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Impact investing: An emerging opportunity to add broader value?

Financial Standard
Large asset owners such as superannuation fund trustees have a responsibility not only to their member beneficiaries, but also to society at large. Investment decisions should manage both financial returns and societal impact. This report discusses opportunities and challenges faced by superannuation fund trustees in approaching impact investing.
Research
30 November 2017

States of the apes: The impact of infrastructure development on biodiversity

Arcus Foundation
The impact of infrastructure projects on biodiversity are examined, using apes to illustrate how investors can contribute to biodiversity protection. A sustainable approach to infrastructure development, which mitigates environmental, financial and reputational risks of investment, is presented.
Research
5 September 2019

The ambition loop: How business and government can advance policies that fast track zero-carbon economic growth

United Nations Global Compact
This report highlights how building on business leadership and strong national policy measures spur additional investment and action on businesses, accelerating the transition to a prosperous zero carbon economy. This requires an "ambition loop" - a positive feedback loop between business leadership and government policies.
Research
1 November 2018

Over 100 global financial institutions are exiting coal, with more to come

Institute for Energy Economics and Financial Analysis (IEEFA)
This report published by IEEFA highlights the fact that over a hundred globally significant financial institutions are divesting from coal projects. It mentions that these major financial institutions, including commercial banks, insurance companies, pension funds, asset management companies, and development finance institutions, are building up the momentum against coal projects.
Research
27 February 2019

How to invest in the low-carbon economy: An institutional investors' guide

Principles for Responsible Investment (PRI)
This report introduces the investment strategies available to investors in their efforts to align their portfolios with a lower carbon, more climate-resilient economy. The guide focuses on three main areas for investor action: climate-aligned investment opportunities, integration of climate-related risks and opportunities into investment processes, and phasing out investment in thermal coal.
Research
31 December 2018

Sustainable signals: Growth and opportunity in asset management

Morgan Stanley
Morgan Stanley Institute for Sustainable Investing and Bloomberg L.P. report highlights how sustainable investing has transformed from a given fiduciary duty into a strategic business imperative in the financial markets. Asset managers in the U.S. perceive this shifting investment landscape as a new opportunity to create increasingly competitive returns and more productive portfolios in the coming years.
Research
19 February 2019

Sustainable reality: Analyzing risk and returns of sustainable funds

Morgan Stanley
Based on research conducted on the performance of nearly 11,000 mutual funds from 2004 to 2018, Morgan Stanley Institute for Sustainable Investment finds no statistically significant difference in returns between sustainable funds and traditional funds. However, sustainable funds demonstrated 20% lower downside risk than traditional funds.
Research
6 August 2019

Edwards Mother Earth Foundation: An impact investment case study

Edwards Mother Earth Foundation
A case study of a 100% impact investing strategy conducted by a private foundation with a $35 million portfolio. The report lays out a roadmap similar foundations can follow in pursuing impact investing.
Research
25 September 2018

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

Russell Investments
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.
Research
31 March 2020

Sustainability-linked bond principles: Voluntary process guidelines

International Capital Market Association
This report introduces the Sustainability-Linked Bond (SLB) Principles and provides guidelines for structural features, disclosure and reporting, to bring integrity into the SLB market. The guide is intended for market participants and designed to drive the provision of information to increase capital allocation in these instruments.
Research
8 June 2020

The case for sustainable bond investing strengthens

Barclays
This report is an expanded research study on a previous study conducted by Barclays. It provides deep insight into the relationship between environmental, social and governance (ESG) factors and their influence on credit portfolio performance. In particular, looking at the effect of ESG on euro-denominated and US investment grade and high-yield bond markets.
Research
22 October 2018

ESG in fixed income

This guide created by BMO Global Asset Management shows how and why they incorporate ESG factors and stewardship activities into their corporate fixed income investments and engagement approach. The guide also looks at how the growing sustainable bonds market is enabling fixed income investors to align investments with sustainability goals.
Research
15 January 2020

Sustainable investing and bond returns

Barclays
A research study conducted by the Barclays Research team seeking to assess the link between environmental, social and governance (ESG) ratings and credit portfolio performance. In addition, the report provides a general overview over sustainable investing and the top trends driving the rapid rise of its popularity.
Research
31 October 2016

T100 Powered Ascent report: Insights from the frontiers of impact investing 2018

Toniic
The Powered Ascent report is the second in the T100 Impact Portfolio Series. The T100 Project is a longitudinal study of the impact investing experience of Toniic 100% Impact Network members. The report combines an analysis of investment portfolio data from 76 members with stories of their personal journeys.
Research
31 May 2018

Fixed income: An introduction to responsible investment

Principles for Responsible Investment (PRI)
This guide provides an introduction on how investors can consider environmental, social and governance (ESG) issues when assessing fixed income instruments and their issuers. It outlines options for how to include ESG issues when building a fixed income portfolio and when working with issuers on how they manage ESG issues.
Research
31 December 2019

Fixed income investor guide: Putting responsible investment into practice in fixed income

Principles for Responsible Investment (PRI)
This is a guide for fixed income investors to implement responsible investment (RI) principles. A key application is using environmental, social and governance (ESG) integration to determine an issuer's creditworthiness. Motivations for applying RI in fixed income vary from pursuing financial value through the management of risks and opportunities to ethical motivations and reputational concerns.
Research
31 October 2014
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