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Sustainable investing: Establishing long-term value and performance

Deutsche Bank
The study finds that corporations with a commitment to sustainable investing have superior risk-adjusted returns. While fund managers face challenges in capturing the outperformance with some exceptions, they have not generally underperformed. Integrated reporting can be used to improve the transparency and accuracy of ESG information.
Research
15 June 2012

Unlocking investment capital for Indigenous Peoples

Indigeneous, Land and Sea Corporation (ILSC)
This paper tackles the challenges faced by Indigenous communities in accessing investment capital. It explores capital requirements and common barriers to obtaining the necessary funding, providing recommendations to fill gaps in access, provide support, and facilitate positive partnerships.
Research
12 May 2022

Investor ESG guide on private security and human rights

Investor Alliance for Human Rights
This investor guide highlights that private security-related adverse human rights impacts are common and typically include excessive use of force, unfair working conditions and sexual exploitation. As fiduciaries, institutional investors are obligated to identify and mitigate these potential adverse impacts.
Research
30 January 2024

Guidance and questionnaire for assessing client sustainability preferences and motivations

Sustainable Finance Observatory
This report presents guidelines for investment firms to assess client sustainability preferences and motivations, and select financial products accordingly. The guidance outlines a three-step process toward a product recommendation and identifies keyword categories of sustainability preferences and motivational characteristics.
Research
20 September 2023

A practitioner guide for asset managers and asset owners to assess clients’ and beneficiaries’ sustainability preferences

Sustainable Finance Observatory
This report is a practical guide for asset managers and owners to assess clients' sustainability preferences. It introduces research questions based on contextual settings and presents general guidelines for conducting surveys and experiments. The report also includes key findings and insights for financial institutions and regulators to adapt to energy transitions.
Research
18 September 2023

CIMS vs. NZBA climate target setting: Cross-fertilizing best practices

Sustainable Finance Observatory
This report compares the NZBA and CIMS methodologies for climate target setting and identifies best practices for optimizing the mitigation of GHG emissions. By examining their differences and commonalities, the authors provide recommendations and suggest that combining the two frameworks could create a robust joint disclosure framework.
Research
22 February 2024

Market review of environmental impact claims of retail investment funds in Europe

Sustainable Finance Observatory
This report explores the environmental impact claims made by European retail investment funds and assesses their accuracy and possible ramifications. Findings reveal a high prevalence of misleading claims and a need for better guidance and regulation to address the issue. Short and long-term recommendations are proposed.
Research
13 September 2023

A sustainable finance policy engagement handbook

Principles for Responsible Investment (PRI)
This handbook introduces six principles outlining institutional investors' commitment to incorporate ESG issues in investment analysis, ownership policies and practices, and promotion of acceptance and implementation of the Principles. The report explains how responsible investors can engage with policymakers to promote a sustainable financial system.
Research
25 November 2022

Industry influence on biodiversity policy: A pilot study demonstrating industry associations’ engagement on biodiversity-related policy and regulations

InfluenceMap
This report reveals that industry associations representing key sectors and some of the largest companies in the world are lobbying to delay, dilute, and block critically needed biodiversity policy in both the EU and US. The vast majority of engagement on specific policies and regulations is oppositional, seeking to roll back, weaken, or block policy.
Research
24 October 2022

Putting pandemics behind us: Investing in one health to reduce risks of emerging infectious diseases

The World Bank
This report discusses One Health, an approach that recognises the interdependent nature of human, animal, and environmental health. It presents an investment framework designed to mobilise finance for pandemic prevention and reduce the risks of emerging infectious diseases.
Research
21 October 2022

A conceptualisation of sub-living wages: Liabilities, leverage, and risk

Harvard Business School
This report proposes an alternative approach for organisations to account for wages paid below the local living wage level through a firm's balance sheet, creating leverage effect as the organisation borrows from society, reflecting higher stakeholder risk. This can help investors, policymakers, customers, corporate managers and other stakeholders to assess an organisation's exposure to human capital erosion.
Research
15 June 2022

Impact investing in biodiversity conservation with bonds: An analysis of financial and environmental risk

This report examines the financial and environmental risks associated with impact investing in biodiversity conservation through bonds. It evaluates five case studies, analysing the projects' theories of change, potential risks, and mitigation strategies. The findings highlight complexities in achieving both financial returns and conservation impact, with concerns about vague metrics and project uncertainties.
Research
21 May 2022

Super-powering the energy transition in Australia: A policy blueprint to facilitate superannuation investment

IFM Investors
This policy blueprint advocates for a shift to renewable energy, proposing over A$40 billion annual investment. It highlights superannuation funds as potential long-term capital sources for the transition, addressing barriers and recommending clear policies to achieve ambitious sustainability goals across critical sectors for a more sustainable future.
Research
1 December 2023

Just transition criteria: How to align investments with a just transition

Impact Investing Institute
The report offers just transition criteria for investors, aligning products with climate action, socio-economic equity, and community involvement. It enhances existing frameworks, ensuring global alignment for a net-zero transition while emphasizing the three key elements: climate action, socio-economic equity, and community voice.
Research
24 May 2023

Fostering impact: An investor guide for engaging communities in place-based impact investing

Impact Investing Institute
This paper provides real-life cases and practical steps to integrate community engagement in investment processes. It offers methods for investors to identify and pursue community engagement opportunities, outlining different ways to incorporate engagement into investment decision-making.
Research
26 September 2023

Seeing through the green: A guide to greenwashing risks for asset managers

Sustainalytics
This report is an in-depth analysis of the risks and pitfalls of greenwashing in sustainable investments. It provides an overview of the current regulatory landscape, common greenwashing practices, and best practices for addressing them.
Research
31 August 2023
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