Over the coming decades economies will transition towards a low carbon economy. This paper explores the adaptive capacity of firms to financial risks that may arise in the context of this transition, while detailing the risk of a "too sudden too late scenario of sweeping legal, social and environmental change".

The report explores Black workers in the private sector by analysing Black participation in the entire US private-sector economy, their representation, advancement, and experience in companies. And addresses key challenges moving forward including actions companies and stakeholders can take to accelerate progress on diversity, equity, and inclusion.

This paper discusses how current institutional investing practices and asset allocation strategies conflict with ESG objectives. It encourages institutional investors to review their systematic risk-management practices and recommends the diversification of asset allocation to more regenerative investment structures and asset classes.

The Asia Pacific Loan Market Association (APLMA) is a professional, non-profit trade group that serves the interests of institutions that participate in the syndicated loan markets across the Asia-Pacific region. The APLMA has developed standardised documents for syndicated loan transactions in the Asia Pacific markets.

Based on interviews with 22 leading asset owners, this 2018 report explores the best-practices landscape for managing climate risks and opportunities. The report identifies barriers faced by industry leaders and presents a framework of ten building blocks for other asset owners developing and introducing climate strategies.

Morningstar is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

A two page read that reports the annual growth of the Responsible Investment Managed Funds market within Australia and New Zealand. It offers insight into the composition of this market and a short snapshot into the performance of overseas equity trusts.

This toolkit guides investors on how to assess a company’s relationship with Indigenous stakeholders and its respect for their cultural heritage. The toolkit explains the impact of those issues on long-term financial value before providing detailed guidance on what investors should look for in a company's disclosure and engagement practices.

This report explores the contribution of the banking sector to the biodiversity crisis and the destruction of nature as of 2019. The report ranks the 50 largest banks globally based on their financing of unethical operations, finding a large impact on deforestation, ecosystem destruction and overfishing.

Plan for Life, Actuaries & Researchers is an ISS Market Intelligence brand that collects Australia and New Zealand data covering retirement, managed funds, and life insurance markets using actuarial methods in order to provide clients with market share reports and statistics, business intelligence, product analyses and consulting services.

There has been a gap between understanding climate change and the implications it has for finance and the broader economy. This paper provides insight into scenario analysis - using data and climate science to provide more transparency on their financial risks in the medium and long term.

Loan Syndications and Trading Association (LSTA) is the trade association, research, standards setting and policy voice for the syndicated corporate loan industry in the United States. LSTA aims to foster fair market practices and promote the highest degree of confidence for investors in floating rate corporate loans.

This report provides a guide on how to identify and treat human rights violations in the financial services sector. It is broken down into four parts to help the sector address modern slavery risks and develop more transparent reporting practices.

This paper argues against Andrew Rudd’s ‘inescapable conclusion’ that integration of environment, social or governance (ESG) criteria in the investment processes must worsen portfolio diversification. While, negatively impacting diversification through number of stocks and correlation it improves portfolio diversification through a reduction of the average stock’s specific risk.

As the world’s second largest asset manager, Vanguard Group Inc. has the potential to become a climate action leader. Despite Vanguard’s commitment to the Net-Zero Asset Manager initiative, the report argues that Vanguard’s significant share in fossil fuel exposed companies demonstrates a passive attitude towards climate change.

This paper makes the investment case for businesses and investors alike to implement policies that align with the latest science on climate change. It provides a framework that stakeholders can use to mitigate climate risks and manage the transition to a net-zero carbon economy by 2050.