Mirova assesses Europe’s defence rearmament and examines how responsible investors could contribute without undermining ESG principles. It argues for selective financing, strict exclusions, and innovative tools such as defence bonds, while maintaining focus on environmental transition and European sovereignty.

The article argues that while climate disclosure and green finance initiatives have expanded since Mark Carney’s “tragedy of the horizon” speech, they have failed to shift capital at the scale required to address climate and nature risks. It contends that deeper structural reforms to financial valuation, incentives and capital allocation are needed to move beyond managing symptoms toward financing real-world solutions.

The study finds retail investors substantially overestimate green funds’ climate impact compared with academic experts, mainly due to limited understanding of financial-market transmission. Providing expert information lowers investors’ impact beliefs and willingness to pay, indicating misaligned expectations may drive capital towards products with limited real-world emissions effects.

The report examines the mainstreaming of impact investing, highlighting market growth, increasing institutional participation, evolving standards, and measurement challenges. It outlines barriers to scale and proposes actions to improve integration, transparency, and credibility across investment markets.

The report evaluates 3D investing, extending mean–variance optimisation to include sustainability. It shows how integrating forward-looking climate metrics enables portfolios to balance risk, return, and decarbonisation, supporting alignment with Paris-aligned net-zero pathways under realistic investment constraints.

The report finds European pension funds and insurers have limited capacity to scale EMDE investment. Even doubling allocations by the 35 largest asset owners would yield about USD 120 billion annually, concentrated in investment-grade assets. Regulation constrains insurers more than pension funds.

Mindful Money is a New Zealand–based charity promoting ethical investing and financial transparency. It provides independent research, fund comparison tools and investor advocacy to help people understand where their money is invested, supporting responsible investment, ESG integration and accountability across KiwiSaver and managed funds.

This month’s sustainable finance roundup traces the shift from ambition to enforcement, as climate and nature risks become financial, regulatory and legal realities. It covers Australia’s environmental law reforms, the embedding of climate and nature risk through prudential supervision, disclosure and shareholder pressure, and insurer warnings on the limits of insurability. It also highlights how markets are responding to deforestation and biodiversity risk, and how litigation and regulation are reshaping governance and long-term financial resilience.

This guide outlines how investors can integrate physical climate risks into listed equity and debt portfolios, strengthen portfolio resilience, and mobilise capital for adaptation through asset allocation, due diligence, engagement, and collaboration across policy, finance and the real economy.

This study compares eight biodiversity impact assessment tools used by investors. It finds low consistency in company rankings due to non-standardised methods, weak transparency and limited validation, concluding that reliance on single tools risks mispricing nature-related financial risk and calling for improved disclosures and spatially explicit approaches.

The report analyses global listed firms from 2010–2022 and finds that stronger alignment with UN Sustainable Development Goals is associated with fewer, less severe corporate scandals, especially in highly scrutinised sectors such as energy and utilities, offering investors predictive insight beyond conventional ESG ratings.

This study analyses 1,659 FTSE 350 observations to explore the link between ESG performance and organisational narcissistic rhetoric. Findings indicate that high ESG performance correlates with increased self-promoting language, though greater board gender diversity mitigates this effect. Additionally, strong financial results are positively associated with narcissistic corporate narratives.

This bibliometric review of 1,055 works (1983–2021) charts the evolution of shareholder activism research. It highlights a shift from financial drivers to sustainability-oriented goals. While interdisciplinarity is increasing, disciplinary silos remain. The authors advocate for holistic approaches evaluating non-financial impacts alongside traditional metrics.

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.

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.

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.