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Listed Equities
Shares of publicly traded companies on stock exchanges, representing ownership and claim on profits.
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The benefits of access: Evidence from private meetings with portfolio firms
This paper analyses over 4,700 private meetings between a large active asset manager and portfolio firms using proprietary data from Standard Life Investments (2007–2015). Meetings transmit soft information that influences analyst recommendations and fund manager trading, generating statistically significant abnormal returns and profitable trading decisions.
SRI Connect – Market buzz: SRI/ESG market trends & dynamics
This resource provides an introductory overview of Sustainable and Responsible Investment (SRI) and ESG, explaining key concepts, motivations, terminology, market developments and investment strategies. It is designed to help newcomers understand how sustainability considerations are incorporated into investment practice and the broader sustainable investment industry.
Just transition in action: Complement to NZIF supplementary guidance for just transition
Produced by IIGCC with support from AIGCC, IGCC, and Ceres, this report complements the NZIF Supplementary Guidance on Just Transition. It provides practical case studies and frameworks to help investors integrate social equity considerations into climate-aligned investment strategies across internal direction, asset alignment, and external engagement.
Don't mess with the ETS: Priorities for the upcoming EU emissions trading system revision
Carbon Market Watch presents a 10-point plan for improving the EU Emissions Trading System ahead of its upcoming revision. The report argues against weakening the cap, free allocation phase-out, or the Market Stability Reserve, and calls for expanded coverage of aviation, shipping, and biomass, alongside eliminating fossil fuel subsidies from ETS revenues.
IEA Methane Tracker Data Tool
The IEA Methane Tracker Data Tool provides interactive, country-level methane emissions data and enhanced policy tracking across the energy sector.
PowerPulse: India Corporate Dashboard
An IEEFA dashboard assessing the financial, operational, and energy transition progress of listed power sector companies in India every quarter.
Mindful Money Fund Checker
Free NZ tool to check and compare KiwiSaver funds against ethical issues of concern using publicly available data and portfolio analytics.
Modeling ghost GDP: Macro-financial risk and diversified portfolios in the age of artificial intelligence, automation, and populism
This PDI working paper stress-tests four AI-driven labour displacement scenarios against US macro-financial data, modelling cascading losses across household debt, corporate credit, equities, pensions, insurance, and fiscal channels. Total economy-wide value at risk ranges from approximately $15–18 trillion (Light) to $62–72 trillion (Aggressive). Predistributive mechanisms are proposed as structural solutions.
State of the Industry: Cultivated meat, seafood, and ingredients series
This benchmark series is an annual State of the Industry series that provides a global overview of the cultivated meat, seafood and ingredients sector. It tracks commercial developments, investment activity, scientific and technological progress, consumer insights, and government and regulatory developments, assessing the sector’s progress towards large-scale commercialisation and adoption.
The hidden benefit of ESG
This study examines 2,386 U.S.-listed firms from 2016 to 2021 and finds a causal link between higher ESG scores and fewer financial statement restatements in the post-2019 Business Roundtable Statement period. The findings position ESG as a rational risk management tool and challenge the premise underlying anti-ESG legislation.
Five differentiators of outperforming family-owned businesses in India
McKinsey analysed about 300 publicly listed Indian family-owned businesses to identify five differentiators of top performers: core operational excellence, effective generational transition, portfolio diversification, talent and culture, and robust governance. FOBs contribute more than 75 percent of India's GDP and outperform non-family-owned businesses on revenue growth and shareholder returns.
Passing the baton: Creating value through CEO succession at family businesses
This McKinsey report analyses CEO succession at family-owned businesses, drawing on 200 publicly traded and 170 private FOBs globally. It finds that succession on average erodes shareholder value, but top-performing FOBs can achieve the opposite by applying 11 critical practices spanning five foundational and six distinctive areas.
Voice without influence? Global investor voting rationale disclosures in Korea
This study examines whether global institutional investors’ voting rationale disclosures influence Korean firms’ gender diversity and climate-related policies. It finds stronger investor focus on board gender diversity than climate risk, limited influence on large firms, greater impact on smaller firms’ emissions reductions, and evidence that voting rationales affect the credibility of sustainability reporting.
Beyond net zero: The rise of transition plans and what they tell investors
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.
Sustainable finance and corporate law: Lessons from the US
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.
Update on China's climate policy from the 2026 two sessions: How Chinese companies and industry are shaping the energy transition agenda
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.