Library | Tag
Passive with purpose: Advancing responsible investment through standards for index strategies (RIAA NZ 2025)
Refine
10 results
REFINE
SHOW: 16
Global responsible investment trends: Inside PRI reporting data 2025
The 2025 PRI report analyses data from 3,048 signatories, highlighting trends in climate risk management, stewardship, and human rights. Asset owners show increased engagement, with climate and social issues gaining priority. Investors continue integrating responsible investment into decision-making and oversight, with varied progress across policy, governance, and disclosure practices.
Introducing a standardised framework for escalating engagement with companies
ShareAction’s report introduces a standardised escalation framework for investors to engage with companies on environmental and social issues. It outlines an escalation toolkit and pathway to ensure structured, transparent, and time-bound engagement. The framework aims to enhance investor accountability, drive systemic change, and improve corporate sustainability practices through clear expectations, reporting, and enforcement mechanisms.
Transforming global finance for climate action: Addressing misaligned incentives and unlocking opportunities
The report identifies systemic barriers preventing the flow of capital to climate-positive projects. It introduces the PIVOT framework, outlining policy vacuum, misaligned incentives, valuation challenges, inactive ownership, and transition misalignment. The report provides actionable solutions for policymakers, investors, and stakeholders to align finance with the Paris Agreement.
Do investors respond to mechanical changes in ESG ratings?
This study investigates whether investors react to changes in ESG ratings that are not linked to firms' actual ESG activities. Using the 2015 Refinitiv coverage expansion as a quasi-experimental setting, it finds that mechanical rating increases influence ESG fund selections, especially among resource-constrained active funds, leading to portfolio allocations not truly reflective of firms' ESG performance.
Definitions for responsible investment approaches
This report provides definitions for different responsible investment approaches - Screening, ESG Integration, Thematic Investing, Stewardship, and Impact Investing. It aims to standardise terminology, enabling investors to communicate their responsible investment practices with clarity, consistency, and confidence.
The Passives Problem and Paris goals: How index investing trends threaten climate action
This report sheds light on the Passives Problem, highlighting the dangers of an excessively passive investment market. It argues that this trend is hindering progress on mitigating climate change and exacerbating the risks of market instability. The report suggests possible solutions to the problem and examines how investors can align with climate action.
The investor's guide to impact: Evidence-based advice for investors who want to change the world
This guide is for investors who want to generate positive social and environmental impact through their investments. It explains what investor impact is and how it differs from company impact. It also details the mechanisms through which investors can effect change, such as enabling the growth of impactful companies and encouraging improvement in less sustainable companies.
Can ESG add alpha? An analysis of ESG tilt and momentum strategies
This research explores the impact of environmental, social, and governance (ESG) factors on investment returns, focusing on ESG Tilt and ESG Momentum strategies. The study reveals that both strategies outperformed the global benchmark, providing empirical evidence that ESG factors can enhance portfolio performance.
Global ESG disclosure standards for investment products
This report presents the “Global ESG disclosure standards for investment products” developed by the CFA Institute to facilitate fair representation and full disclosure by investment managers in relation to how environmental, social and governance (“ESG”) issues are considered in an investment product’s objectives, investment process or stewardship activities.
Vanguard Group: Passive about climate change
As the world’s second largest asset manager, Vanguard Group Inc. has the potential to become a climate action leader. Despite Vanguard’s commitment to the Net-Zero Asset Manager initiative, the report argues that Vanguard’s significant share in fossil fuel exposed companies demonstrates a passive attitude towards climate change.