This Shift report reviews the financial effects of corporate engagement with Indigenous Peoples and local communities on nature-related issues. Drawing on over 1,200 cases and approximately 40 publications, it finds that engagement quality is financially material, with poor engagement linked to significant operational, legal, and reputational costs.

This report from the Thinking Ahead Institute and CAIA Association argues for expanding the investment mandate to incorporate systems-level thinking. Drawing on a survey of 176 asset managers and roundtables with 120 senior executives, it presents an inside-out, outside-in framework for navigating polycrisis and long-term systemic risks.

This paper by Valuing Impact examines how 19 organisations are moving beyond sustainability measurement to use impact valuation as a decision-making tool. Covering strategy, investment, steering, operations and stakeholder engagement, it presents case studies and six practical lessons for embedding impact data alongside financial information in real business decisions.

The APLMA Green and Sustainable Lending Microsite provides documentation, principles, guidelines, and market data for sustainable lending.

The Doughnut of Social and Planetary Boundaries is a visual monitor tracking global progress across social foundations and ecological limits.

This paper is the African Chapter of GDF's Global Stablecoin Regulatory Playbook. It examines how global stablecoin regulatory principles can be applied across Africa's diverse markets, addressing reserve management, consumer protection, AML/CFT compliance, and cross-border coordination, while accounting for local financial infrastructure, dollarisation risks, and varying supervisory capacity.

This paper analyses over 4,700 private meetings between a large active asset manager and portfolio firms using proprietary data from Standard Life Investments (2007–2015). Meetings transmit soft information that influences analyst recommendations and fund manager trading, generating statistically significant abnormal returns and profitable trading decisions.

This resource provides an introductory overview of Sustainable and Responsible Investment (SRI) and ESG, explaining key concepts, motivations, terminology, market developments and investment strategies. It is designed to help newcomers understand how sustainability considerations are incorporated into investment practice and the broader sustainable investment industry.

EU Funding Watch curates calls, grants and opportunities across the European funding landscape for impact ecosystem practitioners.

Free NZ tool to check and compare KiwiSaver funds against ethical issues of concern using publicly available data and portfolio analytics.

This McKinsey report analyses CEO succession at family-owned businesses, drawing on 200 publicly traded and 170 private FOBs globally. It finds that succession on average erodes shareholder value, but top-performing FOBs can achieve the opposite by applying 11 critical practices spanning five foundational and six distinctive areas.

New Zealand's Financial Markets Authority guidance on sustainability-related disclosure for financial product issuers. Covers fair dealing obligations under the Financial Markets Conduct Act 2013, addressing greenwashing and greenhushing risks, with practical guidance on clear claims, substantiation, consistent messaging and third-party management.

This report examines the need for data convergence in impact investing to address fragmentation. It advocates adopting a structured, Theory of Change-based data model to standardise information across portfolios. Such a structure enhances interoperability, streamlines data management, and enables advanced analytics, ultimately improving decision-making and scaling impact effectively.

This report examines whether socially-minded investors influence corporate behaviour through voting, managerial incentives, or identity investing. It concludes that existing channels offer limited impact and evaluates potential legal reforms, such as binding shareholder votes and mandatory disclosures, to better align corporate actions with these investors' preferences.

The Rankings of America's Most Just Companies evaluate the largest publicly traded US corporations on stakeholder performance and ethical behaviour.

ImpactAlpha’s LP Scan is a dealflow and market intelligence resource that tracks limited partner (LP) activity, fund allocations and investment trends across impact investing. It provides insights into institutional investors, capital flows and fundraising activity to help market participants identify opportunities and understand developments in sustainable and impact finance.