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
1033 results
REFINE
SHOW: 16

Creating value from big data in the investment management process: A workflow analysis

CFA Institute
The report analyses how investment professionals use AI and big data, noting moderate but rising adoption, multihoming across tools, and key challenges including skills gaps, data quality, and model opacity. It highlights organisational priorities such as upskilling and workflow automation to enhance efficiency and decision making.
Research
7 January 2025

Harmonised framework for impact reporting for social bonds handbook

International Capital Market Association
The handbook provides a harmonised framework for issuers to report social bond impacts, outlining core reporting principles, target population disclosure, and preferred quantitative indicators. It introduces sector guidance—initially affordable housing—and offers templates to support consistent, transparent, and comparable impact reporting across social project categories.
Research
24 September 2024

Assessment of the biodiversity impacts and dependencies of globally listed companies

Finance for Biodiversity Foundation
The report assesses biodiversity impacts and ecosystem service dependencies of 2,369 globally listed companies using multiple footprinting tools. It finds impacts highly concentrated among few firms, driven mainly by climate change, pollution and land use, with food, energy and chemicals sectors prioritised for investor engagement.
Research
10 February 2024

Starting in and transitioning into sustainable finance careers

Finance relevance: Finance and Sustainability Professionals; Finance and Sustainability Students
This guide explores ways to get started in and transition into sustainable finance careers. It focuses on how professionals can build foundational knowledge, apply transferable skills, and take opportunities to create impact. Through expert insights it highlights strategies to navigate evolving roles and align finance with real sustainability outcomes.
Expert guide
19 December 2025

Briefing paper: The fiduciary duty case for climate justice

Intentional Endowments Network
The report argues that climate justice is integral to fiduciary duty, as climate and inequality risks threaten long-term value. It outlines definitions, system-level investment frameworks, and practical tools that help investors manage systemic risks and support a just low-carbon transition.
Research
26 June 2025

Institutional investment in addictive industries: An important commercial determinant of health

The study examines how Tobacco-Free Finance Pledge signatories apply exclusion policies to addictive industries. Investors show diverse thresholds, with European institutions more likely to exclude alcohol, gambling, and cannabis. Reputational and compliance considerations dominate justifications, highlighting investment decisions as significant commercial determinants of health.
Research
14 October 2024

The Other Half of the Transition: Why Livestock Deserves as Much Attention as Energy

This article highlights the major climate impact of livestock and explains why the absence of clear roadmaps, metrics, and financing strategies has left the sector far behind the energy transition. It proposes policy reforms, mitigation hierarchies, and justice-centered pathways to unlock effective and equitable change.
Article
8 December 2025

Integrating human rights due diligence (HRDD) in finance and investment

Finance relevance: Investment professionals
This guide provides practical steps for successful investor collaborations, helping investors navigate challenges, align on objectives and leverage collective influence. Drawing from expert insights and real-world case studies, it outlines effective governance, engagement strategies and resource management to drive measurable corporate and policy change through coordinated investor action.
Expert guide
7 December 2025

The transition finance playbook: A practical guide for financial institutions

Accounting for Sustainability (A4S)
A practical guide outlining how financial institutions can scale transition finance through governance, eligibility criteria, portfolio segmentation, due-diligence enhancements and engagement. It highlights Canadian market context, barriers, and actionable “top tips” to support credible decarbonisation, stewardship and collaboration across the financial system.
Research
3 June 2025

Institute for Sustainable Finance (ISF)

Academic Institutions
Institute for Sustainable Finance (ISF) at Smith School of Business, Queen’s University, is Canada’s first multi-disciplinary hub aligning finance with environmental sustainability. It conducts research, publishes policy guidance, and runs education and collaboration programmes to help policymakers, investors, and firms integrate climate risk, nature, and ESG considerations into capital allocation and regulation.
Organisation
1 research item

Leakage in the common ground: How misalignment in sustainable finance taxonomies impacts cross-border capital flows

The paper models how misaligned sustainable finance taxonomies can cause cross-border capital leakage, reducing alignment with developed-market standards. It identifies four ratios determining whether endorsing common ground improves outcomes and shows leakage can be significant without regulatory measures to differentiate and prioritise higher-quality green bonds.
Research
3 July 2025

From discovery to delivery: Finding an investment edge in biopharma services

McKinsey & Company
This report summarises growth opportunities for private equity in biopharma supply chain services, a $77 billion profit pool, despite recent deal declines. Key areas include innovative large modalities like ADCs, niche inputs, sterile fill-finish, and GLP-1 delivery devices.
Research
19 January 2025

Business frameworks and actions to support human rights defenders: A retrospective and recommendations

Business and Human Rights Resource Centre
The report reviews how businesses can better respect and support human rights defenders by strengthening policies, due diligence, and accountability. It outlines emerging frameworks, examples of company action, implementation challenges, and recommendations for companies, investors, multistakeholder initiatives, and States to safeguard civic freedoms and address risks linked to business activities.
Research
16 July 2025

Essential guide to valuations and climate change

Accounting for Sustainability (A4S)
This guide provides a framework for incorporating climate-related risks and opportunities into business valuations. It outlines a five-step process, highlights data and disclosure challenges, and illustrates application through case studies. The aim is to support more consistent, transparent and informed valuation practice as climate impacts become increasingly material.
Research
10 December 2020

Sustainable Finance Roundup November 2025: Transition Turning Points and Rising Accountability

This month’s sustainable-finance roundup highlights faster transition momentum, rising physical risks and a tightening focus on accountability. COP30 reinforced expectations for stronger 2035 targets, while national actions underscored diverging paths toward decarbonisation. Markets continued shifting toward clean energy and resilience, and new science made climate harms more visible. With regulatory scrutiny and litigation increasing, transition credibility and real-economy resilience are becoming core drivers of financial risk and investment decisions.
Article
1 December 2025

Social benchmark 2024 insights report

World Benchmarking Alliance
This benchmark series assesses the world’s most influential companies on their human rights, decent work and ethical conduct practices. It provides a comparative view of corporate social performance, supporting stakeholders to understand progress, identify gaps and inform actions that contribute to a more inclusive and sustainable global economy.
Benchmark/series
1 July 2024
PREV
4 of 65
NEXT
Join or sign in to use Alma, Altiorem’s AI Agent. While the Altiorem library is free, Alma is exclusive to paying subscribers.