This report explores critical minerals as a structural theme rather than a cyclical trend. It highlights that bottlenecks in downstream processing and high geographic concentration, particularly in China, create strategic vulnerabilities. For investors, value-chain-based assessments are prioritised over short-term price movements to navigate this lasting global economic transformation.

This benchmark series provides an analysis of climate-related investment practices among institutional investors. It tracks progress against recognised frameworks, identifies structural barriers to capital deployment, and monitors evolving trends. The series explores how assets are managed in response to climate risk, supporting a transition towards net-zero goals.

This report examines how the Dutch Fund for Climate and Development (DFCD) Origination Facility integrates biodiversity into climate finance. Through diverse case studies, it highlights pathways for private investment, the necessity of landscape-level perspectives, and the role of technical assistance in making nature-positive business models bankable.

This guide helps financial institutions assess portfolio exposure and engage with companies on digital sequence information (DSI). It outlines regulatory risks, including the Cali Fund and benefit-sharing under the UN Convention on Biological Diversity, while providing practical tools for investor engagement across the pharmaceutical and biotechnology sectors.

The DEFT Pathway is a framework developed by Global Canopy and Profundo to help financial institutions categorise and assess corporate progress in eliminating deforestation and ecosystem conversion.

The Climate Shift Index: Ocean is an interactive global map by Climate Central that quantifies the influence of climate change on daily sea surface temperatures, assisting in the assessment of marine-related physical risks.

This research evaluates Climate Action 100+’s impact on corporate climate action using a Difference-in-Differences analysis. It finds no evidence of improved disclosure or historical emission reductions. While the coalition influenced long-term targets for specific companies, the absence of short-term milestones suggests potential decarbonisation backloading and greenwashing risks.

This report provides a framework for investors to manage AI-related risks in portfolio companies. It outlines material risks, categorises company significance, and introduces the AI Governance Framework. The document encourages collective action through engagement, voting, and policy advocacy to promote responsible AI development across various industrial sectors.

A resource from Climate Policy Initiative designed to help financial institutions track progress and assess the quality of adaptation and resilience finance while managing physical climate risks.

Wikirate 2.0 is an open-source ESG data platform providing over 8 million data points on 150,000+ companies. It centralises benchmarks, corporate metrics, and supply chain data to support transparent investment analysis and corporate accountability.

Still Banking on Coal is a dataset by Urgewald that tracks global bank financing for the thermal coal industry. It provides transparency on loans and underwriting from over 740 banks, highlighting the gap between climate commitments and actual financial flows.

A weekly tool monitoring drought location and severity across the U.S., produced by the NDMC, USDA, and NOAA. It offers essential data for assessing agricultural risk and water stress.

ClimateDeck is a data platform by Rhodium Group providing global clean energy investment tracking, greenhouse gas emissions inventories, and energy market forecasts to support climate risk analysis.

Coastal Risk Finder is an interactive mapping tool by Climate Central that provides localized sea level rise and flood risk projections. It helps users assess geographic vulnerability and population exposure through 2100.

Robeco’s Global Climate Investing Survey is an annual research series examining institutional and wholesale investors’ approaches to climate change and sustainable investing. It explores climate-related risks and opportunities, net-zero commitments, portfolio decarbonisation, investment strategies, active ownership and climate transition finance, alongside evolving regulatory and market conditions.

This report analyses actions by over 800 investors to address nature and biodiversity risk. It highlights progress in corporate engagement and disclosure while identifying critical policy gaps. Six key government actions are recommended to accelerate private sector contributions toward the Kunming-Montreal Global Biodiversity Framework targets.