TAF is a forward-looking analytical framework by Rhodium Group that evaluates where climate investment and policy will accelerate decarbonisation.

This IIGCC guidance supports institutional investors in integrating deforestation, land conversion, and associated human rights risks into net zero strategies. Aligned with the Net Zero Investment Framework 2.0, it provides practical, asset class-specific action points across listed equity, sovereign bonds, real estate, and private equity and debt.

This paper examines AI data centre electricity demand and its costs for ratepayers and the environment. It finds that Big Tech market capitalisations have risen far above predicted levels since ChatGPT's 2022 launch, while data centres drive up electricity prices and fossil fuel use. Regulatory reforms and innovations are recommended.

EDHEC Climate Institute is a climate finance research resource that provides research, analytical tools and data on climate-related financial risks, transition pathways and climate policy. It supports finance professionals with evidence-based insights for investment analysis, risk assessment and decision-making on climate-related issues.

This report analyses the 2025–2026 proxy season following the SEC's suspension of its no-action review process. Shareholders filed approximately 20% fewer proposals; companies filed over 100 fewer exclusion notices. Exclusions disproportionately affected novel and revised proposals, with proponents increasingly turning to litigation and alternative strategies to preserve shareholder rights.

AlphaGlass is an interpretable machine-learning framework for characteristic-based portfolio construction that directly optimises the Sharpe ratio. Applied to U.S. equities from 2000 to 2021, it achieves a monthly out-of-sample Sharpe ratio of 0.47, outperforming random forests, neural networks, and EBM benchmarks, while providing transparent attribution to firm characteristics.

This Chatham House paper examines four trends — rising defence and dual-use investment, the growth of 'patriotic tech', the push for sovereign AI, and concerns over an AI valuation bubble — that could multipolarise the global AI race, and offers recommendations for private sector preparedness.

The DAX-AEX Futureproof Index Report is a benchmark series that ranks DAX and AEX-listed companies using an Integrated Value framework combining financial, social, and ecological value. It produces a Futureproofing Ratio to assess long-term corporate value creation and transition risk across sectors and economies.

This Shift briefing examines how financial institutions should approach human rights due diligence in relation to weapons and dual-use technologies. It identifies four key challenges, six anchors grounded in international humanitarian law, and six practical approaches to support responsible defence-related lending and investment decisions.

This report examines how institutional investors engage on climate policy and sets out guidance for best practice. Drawing on interviews with 70+ individuals and a survey of investors representing approximately USD 33 trillion in AUM, it calls for a shift from disclosure-focused engagement towards real economy policies, and identifies three field-building priorities.

The 2025 RDR Index Big Tech Edition ranks 14 major technology companies on governance, freedom of expression, and privacy. Microsoft leads overall with 50%, followed by Alphabet at 49% and Meta at 47%. Scores are also assessed across eight thematic lenses, including algorithmic transparency, security, and targeted advertising.

TIIP develops tools and advisory services for system-level investing, helping institutional investors manage systemic risks related to climate change and inequality.

ResilienceArc is an open-access platform assessing corporate exposure and resilience to physical climate risks by linking asset-level data.

This investor guide examines ocean-related risks and opportunities across nine ocean-dependent sectors. It outlines five key drivers of ocean degradation, introduces a seven-step portfolio assessment framework, and provides sector-specific engagement guidance for fisheries, aquaculture and maritime transportation.

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.

Published by ICCR in April 2026, this report provides investor guidance on addressing excessive executive compensation. It outlines proxy voting guidelines, pay thresholds, and stewardship frameworks to help investors challenge the growing gap between CEO and worker pay, and promote greater accountability and long-term value creation.