Library | Finance relevance

Investment managers / asset managers

Refine
Resource type
Sustainable Finance Practices
ESG issues
SDGs
SASB Sustainability Sector
Finance relevance
Asset Class
Location
TAG
1269 results
REFINE
SHOW: 16

Trust, financial literacy, and financial behaviors: Shaping retirement security

National Bureau of Economic Research (NBER)
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.
Research
7 May 2026

Sustainability-related disclosure guidance

Financial Markets Authority (FMA)
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.
Research
18 May 2026

Beyond net zero: The rise of transition plans and what they tell investors

Sustainable Fitch
This Sustainable Fitch report examines the rise of corporate transition plans, driven by regulatory requirements and investor demand. It reviews six mainstream transition planning frameworks, finding alignment on core principles but variation in detail, and analyses around 40 entities, revealing strong Scope 1 and 2 targets but patchy Scope 3 commitments and limited transition revenue.
Research
13 April 2026

Investing in the arms race: The companies building nuclear weapons and their financiers

Impax Asset Management
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.
Research
20 April 2026

From fragmentation to insight: Why data convergence matters for scaling impact

Global Impact Investing Network (GIIN)
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.
Research
24 April 2026

Sustainable finance and corporate law: Lessons from the US

European Corporate Governance Institute (ECGI)
This report analyses the trajectory of sustainable finance and corporate law in the US. It focuses on the SEC's proposed climate disclosure rule and California's state-level reporting mandates, examining the political and institutional challenges these initiatives face and the implications of a federalist approach for corporate compliance.
Research
9 April 2026

Forging a global clean steel economy: Leveraging trade to reduce the green premium

Rhodium Group
This report examines how decarbonising the global steel industry requires separating ironmaking from steelmaking. By leveraging international trade, countries can co-locate energy-intensive processes in resource-rich regions like Brazil, Australia, and India. This strategic approach reduces production costs and helps lower the green premium for clean steel.
Research
5 May 2026

Making your city investable: A practical guide to green finance

ICLEI – Local Governments for Sustainability
This guide outlines how local governments can access green finance by shifting from ad hoc initiatives to embedded institutional strategies. Highlighting successful international examples, it emphasises the importance of transparent governance, predictable project pipelines, and standardised reporting to build investor confidence and secure long-term climate capital.
Research
10 March 2026

Viability of standalone battery energy storage tariffs discovered in 2025

Institute for Energy Economics and Financial Analysis (IEEFA)
This report examines the viability of standalone battery energy storage tariffs in India during 2025. It highlights a significant divergence between aggressive tariff reductions and actual project costs, evaluating associated execution risks, supply chain dependencies, and the need for procurement framework reforms to ensure sector resilience.
Research
18 May 2026

Update on China's climate policy from the 2026 two sessions: How Chinese companies and industry are shaping the energy transition agenda

InfluenceMap
This report analyses corporate engagement in China's climate and energy policy during the 2026 Two Sessions. It outlines the 15th Five-Year Plan's carbon intensity reduction target and examines how the oil, gas, new energy, and automotive sectors are influencing the nation's decarbonisation and energy transition agenda.
Research
1 April 2026

Beyond the illusion of innovative climate finance at scale in Africa: A market-informed blueprint for Kenya's just and resilient climate transition

University of Cambridge Institute for Sustainability Leadership (CISL)
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.
Research
18 May 2026

The battle over energy security: Challenging the fossil fuel playbook

InfluenceMap
This report by InfluenceMap analyses how the fossil fuel industry uses geopolitical instability to promote energy security narratives. It highlights the industry's historical playbook of delaying the renewable transition and outlines current counter-arguments from renewable sectors advocating for electrification to ensure genuine energy independence and affordability.
Research
1 April 2026

Establishing risk-based resilience indicators for hard-to-abate industries

Value Balancing Alliance
This report develops a Resilience Indicator for hard-to-abate sectors, evaluating transition and physical climate risks. It offers a transparent, risk-based tool for investment decisions, focusing on cash-flow stability and adaptive capacity, to provide more actionable insights than generic ESG scores.
Research
25 March 2026

Socially-minded investors and corporate behavior

European Corporate Governance Institute (ECGI)
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.
Research
30 April 2026

Study on national climate litigation

Council of Europe
This report analyses strategic climate litigation trends across Europe, examining cases against states and corporations. It highlights key legal strategies, including human rights claims and polluter-pays mechanisms, while assessing the challenges of enforcing damages and the evolving obligations of governments and high-emitting businesses.
Research
24 February 2026

AI corporate governance and Ben & Jerry’s risk

European Corporate Governance Institute (ECGI)
This report analyses the governance structures of OpenAI, Anthropic, and Ben & Jerry’s. It examines the risks of appointing independent guardians to prioritise social missions over shareholder profits. The findings highlight how fully insulated guardians can harm investors and undermine their own missions without proper accountability mechanisms.
Research
3 May 2026
PREV
3 of 80
NEXT
Join or sign in to use Alma, Altiorem’s AI Agent. While the Altiorem library is free, Alma is exclusive to paying subscribers.