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The importance of good governance, stewardship, and ethical leadership

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Private equity and value creation: A fund manager's guide to gender-smart investing

International Finance Corporation
This report examines the increase in adoption of gender-smart investing within the private equity industry by general partners (GPs) and limited partners (LPs). Lessons from over 160 fund managers have been utilised in this step-by-step guide to choosing gender-smart investment strategies, and putting policies into practice within firms and portfolios.
Research
16 November 2020

Tracking the transition

Asia Research & Engagement (ARE)
This report examines the impact of China’s coal-fired power companies, and their inaction in responding to climate change. The report presents China’s six largest listed power companies and their associated CO2 emissions, as well as recommendations for investors to act on.
Research
3 October 2019

ESG: Hyperboles and reality

Harvard Business School
An analysis drawing on a decade of environmental, social and governance (ESG) research to discuss theories of influence, the relationship between ESG and corporate value, and the usefulness of ESG assessments and ratings. The report aims to debunk myths associated with ESG as a commonly used evaluation within businesses and society.
Research
19 November 2021

Guidance on Sustainability-Linked Loan Principles

Asia Pacific Loan Market Association (APLMA)
The Sustainability-Linked Loan Principles (SLLP) were originally published in 2019 and provide a framework to what is recognised as an increasingly important area of finance. A sustainability-linked loan is one that incentivises borrowers to improve sustainability performance targets. This guidance note should be read alongside the SLLP.
Research
30 March 2022

Sustainability-linked loan principles

Asia Pacific Loan Market Association (APLMA)
The Sustainability-Linked Loan Principles (SLLP), originated in 2019 to provide a framework for this growing area of finance. This summary reviews the SLLP and its five core components. The SLLP have been developed by an experienced working party consisting of representatives from leading financial institutions.
Research
16 March 2022

Global Governance Principles

International Corporate Governance Network (ICGN)
The Global Governance Principles (GGPs) from the International Corporate Governance Network (ICGN) are corporate governance standards that act as a framework for well-governed companies to follow. The GGPs are widely applicable, irrespective of national legislative frameworks or listing rules.
Research
2 September 2021

Institutional asset owners: Strategies for engaging with asset managers for impact

Global Impact Investing Network (GIIN)
This report explores strategies to better align institutional asset owners with asset managers when managing impact expectations and outcomes. When institutional investors incorporate impact, they can mitigate issues that threaten the long-term value of their assets, and leverage their capital to help address the world's most intractable challenges.
Research
12 January 2022

Race in the workplace: The Black experience in the US private sector

McKinsey & Company
The report explores Black workers in the private sector by analysing Black participation in the entire US private-sector economy, their representation, advancement, and experience in companies. And addresses key challenges moving forward including actions companies and stakeholders can take to accelerate progress on diversity, equity, and inclusion.
Research
21 February 2021

ESG 2.0: Measuring and managing investor risks beyond the enterprise-level

The Predistribution Initiative
This paper discusses how current institutional investing practices and asset allocation strategies conflict with ESG objectives. It encourages institutional investors to review their systematic risk-management practices and recommends the diversification of asset allocation to more regenerative investment structures and asset classes.
Research
6 April 2021

Winning climate strategies: Practical solutions and building blocks for asset owners from beginner to best practice

ShareAction
Based on interviews with 22 leading asset owners, this 2018 report explores the best-practices landscape for managing climate risks and opportunities. The report identifies barriers faced by industry leaders and presents a framework of ten building blocks for other asset owners developing and introducing climate strategies.
Research
30 June 2018

Mental health and employers: Refreshing the case for investment

Deloitte Touche Tohmatsu Limited (Deloitte)
This report analyses the impact of mental health in the workplace. It examines the increasing prevalence and costs to employers of poor mental health among their employees, the actual mental health issues arising and their causes, as well as interventions employers can take and which provide financial return.
Research
31 January 2020

Global stewardship principles

International Corporate Governance Network (ICGN)
The International Corporate Governance Network (ICGN) Global Stewardship Principles (GSPs) provide an international framework for investors to implement their fiduciary obligations on behalf of clients and beneficiaries. ICGN’s stewardship principles are a set of aspirational best practices, curated to be used flexibly with individual investor circumstances in mind.
Research
19 September 2020

Corporate governance principles and recommendations: 4th edition

ASX Corporate Governance Council
The report sets out eight principles and thirty-five recommendations of corporate governance practices for listed entities on the Australian Securities Exchange (ASX). The principles and recommendations address emerging issues around culture, values, and trust. It includes governance standards around disclosure, gender diversity, corporate reporting, risk management and director remuneration.
Research
27 February 2019

Vanguard Group: Passive about climate change

Institute for Energy Economics and Financial Analysis (IEEFA)
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.
Research
30 June 2021

Can government policies that drive strong economic outcomes for the private sector alleviate poverty?

United Nations Global Compact
The report examines how the adoption of policies that drive strong economic outcomes for the private sector often reduce poverty in the developing world, primarily through opportunities for job creation. In particular, the report calls for policies that promote greater access to credit and the protection of minority investors.
Research
11 October 2019

A banker's guide to transforming finance

The Finance Innovation Lab
This report focuses on the perceived purpose-gap in the banking sector wherein banks are not fulfilling their role to create positive economic, social and environmental outcomes. Filling this gap requires leveraging ‘systemic intrapreneurs’ within organisations to holistically shift banking strategy.
Research
31 December 2020
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