Library | Finance relevance
Financial advice
Refine
91 results
REFINE
SHOW: 16
RIAA's responsible investment benchmark reports
This series of benchmark reports, prepared by the Responsible Investment Association Australasia (RIAA), explores the size, growth, depth, and performance of the Australian responsible investment market, comparing results with the broader financial market. It provides an in-depth analysis of responsible investment practices, trends, and regulatory developments.
Young women's financial inclusion: What works
The report explores strategies for financially including young women, particularly in low-income countries. It highlights key components such as product design, delivery, financial capability building, and social intermediation, and addresses how financial services can be tailored to meet the specific needs of different segments of young women, making it both impactful and commercially viable for financial service providers.
Investment model validation: A guide for practitioners
This guide offers a practical framework for assessing the robustness of investment models used in finance. This report covers methodologies such as backtesting, cross-validation, and scenario analysis to mitigate model risk, providing investment professionals with tools to enhance decision-making processes and model reliability. The guide stresses the importance of aligning model outcomes with economic theory and offers insights into performance benchmarking.
The finfluencer appeal: Investing in the age of social media
The report titled examines the role of financial influencers ("finfluencers") in shaping investment decisions, especially among Gen-Z investors. It highlights the regulatory challenges posed by finfluencers, explores their content's appeal to younger audiences, and provides recommendations for enhancing financial literacy and regulatory frameworks.
FINRA's Risk Meter
This tool helps individuals assess their susceptibility to investment fraud. It provides a quick, easy-to-use quiz to identify potential vulnerabilities based on behaviour and demographics, offering insight into personal risk factors for unethical financial schemes. Ideal for raising fraud awareness.
FINRA fixed income database
This database provides a comprehensive collection of market data for US fixed-income securities, including corporate and government bonds. It assists finance professionals in tracking pricing trends, ensuring transparency, and supporting informed investment decisions.
FINRA's Fund Analyzer
The FINRA Fund Analyzer helps finance professionals assess fees, expenses, and potential savings for mutual funds, ETFs, and exchange-traded products. It provides detailed cost comparisons and projections to support informed investment decisions. Suitable for evaluating long-term fund performance and cost efficiency in the UK and Australian markets.
Intelligent financial system: How AI is transforming finance
The report explores the transformative role of AI in the financial sector, focusing on financial intermediation, insurance, asset management, and payments. It highlights both opportunities and challenges, including implications for financial stability and the need for upgraded financial regulation to manage the risks associated with AI's growing influence.
ASIC’s Indigenous Financial Services Framework: Driving change to support First Nations peoples to achieve and experience positive financial outcomes
This framework supports First Nations peoples in achieving positive financial outcomes. Developed through extensive consultations, the Framework includes guiding principles, key learnings, and engagement strategies with stakeholders. It aims to improve financial access and wellbeing for First Nations communities through culturally appropriate and inclusive practices, fostering collaboration across sectors.
Unleashing the potential of Islamic Finance: Global perspectives on achieving the SDGs with Islamic finance tools and concepts
This report summarises discussions from a roundtable on Islamic finance’s potential to advance the UN Sustainable Development Goals (SDGs). It explores the alignment of Islamic finance principles with the SDGs, highlighting the need for regulatory clarity, technical capacity building, and incentives to strengthen Islamic finance markets.
2024 XDI Asia-Pacific real estate investment trust physical climate risk report
This benchmark report assesses the vulnerability of 2,134 assets across 20 APAC REITs to climate risks. By 2050, nearly 10% of properties face high risk, particularly from coastal inundation and flooding, highlighting significant financial implications for investors and the urgent need for adaptation strategies.
Refugee-related investments: Myth or reality?
This report examines the current state of refugee-related investment, a subset of impact investing focused on companies benefiting forcibly displaced people. It discusses the need for sustainable solutions for refugees' economic inclusion, the challenges faced by this nascent field, and recommendations for governments, development partners, and private sector actors to accelerate refugees' social and economic inclusion while benefiting host countries.
Colorful Capital
Colorful Capital supports LGBTQIA+ entrepreneurs and businesses by providing equitable access to capital. They aim to create a more inclusive economy by addressing funding disparities. Their focus on diversity and inclusion in finance helps empower underrepresented communities.
Sustainable Markets Initiative
Sustainable Markets Initiative (SMI) champions sustainable finance and responsible investing, fostering a green economy through innovative market solutions. Explore insights, tools, and resources on sustainability and impact investing. Ideal for investors, policymakers, and businesses committed to a sustainable future.
Investing in stakeholder engagement for improved digital technologies
This report explores the importance of stakeholder engagement for tech sector investors. It shows how engaging with affected stakeholders helps identify, assess, and mitigate human rights risks. It provides recommendations for investors to fund more rights-respecting companies.
Interfaith Center on Corporate Responsibility (ICCR)
The Interfaith Center on Corporate Responsibility (ICCR) is a coalition of faith-based investors advocating for sustainable and ethical business practices. ICCR engages companies on issues such as climate change, human rights, and corporate governance. They aim to promote long-term social and environmental sustainability in corporate conduct.