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Expert guide

Expert Guides feature insights from sustainable finance experts and change-makers whose ideas, frameworks, or strategies can inform financial decision-making for a more sustainable future. While many guides focus directly on sustainable finance, others draw on adjacent disciplines to support practical implementation and drive positive change across finance, sustainability, and impact fields.

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SHOW: 16

A blueprint for best practice in investor collaborations

Finance relevance: Investment professionals
This guide provides practical steps for successful investor collaborations, helping investors navigate challenges, align on objectives and leverage collective influence. Drawing from expert insights and real-world case studies, it outlines effective governance, engagement strategies and resource management to drive measurable corporate and policy change through coordinated investor action.
Expert guide
17 June 2025

Understanding climate finance for resilient infrastructure

Finance relevance: Bankers and financiers, Impact investors, Investment professionals, Broader finance community
Climate finance is crucial for resilient infrastructure that adapts to climate risks. This guide explores mobilising finance, balancing adaptation and mitigation, innovative mechanisms, and addressing country-specific challenges, while assessing risks and barriers. It offers strategies to overcome obstacles and promote impactful, sustainable infrastructure investments.
Expert guide
3 March 2025

Total Impact Portfolio: Constructing an investment portfolio with an impact lens

Finance relevance: Financial advisers, Impact investors, Investment professionals
This guide explores Total Impact Portfolios (TIPs): an investment strategy that integrates financial and impact objectives across all asset classes. It outlines practical steps to construct a TIP and distinguishes it from ESG integration through double materiality. It addresses key barriers, challenges, and misconceptions and provides tools, frameworks, and case studies for implementation.
Expert guide
26 February 2025

Driving positive social change through co-operatives and mutual enterprises (CMEs)

Finance relevance: Bankers and financiers, Financial advisers, Impact investors, Broader finance community
This guide explores how co-operative and mutual enterprises (CMEs) can produce positive social change, given their member-owned structure. Beyond the case study of Teachers Mutual Bank Ltd, the guide also highlights the scalability of CMEs, demonstrating the versatility of their business structure across financial institutions.
Expert guide
15 November 2024

Applying the OODA loop for leadership and company engagement

Finance relevance: Bankers and financiers, Investment professionals
This guide explores the application of the OODA (Observe, Orient, Decide, Act) loop for strategic leadership and company engagement. By systematically observing market trends, orienting strategies, making informed decisions, and taking decisive actions, the OODA helps organisations navigate the complexities of sustainable finance.
Expert guide
29 August 2024

Framing and language for effective climate conversations

Finance relevance: Broader finance community
This guide offers expert insights and practical techniques towards framing and language for effective climate conversations. The guide focusses on engaging those ‘cautious’ and ‘concerned’ about the climate, i.e., “middle ground people”, as they make up a large percentage of the population.
Expert guide
11 June 2024

Advancing gender equality through gender lens investing

Finance relevance: Financial advisers, Investment professionals
Gender lens investing (GLI) involves a range of investment approaches that seek to improve gender outcomes. GLI strategies promote gender equality and women's empowerment, while also generating financial returns. This guide defines GLIs, explores the practical implementation of gender lens strategies with case studies and best practice, and highlights top ways to learn more.
Expert guide
16 November 2023
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