Library | ESG issues
Purpose & Mission
An organisation’s purpose defines its core reason for existence, guiding its strategies and operations. In the finance industry, aligning corporate purpose with sustainable practices involves developing innovative financial products, engaging in policy advocacy, and directing capital toward sustainable investments. This alignment fosters long-term value creation and supports the transition to a sustainable economy.
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Navigating capital strategies for impact: Through assets, markets, systems
This report introduces an orientation matrix to help investors navigate impact strategies through the lenses of assets, markets, and systems. It categorises investor intent and contribution mechanisms—signalling, engagement, market growth, and financial flexibility—illustrated by case studies from pension funds, ethical banks, and family offices.
Leverage points: Places to intervene in a system
Donella Meadows explores twelve leverage points for intervening in complex systems, ranked by effectiveness. She argues that while common interventions focus on parameters like taxes, higher-level systemic changes—such as shifting goals, paradigms, or information flows—offer significantly more transformative power for addressing global challenges and improving organisational resilience.
Game changer: an economy beyond profit
This research critiques the for-profit economy's destructive dynamics, including rising inequality and environmental collapse. It proposes a Not-for-Profit Economy model where businesses legally reinvest all surpluses into social benefit. The report outlines transformation strategies across five fronts to shift towards a sustainable, needs-based global economic system.
Investor’s guide to goals-based investing and philanthropy
This guide details a goals-based approach to investing and philanthropy, viewing capital as a tool for intrinsic value. It presents a strategic cycle to identify, plan, and evolve goals through focused structures and coherent decision-making, enabling investors to transition from vague intentions to advanced, high-impact strategies.
The Greenshouting guide: For brands, creators, and communicators who want to speak up with courage and clarity
The Greenshouting Guide provides a strategic framework for brands to communicate sustainability initiatives with transparency and courage. It contrasts 'greenhushing' and 'greenwashing' with 'greenshouting,' providing a 'Seven Dials' methodology for authentic storytelling. Supported by global legislative insights and diverse case studies, it advocates for credible, evidence-based collective action.
A mission-aligned World Bank: From ambition to delivery
This research examines the World Bank's adoption of mission-oriented frameworks, focusing on initiatives like Mission 300 and Mission Water. It proposes shifting from market-fixing models to market-shaping approaches, emphasising cross-sectoral portfolios, reciprocal public-private relationships, and the development of dynamic public sector capabilities to achieve sustainable development goals.
State transformation for Plan México: A mission-oriented approach to delivering shared prosperity
Plan México outlines a mission-oriented strategy to achieve shared prosperity through state transformation. Addressing structural constraints like low investment and production polarisation, the report recommends aligning macroeconomic policy, coordinating development finance, and leveraging strategic procurement. It emphasises building public-sector capabilities and fostering community participation to drive sustainable, inclusive growth.
TRF Insights: Rising pressure, rising needs: A TrustLaw rapid member survey
This report examines the evolving legal needs of civil society organisations globally. Based on a rapid survey of TrustLaw members, it assesses the impact of funding cuts and restrictive regulations on non-profits and social enterprises, highlighting the growing demand for pro bono legal support.
Impact investing messaging playbook
The GIIN Impact Investing Messaging Playbook provides a unified communication framework for members. It outlines core industry stories, guiding principles, and tailored messaging for diverse audiences and sectors, including energy and healthcare. The report highlights the industry's growth to a $1.571 trillion market dedicated to solving systemic global problems.
Impact Investing: A Guide for Community Foundations
A practical guide by Parry Field Lawyers designed for community foundations, providing legal and strategic frameworks to implement impact investing and generate social returns.
The SDG partnership guidebook: A practical guide to building high-impact multi-stakeholder partnerships for the Sustainable Development Goals
This guidebook provides a practical framework for building high-impact multi-stakeholder partnerships for the SDGs. It details the partnering lifecycle, essential building blocks like trust and governance, and strategies for business engagement and system transformation. The resource helps organisations become fit for partnering to maximise collaborative value and impact.
A practitioner's guide to impact vehicle structuring
This guide provides a six-step roadmap for designing and structuring impact investment vehicles. It offers practical frameworks for assessing market gaps, establishing partnerships, and defining investment and impact strategies. Featuring seventeen global case studies, the report emphasises mobilising domestic capital and using blended finance to address underserved social and environmental needs.
The value of non-value-maximizing managers
This research argues that hiring managers biased towards poorly-measured goals, such as social impact, is often optimal. This selection allows organisations to implement high-powered financial incentives for well-measured tasks without neglecting non-financial objectives. The study highlights how managerial selection and incentive design function as complementary governance tools.
Legal opinion on enabling impact investing
This legal opinion examines how the Trusts Act 2019 enables New Zealand trustees to engage in impact investing. It reframes fiduciary duties, addresses perceived barriers like SIPO wording, and provides practical realities for organisations seeking to align capital investments with charitable purposes while generating financial returns.
Stakeholder governance and corporate purpose in certified B Corps: Minimizing conflict and fostering collaboration
This research examines how Australian and New Zealand B Corporations implement stakeholder governance through corporate purpose. Based on 20 interviews, it identifies six roles for purpose in decision-making and signalling. The findings suggest that purpose-led models help attract supportive stakeholders and foster collaboration beyond mere conflict resolution.
The total portfolio approach (TPA): A practical guide for navigating the transition to TPA
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.