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  1. ESG considerations in fixed income: Observation of 10 ESG integration trends

    31 March 2020
    This paper shares key ESG integration trends that Russell Investments has found in the fixed income market. It is based off observations derived from their 2019 Annual ESG Manager Survey and discussions with fixed income market practitioners looking at ESG considerations and implementations in their investment process.
  2. Appetite for disruption: A second serving

    This report explores the growth of the alternative protein market, particularly in the face of supply chain disruptions, food safety concerns from COVID-19, and global emissions. This is published alongside FAIRR's Sustainable Proteins Hub, an interactive tool which allows investors to assess how companies are diversifying toward alternative, climate-positive portfolios.
  3. Healthy competition: Why the safest bet for investors is healthier retail markets and how to get there

    11 March 2020
    This second briefing report explores ShareAction’s Healthy Markets campaign, featuring the UK food retailers most exposed to the childhood obesity agenda. The brief is designed to inform and support investor stewardship and company engagement through an analysis of their disclosure policies and practices for healthy eating.
  4. From the stockholder to the stakeholder: How sustainability can drive financial outperformance

    This 2015 report is a meta-study of over 200 sources of research on ESG (academic studies, industry reports, newspaper articles and books). It finds a positive correlation between diligent ESG and economic performance – i.e., companies with robust sustainability practices demonstrate better operational and financial market performance.
  5. Sustainable investment survey 2020

    31 December 2020
    PitchBook conducted a survey of 650 investors and advisors from around the world on the state of sustainable investing in 2020. The report highlights the need for better practices to measure and define goals as well as discrepancies between individual goals when engaging in sustainable investing.
  6. How ESG issues become financially material to corporations and their investors

    4 November 2020
    This working paper advances a framework that illustrates how environment, social and governance (‘ESG’) issues become financially material and impact on company and industry valuation. The framework comprises five stages of the pathways to materiality.
  7. Indigenous investment principles

    This investment framework is for Indigenous organisations with accumulated capital. It outlines principles that empower local organisations to take control of their financial assets. It guides thinking about the purpose, governance and investment of financial resources to better protect interests for current and future generations, particularly for culture and heritage.
  8. Point of no returns - a ranking of 75 of the world’s largest asset managers’ approaches to responsible investment

    31 March 2020
    In this first of a series of reports released by ShareAction, 75 of the worlds largest and most influential asset management companies from across Europe, the United States, Africa and the Asia Pacific are ranked according to an analysis of their performance on stewardship, transparency and governance.
  9. Responsible investment benchmark report 2020 Australia

    Details the size, growth, depth and performance of the Australian responsible investment market over 12 months to 31 December 2019 and compares these results with the broader Australian financial market. Reviews the practices of 165 investment managers who are applying responsible investment to some or all of their investment practices.
  10. Transition risks and market failure: a theoretical discourse on why financial models and economic agents may misprice risk related to the transition to a low-carbon economy

    18 June 2016
    The paper has a theoretical focus and looks at the risks associated with transitioning to a low-carbon economy. It looks to highlight externalities that may not be factored into risk models.
    It concludes in favour of a case of policy intervention and more sophisticated modelling to counter potential market failures.
  11. How markets price ESG: Have changes in ESG scores affected stock prices?

    30 November 2018
    This report takes a statistical look at the impact of historical ESG score shifts on stock prices valuation. It further determines financial performance implications for a broad spectrum of companies based on an ESG valuation curve.
  12. How to report on the SDGs: What good looks like and why it matters

    Corporate action towards the United Nations Sustainable Development Goals (SDGs) will be fundamental to achieve necessary progress. This report aims to guide corporations on how and why to report on the SDGs and gives an overview of current progress based on the top 250 global companies.
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