities and supporting investors to assess, engage and take action: https://altiorem.org/research/nature-investor-toolkit/

International IR framework: https://altiorem.org/research/international-ir-framework/

Sustainable investing: Fast-forwarding its evolution: https://altiorem.org/research/sustainable-investing-fast-forwarding-its-evolution/

Federation’s Responsible Investing: https://federationam.com/about-us/responsible-investings/

Federation’s Insights and perspectives on Federation funds and portfolio investments: https://federationam.com/insights/news-media/

 

Assessing board performance

12:05-12:45

Corporate governance principles and recommendations: 4th edition: https://altiorem.org/research/corporate-governance-principles-and-recommendations-4th-edition/

Elevating stakeholder voices to the board: A guide to effective governance: https://altiorem.org/research/elevating-stakeholder-voices-to-the-board-a-guide-to-effective-governance/

Framing the future of corporate governance: Deloitte governance framework: https://altiorem.org/research/framing-the-future-of-corporate-governance-deloitte-governance-framework/

Global Governance Principles: https://altiorem.org/research/global-governance-principles/

The role of government in corporate governance: Perspectives from the UK: https://altiorem.org/research/the-role-of-government-in-corporate-governance-perspectives-from-the-uk/

 

From investment risk to investor responsibility: Moving beyond transparency in value chains

13:45-14:25

Artificial intelligence and human rights investor toolkit: https://altiorem.org/research/artificial-intelligence-and-human-rights-investor-toolkit/

How to identify human rights risks: A practical guide in due diligence: https://altiorem.org/research/how-to-identify-human-rights-risks-a-practical-guide-in-due-diligence/

Investor toolkit: Human rights with focus on supply chains: https://altiorem.org/research/investor-toolkit-human-rights-with-focus-on-supply-chains/

 

Climate transition investing: If not now then when? If not you then who?

13:55-14:30

Navigating the Australian climate-related financial disclosure landscape: https://altiorem.org/research/navigating-the-australian-climate-related-financial-disclosure-landscape/

Financing Africa’s low carbon green economy transition: Africa’s climate finance needs: https://altiorem.org/research/financing-africas-low-carbon-green-economy-transition-africas-climate-finance-needs/

AIGCC’s the state of investor climate transition in Asia: https://altiorem.org/research/aigccs-the-state-of-investor-climate-transition-in-asia/

IGCC’s state of net zero investment series: https://altiorem.org/research/the-state-of-net-zero-investment-series/

https://www.haskoning.com/en/global-priorities/climate-change

https://www.haskoning.com/en/global-priorities/climate-change

https://www.haskoning.com/en/global-priorities/climate-change

Climate transition planning (pdf): https://assets-eur.mkt.dynamics.com/5c0fc152-3ba0-42e6-b910-a8432a6da741/digitalassets/docs/6f5202b6-903a-f011-b4cc-000d3ab5c574?ts=638839021730000000

Climate-related financial disclosures: https://www.haskoning.com/en/services/climate-related-financial-disclosures

Climate Resilience Expert Stella Whittaker joins Royal HaskoningDHV in Australia: https://www.haskoning.com/en/newsroom/news/2024/royal-haskoningdhv-appoints-stella-whittaker-as-climate-resilience-lead-australia

Whitepaper: Performance or compliance? Your approach to climate risk matters.: https://www.haskoning.com/en/newsroom/blogs/2024/whitepaper-performance-or-compliance-your-approach-to-climate-risk-matters

Want more resources? Find them here.

 

Climate transition opportunities for financial advisers

14:35-15:20

Carbon accounting FAQs – August 2023: https://altiorem.org/research/carbon-accounting-faqs-august-2023/

Navigating the Australian climate-related financial disclosure landscape: https://altiorem.org/research/navigating-the-australian-climate-related-financial-disclosure-landscape/

Energy transition risks and opportunities initiative’s series: https://altiorem.org/research/energy-transition-risks-and-opportunities-initiatives-series/

Want more resources? Find them here.

 

Finding nature’s formula: What investors need to know about metrics and measurement

14:40-15:20

Critical mineral series: Sustainability considerations for investors in copper mining: https://altiorem.org/research/critical-mineral-series-sustainability-considerations-for-investors-in-copper-mining/

The root cause of nature loss: Forests, why they matter, and how to assess deforestation risk in investment portfolios through nature-related data: https://altiorem.org/research/the-root-cause-of-nature-loss-forests-why-they-matter-and-how-to-assess-deforestation-risk-in-investment-portfolios-through-nature-related-data/

Putting TNFD to work: Insights from early adopters: https://altiorem.org/research/putting-tnfd-to-work-insights-from-early-adopters/

Want more resources? Find them here.

 

From polls to portfolios: Election 2025 and the future of sustainable finance

15:55-16:40

Building transition: Financing market transition: https://altiorem.org/research/building-transition-financing-market-transition/

Unlocking the value: A practical guide for sustainable finance in the Australian real estate sector: https://altiorem.org/research/unlocking-the-value-a-practical-guide-for-sustainable-finance-in-the-australian-real-estate-sector/

Australian Sustainable Finance Capability Framework: Pilot version: https://altiorem.org/research/australian-sustainable-finance-capability-framework-pilot-version/

Want more resources? Find them here.

 

Making climate claims in financial product labels: An interactive deep dive

15:55-16:45

How to build a better ESG fund classification system: https://altiorem.org/research/how-to-build-a-better-esg-fund-classification-system/

Truth in impact: A Tideline guide to using the impact investment label: https://altiorem.org/research/truth-in-impact-a-tideline-guide-to-using-the-impact-investment-label/

A time for change in the sustainable fund market: Reflections and recommendations in a new regulatory environment: https://altiorem.org/research/a-time-for-change-in-the-sustainable-fund-market-reflections-and-recommendations-in-a-new-regulatory-environment/

Day 1 Workshops – Wednesday, May 28, 2025

Getting started in responsible investment for finance advisers

09:05 – 10:35

Sustainable investing: Evidence from the field: https://altiorem.org/research/sustainable-investing-evidence-from-the-field/

An introduction to key ecological concepts, financial opportunities, and risks underpinning aspirations for nature positive: https://altiorem.org/research/an-introduction-to-key-ecological-concepts-financial-opportunities-and-risks-underpinning-aspirations-for-nature-positive/

An introduction to responsible investment: Human rights for asset owners: https://altiorem.org/research/an-introduction-to-responsible-investment-human-rights-for-asset-owners/

Financial Adviser Guide to Responsible Investment: https://www.responsibleinvestment.org/research-and-resources/resource/financial-adviser-guide-to-responsible-investment

 

Leading the way: What investors need to know about human rights due diligence

11:10 – 12:45

How to identify human rights risks: A practical guide in due diligence: https://altiorem.org/research/how-to-identify-human-rights-risks-a-practical-guide-in-due-diligence/

Human rights due diligence: how should investors identify and prioritise risks? (video): https://www.unpri.org/social-issues/human-rights-due-diligence-how-should-investors-identify-and-prioritise-risks/11915.article

PRI’s human rights due diligence tool for real estate investors: https://altiorem.org/research/pris-human-rights-due-diligence-tool-for-real-estate-investors/

UNEP FI’s human rights screening and risk assessment: investment and lending operations: https://altiorem.org/research/unep-fis-human-rights-screening-and-risk-assessment-investment-and-lending-operations/

PRI’s human rights due diligence tool for infrastructure investors: https://altiorem.org/research/pris-human-rights-due-diligence-tool-for-infrastructure-investors/

Human rights due diligence for private markets investors: A technical guide: https://altiorem.org/research/human-rights-due-diligence-for-private-markets-investors-a-technical-guide/

The saliency-materiality nexus: Addressing systemic risks to people and portfolios in a turbulent world: https://altiorem.org/research/the-saliency-materiality-nexus-addressing-systemic-risks-to-people-and-portfolios-in-a-turbulent-world/

Navigating portfolio exposure to conflict-affected and high-risk areas: Practical guidance for investor engagement with companies: https://altiorem.org/research/navigating-portfolio-exposure-to-conflict-affected-and-high-risk-areas-practical-guidance-for-investor-engagement-with-companies/

Investor toolkit: An investor focus on Indigenous Peoples’ rights and cultural heritage protection: https://altiorem.org/research/investor-toolkit-an-investor-focus-on-indigenous-peoples-rights-and-cultural-heritage-protection/

Investor toolkit on human rights and armed conflict: Managing human rights impacts and international humanitarian law implications before, during and after armed conflicts arise: https://altiorem.org/research/investor-toolkit-on-human-rights-and-armed-conflict/

Artificial intelligence and human rights investor toolkit: https://altiorem.org/research/artificial-intelligence-and-human-rights-investor-toolkit/

Dhawura Ngilan – Business and investor initiative: A guide for businesses and investors: https://altiorem.org/research/dhawura-ngilan-business-and-investor-initiative-a-guide-for-businesses-and-investors/

UNEP FI Human Rights Toolkit for Financial Institutions: https://altiorem.org/research/unep-fi-human-rights-guidance-tool/

 

Housing: Partnering with NFPs to solve for impact

13:45 – 14:25

CIM’s impact report 2024: https://altiorem.org/research/cims-impact-report-2024/

Blended finance: When to use which instrument?: https://altiorem.org/research/blended-finance-when-to-use-which-instrument/

Exploring philanthropy’s role in addressing the affordable housing crisis: A synthesis of the evidence: https://altiorem.org/research/exploring-philanthropys-role-in-addressing-the-affordable-housing-crisis-a-synthesis-of-the-evidence/

Impact in place: Emerging sources of community investment capital and strategies to direct it at scale: https://altiorem.org/research/impact-in-place-emerging-sources-of-community-investment-capital-and-strategies-to-direct-it-at-scale/

 

Financial adviser roundtables: Hot topics with the experts

15:55 – 17:10

Drova’s ESG stakeholder materiality assessment: https://altiorem.org/research/drovas-esg-stakeholder-materiality-assessment/

Diversity in action: How to sustain the financial planning profession: https://altiorem.org/research/diversity-in-action-how-to-sustain-the-financial-planning-profession/

Day 2 sessions – Thursday, May 29, 2025

Ted Kennedy Junior: Investing in inclusion: Unlocking value through disability

9:05-9:40

How embracing disability inclusion can lead to returns for Australian investors: https://www.responsibleinvestment.org/events-news/item/how-embracing-disability-inclusion-can-lead-to-returns-for-australian-investors

2024 disability equality index: https://altiorem.org/research/2024-disability-equality-index/

An intersectional approach to inclusion at work: https://altiorem.org/research/an-intersectional-approach-to-inclusion-at-work/

The disability inclusion imperative: https://altiorem.org/research/the-disability-inclusion-imperative/

 

Greenwashing: Lessons from the courtroom

9:10-9:45

Nature-related financial disclosures: Frequently asked questions: https://altiorem.org/research/nature-related-financial-disclosures-frequently-asked-questions/

 

Catalysing capital for First Nations investments

9:50-10:30

First Nations investment screening approach: https://altiorem.org/research/first-nations-investment-screening-approach/

ASIC’s Indigenous Financial Services Framework: Driving change to support First Nations peoples to achieve and experience positive financial outcomes: https://altiorem.org/research/asics-indigenous-financial-services-framework/

Indigenous rights and financial institutions: Free, prior and informed consent, just transition and emerging practice: https://altiorem.org/research/indigenous-rights-and-financial-institutions-free-prior-and-informed-consent-just-transition-and-emerging-practice/

Dhawura Ngilan – Business and investor initiative: A guide for businesses and investors: https://altiorem.org/research/dhawura-ngilan-business-and-investor-initiative-a-guide-for-businesses-and-investors/

 

 

The geopolitics of renewables and the role of investors

9:50-10:35

A critical minerals value-adding superpower: https://altiorem.org/research/a-critical-minerals-value-adding-superpower/

Critical mineral series: Sustainability considerations for investors in copper mining: https://altiorem.org/research/critical-mineral-series-sustainability-considerations-for-investors-in-copper-mining/

Geopolitics of the energy transition: Critical materials: https://altiorem.org/research/geopolitics-of-the-energy-transition-critical-materials/

Navigating portfolio exposure to conflict-affected and high-risk areas: Practical guidance for investor engagement with companies: https://altiorem.org/research/navigating-portfolio-exposure-to-conflict-affected-and-high-risk-areas-practical-guidance-for-investor-engagement-with-companies/

 

Mind the talent gap: Finding growing and keeping the best people in responsible investment

11:05-11:45

Australian Sustainable Finance Capability Framework: Pilot version: https://altiorem.org/research/australian-sustainable-finance-capability-framework-pilot-version/

LinkedIn’s Global green skills report 2024: https://economicgraph.linkedin.com/content/dam/me/economicgraph/en-us/PDF/Global-Green-Skills-Report-2024.pdf

Navigating the Australian climate-related financial disclosure landscape: https://altiorem.org/research/navigating-the-australian-climate-related-financial-disclosure-landscape/

Carbon accounting FAQs – August 2023: https://altiorem.org/research/carbon-accounting-faqs-august-2023/

Nature-related financial disclosures: Frequently asked questions: https://altiorem.org/research/nature-related-financial-disclosures-frequently-asked-questions/

 

The Just Transition juggle: Managing ambition, assumptions and implementation

11:05-11:55

Human rights and climate change: A guide for institutional investors: https://altiorem.org/research/human-rights-and-climate-change-a-guide-for-institutional-investors/

How just transition can help deliver the Paris Agreement: https://altiorem.org/research/how-just-transition-can-help-deliver-the-paris-agreement/

 

Global standards comparability: Are we chasing a pipe dream?

11:55-12:05

The new disclosure landscape – Comparing sustainability standards and regulations: ESRS, IFRS S1/S2, SEC Climate Rule, and CA SB 253/261: https://altiorem.org/research/the-new-disclosure-landscape-comparing-sustainability-standards-and-regulations-esrs-ifrs-s1-s2-sec-climate-rule-and-ca-sb-253-261/

Sustainable finance in Asia: A comparative study of national taxonomies: https://altiorem.org/research/sustainable-finance-in-asia-a-comparative-study-of-national-taxonomies/

Regulatory guide (RG) 280: Sustainability reporting: https://altiorem.org/research/regulatory-guide-rg-280-sustainability-reporting/

Putting TNFD to work: Insights from early adopters: https://altiorem.org/research/putting-tnfd-to-work-insights-from-early-adopters/

 

Impact Investing: Navigating the big FUM

12:00-12:45

RESPONSIBLE INVESTMENT STANDARD ASSESSMENT NOTE For RIAA certified products trading with ‘impact’ in the product label: https://altiorem.org/research/riaas-responsible-investment-standard-assessment-note-for-riaa-certified-products-trading-with-impact-in-the-product-label/

 

Bonds, credit, private equity, public equity: Pursuing impact across asset classes + Navigating the Big Fum

13:45-14:25

Pursuing impact within a portfolio: Insights from institutional asset owners: https://altiorem.org/research/pursuing-impact-within-a-portfolio-insights-from-institutional-asset-owners/

 

First Nations considerations: Exploring RI analyst approaches

13:45-14:25

The imperative for impact management: Clarifying the relationship between impacts, system-wide risk and materiality: https://altiorem.org/research/the-imperative-for-impact-management-clarifying-the-relationship-between-impacts-system-wide-risk-and-materiality/

First Nations investment screening approach: https://altiorem.org/research/first-nations-investment-screening-approach/

Guidelines for engagement with Māori: https://altiorem.org/research/guidelines-for-engagement-with-maori/

The Tkarihwaié: RI code of ethical conduct to endure respect for the cultural and intellectual heritage of indigenous and local communities: https://altiorem.org/research/the-tkarihwaie-ri-code-of-ethical-conduct-to-endure-respect-for-the-cultural-and-intellectual-heritage-of-indigenous-and-local-communities/

 

 

Responsible investing in passive strategies: The new frontier

15:30-16:10

V-Square Quantitative Management: https://altiorem.org/organisation/v-square-quantitative-management/

Day 2 Workshops – Thursday, May 29, 2025

Driving stewardship outcomes: Observe orient decide act

09:05 – 10:35

Applying the OODA loop for leadership and company engagement: https://altiorem.org/2024/08/29/strategic-leadership-and-company-engagement-applying-the-ooda-loop-for-sustainable-finance-impact/

 

Putting nature metrics to action

11:05 – 12:45

Nature-related financial disclosures: Frequently asked questions: https://altiorem.org/research/nature-related-financial-disclosures-frequently-asked-questions/