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An engaged market: The 2026 state of stewardship report, prepared by the Aotearoa New Zealand stewardship code

Stewardship Code Aotearoa New Zealand
This report examines stewardship reporting across New Zealand's investment market for 2025. Representing 20 signatories with $3.8 trillion in assets, it highlights maturing practices in collaborative engagement, escalation, and voting transparency. The document notes increased integration of te ao Māori and provides guidance on strengthening stewardship and voting policies.
Research
1 June 2026

ShareAction policy paper: Defending and strengthening the AGM as a forum for corporate accountability

ShareAction
This ShareAction report advocates for mandatory hybrid AGMs to ensure corporate accountability. It argues that online-only formats diminish shareholder scrutiny and enable management to stage-manage proceedings. The document recommends amending the 2006 Companies Act and provides case studies of poor virtual AGM practices across several major companies.
Research
15 June 2026

The total portfolio approach (TPA): A practical guide for navigating the transition to TPA

CFA Institute Research & Policy Centre
The report examines the Total Portfolio Approach as an alternative to traditional strategic asset allocation. Drawing on interviews and survey evidence, it explains TPA’s investment, governance, risk, sustainability and organisational foundations, outlines a five-level transition pathway, and provides practical guidance for asset owners assessing readiness and implementation.
Research
23 July 2026

Stewardship in the critical minerals value chain: Assessing sustainability performance and risks in Asia

Asia Investor Group on Climate Change (AIGCC)
This research examines sustainability risks in Asia’s critical minerals value chain, focusing on nickel, cobalt and copper. Utilising IRMA-aligned assessments and geospatial data, it highlights gaps between corporate policy and implementation, intensifying physical climate risks, and nature dependencies, providing actionable stewardship priorities for institutional investors in the region.
Research
15 June 2026

Women's empowerment principles series

United Nations Global Compact
This series examines how businesses integrate women’s empowerment and gender equality across leadership, workplaces, marketplaces and communities. It uses the Women’s Empowerment Principles Gender Gap Analysis Tool to assess corporate policies and practices, support benchmarking and identify opportunities for businesses to strengthen gender equality approaches over time.
Benchmark/series
13 March 2020

Gaining ground: State of private investment in nature 2026

The Nature Conservancy
This report analyses the growth of private investment in nature between 2016 and 2025, documenting a fivefold increase in annual capital deployment to $14 billion. It highlights the shift towards institutional-grade natural capital and recommends clearer policy drivers and standardised metrics to unlock investment and bridge the $700 billion finance gap.
Research
23 June 2026

Ocean investment protocol: 2026 revised draft for consultation: A multi-stakeholder plan to enable funding for the Sustainable Ocean Economy

United Nations Global Compact
This report provides a framework for scaling finance towards a sustainable ocean economy. It outlines recommendations for financial institutions, insurers, governments, and central banks to manage risks and capture opportunities. The protocol aims to mobilise the US$1 trillion required by 2030 to protect marine ecosystems and ensure prosperity.
Research
18 June 2026

The role of investors in measuring and achieving lower embodied carbon in real estate and infrastructure

Investor Group on Climate Change
This guidance outlines strategies for Australian investors to manage and reduce embodied carbon in real estate and infrastructure. It details a maturity pathway from benchmarking to achieving reductions, highlighting mandatory reporting requirements and strategic benefits. The document provides specific actions for equity and debt investors to align with net-zero pathways.
Research
25 January 2026

Exploring guarantees for resilient and low-carbon cities: Part 2: De-risking urban climate finance series

Cities Climate Finance Leadership Alliance (CCFLA)
This report examines how guarantees can unlock private climate finance for cities. It identifies barriers to uptake in emerging markets, such as high costs and complex structures. Proposed solutions include strengthening governance, standardising products, and expanding regional facilities to mobilise the USD 4.3 trillion required annually by 2030.
Research
27 April 2026

Insurers' resilience toolkit: A practical taxonomy of climate adaptation and resilience measures

Environmental Defense Fund
This research provides a practical taxonomy for the insurance sector to advance climate adaptation and resilience. Analysing over 200 measures, it highlights structural barriers and enabling conditions for scaling initiatives. The report advocates for a shift from post-event compensation towards proactive risk reduction and long-term stakeholder engagement.
Research
13 July 2026

Toward transformation in finance: Seeds of nature-positive futures

This research examines "finance for nature seeds" — innovative initiatives aimed at transforming the financial sector to reverse nature loss. By analysing 92 global projects, the study identifies diverse approaches to funding nature stewardship, highlighting current reliance on market-based mechanisms and the potential for inclusive, value-pluralistic financial systems.
Research
10 April 2026

Tropical rainforest loss slowed in 2025, but fire is a growing threat to forests worldwide

World Resources Institute
Global tropical primary forest loss decreased 36% in 2025, though 4.3 million hectares were destroyed. Significant policy-driven reductions occurred in Brazil, but global deforestation remains 70% above levels required for 2030 targets. Fires drove 42% of global tree cover loss, with severe impacts in Canada and Europe.
Research
29 April 2026

EJF's squid fisheries series

Environmental Justice Foundation
This report series examines global squid fisheries, focusing on governance gaps, illegal, unreported and unregulated (IUU) fishing, labour and human rights issues, supply chain transparency, and fisheries management. It analyses risks across key squid fisheries and explores policy and regulatory measures to support more sustainable and accountable fishing practices.
Benchmark/series
8 June 2026

Sector insights: Real estate series

Sustainable Fitch
Sustainable Fitch Sector Insights Report Series is a series providing analytical assessments of the sustainability profiles of different sectors. It examines sustainability impacts, ESG rating trends, sustainable finance developments, sector-specific issues, and relevant sustainability-related regulations to support finance professionals’ understanding of sector performance.
Benchmark/series
7 April 2026

A well-adapted UK: The fourth independent assessment of UK climate risk (CCRA4-IA)

Climate Change Committee
This report assesses the UK’s climate risks to 2050, identifies priority adaptation actions across key sectors, and outlines investment, policy and governance measures to strengthen resilience. It provides evidence-based recommendations to support climate adaptation planning and reduce long-term economic and societal impacts.
Research
20 May 2026

Using scenario analysis for future resilience: Top tips for pension fund chairs and trustees

Accounting for Sustainability (A4S)
This guide from Accounting for Sustainability supports pension fund chairs and trustees to move beyond simplified climate scenario analysis. It outlines the limitations of current models, provides practical examples from USS, NBIM and APG, and offers six actionable tips to embed scenario insights into strategic decision making.
Research
1 June 2026
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