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Multi-Asset / General
Investment strategies that allocate across multiple asset classes (e.g., equities, bonds, real estate, alternatives) for diversification.
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Using scenario analysis for future resilience: Top tips for pension fund chairs and trustees
This guide from Accounting for Sustainability supports pension fund chairs and trustees to move beyond simplified climate scenario analysis. It outlines the limitations of current models, provides practical examples from USS, NBIM and APG, and offers six actionable tips to embed scenario insights into strategic decision making.
Valuing Impact Dataset
Valuing Impact provides a dataset, insights, methods and case studies to support impact valuation and measurement across organisations.
Applying planetary boundaries: Effective risk management and value creation
This report examines how the Planetary Boundaries Framework translates nine critical global processes into material risks and value creation opportunities for investors and corporates. Seven of nine boundaries have already been breached. Tools, frameworks, and an investor engagement plan are outlined to support Earth-system-aligned capital allocation and long-term value creation.
Weapons, dual use tech and financial institutions
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.
SIPRI Military Expenditure Database
SIPRI's open-access database providing annual military expenditure data for countries worldwide from 1949 to 2025, across multiple metrics.
Time to get real: Current and future best practice for investor engagement on climate policy
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.
An expanding mandate: A systems-level framework for asset management
This report from the Thinking Ahead Institute and CAIA Association argues for expanding the investment mandate to incorporate systems-level thinking. Drawing on a survey of 176 asset managers and roundtables with 120 senior executives, it presents an inside-out, outside-in framework for navigating polycrisis and long-term systemic risks.
From measurement to decision: How impact valuation is changing the way leaders decide
This paper by Valuing Impact examines how 19 organisations are moving beyond sustainability measurement to use impact valuation as a decision-making tool. Covering strategy, investment, steering, operations and stakeholder engagement, it presents case studies and six practical lessons for embedding impact data alongside financial information in real business decisions.
TIIP: The Investment Integration Project
TIIP develops tools and advisory services for system-level investing, helping institutional investors manage systemic risks related to climate change and inequality.
Climate Shift Index Global Map
The Climate Shift Index Global Map by Climate Central is an interactive tool visualising global air, ocean, and humid heat climate factors.
Doughnut of Social and Planetary Boundaries
The Doughnut of Social and Planetary Boundaries is a visual monitor tracking global progress across social foundations and ecological limits.
CEF Newsletter
The CEF Newsletter delivers updates and financial analysis on the global energy transition, renewable energy markets, and climate policy.
Posters & Resources - Reconciliation Australia
The Posters & Resources portal by Reconciliation Australia offers downloadable assets to support National Reconciliation Week 2026.
The Ocean framework: An investor guide to navigating ocean risks and opportunities
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.
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.
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.