This BreakFree Suisse research note examines Swiss institutional investors — including UBS, SNB, Zurich Insurance, and others — holding billions of dollars in US ICE contractors Palantir, AT&T, Geo Group, and CoreCivic. The report argues these investments conflict with the investors' stated human rights policies and ESG commitments.

This study examines how biodiversity and ecosystem service loss affect sovereign creditworthiness across 23 countries. Using ecological-economic modelling, it finds that a partial ecosystem collapse could generate US$162 billion in additional annual debt servicing costs globally, highlighting that sovereign credit ratings are systematically underpricing nature-related financial risks.

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 PDI working paper stress-tests four AI-driven labour displacement scenarios against US macro-financial data, modelling cascading losses across household debt, corporate credit, equities, pensions, insurance, and fiscal channels. Total economy-wide value at risk ranges from approximately $15–18 trillion (Light) to $62–72 trillion (Aggressive). Predistributive mechanisms are proposed as structural solutions.

This benchmark series assesses the quality and comprehensiveness of climate risk reporting by U.S. insurance companies against the Task Force on Climate-related Financial Disclosures (TCFD) framework. It tracks industry-wide reporting practices, disclosure maturity, governance, strategy, risk management, and metrics over time to evaluate progress in climate-related financial risk disclosure.

This NBER working paper examines how trust in financial institutions and government programmes, and financial literacy, shape retirement security for Americans aged 50+. Using 2020 Health and Retirement Study data, it finds trust in financial institutions supports retirement saving, while trust in government programmes reduces private saving, with notable racial disparities.

This report analyses 25 companies producing nuclear weapons and their financial backers. Highlighting over $1 trillion in total investments and financing from 301 institutions, it urges the financial sector to use its leverage to reject nuclear armament and make choices that benefit global security and humanity.

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 why Kenya's climate finance gap persists despite strong institutions, renewable energy leadership and financial inclusion gains. It identifies seven flawed assumptions and recommends a nationally co-ordinated country investment platform to mobilise domestic capital, align incentives and deliver a just and resilient climate transition.

This report explores how inclusive financial institutions can build climate resilience for themselves and their clients. It outlines strategies for risk assessment, innovative risk financing, and adapting product offerings. By adopting a mutually beneficial approach, providers can maintain their social mission while navigating intensifying climate impacts.

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.

This report analyses the nature-related impacts of Australia's ASX200 companies. It finds that utilities, energy, and materials sectors exert the highest direct environmental pressures, whereas financials and retail sectors possess significant supply chain impacts. The report advocates for TNFD-aligned disclosures and proactive investor stewardship to mitigate systemic risks.