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Analysis of ethics and investor behaviour and its impact on financial satisfaction of capital market investors
This research, through hypothesis testing, examines the impact of investors' ethical awareness and understanding on investor behaviour in capital markets and its link to increased financial satisfaction through that behaviour. As such, the reports challenges neo-classical economic theory by suggesting investors look beyond risk and return and develop investment portfolios in line with their ethics.
Climate risk disclosure by Australia’s listed companies
Due to the foreseeable risk of climate change that companies face today, the Australian Securities and Investments Commission has conducted a surveillance project examining climate risk disclosure of companies in the ASX-300. ASIC's report sets out findings and high-level recommendations for listed companies and their directors on climate risk disclosure.
Sustainable signals: Individual investor interest driven by impact, conviction and choice
The report highlights key findings from Morgan Stanley’s Sustainable Signals survey. It focuses on individual investor attitudes, adoption rates and barriers to sustainable investment’s position in mainstream strategies. It supports the case for asset managers and financial advisors to expand solutions and capabilities in order to keep pace with increasing investor demand.
The impact investing journey: Aligning portfolio with purpose
This report describes how a philanthropic organisation uses impact investing throughout its portfolio. Society has changed its view on ethical investing, and The Russell Family Foundation has implemented this in their mission. Three pillars of their portfolio target social, environmental and financial areas of investing, and these allow them to achieve their company objectives.
Multi-asset investments: Managing sustainability from a total portfolio perspective
Integrating environmental, social and governance (ESG) criteria into existing portfolios involves considerations beyond benchmark tracking and diversification such as budgets for governance and risk as well as portfolio impacts of different types of ESG implementation. The report explores ESG portfolio integration as well as outlining trade-offs in portfolio management.
From risk to resilience: Engaging with corporates to build adaptive capacity
This report outlines how investors can identify whether certain companies are at a heightened risk as a result of extreme weather events. Additionally, it addresses how communications between corporate companies and investors can mitigate these risks and respond accordingly, thus promoting better adaptability to the financial risks of climate change.
Why do we invest ethically?
This report looks at investor behaviour, and contends that investors no longer behave in the “rational” fashion that traditional finance theory assumes. Studying the desire to invest ethically challenges the relevance of traditional finance theory, and helps improve our understanding of ethical investor behaviour.
Australian Council of Superannuation Investors
Australian Council of Superannuation Investors (ACSI) provides strong advice on environmental, social and governance (ESG) issues on behalf of its members. It seeks to achieve improvements in the practices of its member superannuation funds and enhance the ESG performance of companies.
Modern slavery reporting - Guide for investors
This report aims to guide reporting entities and investors on the requirements of the Australian Commonwealth Modern Slavery Act 2018. It informs and provides suggestions to companies and investors on how to identify, manage and reduce the risks and impacts of modern slavery.
Guide to unlocking prosperity: Finance, investment and sustainable development
Companies and institutional investors can contribute to the Sustainable Development Goals (SDGs) through their business activities and investment decisions. This guide lists the many actions that these financial industry participants can take to achieve these goals across sectors including education, clean energy, agriculture, and health.
In focus: Addressing investor needs in business reporting on the SDGs
This report aims to integrate Sustainable Development Goals (SDGs) into the business reporting process. This is done by providing perspectives and recommendations on key parameters to effectively inform investor decision-making processes. This report builds on current available disclosures and does not intend to create a new reporting framework.
Climate change: Awareness to action
Australian Prudential Regulation Authority (APRA) has highlighted the financial risks of climate change facing financial services organisations, saying that they are material, foreseeable and actionable now. APRA’s survey of 38 entities summarises the activities that those entities are adopting to mitigate financial risks. This information paper provides APRA's insights into responses to their survey.
The value of responsible investment
The research explores the moral, financial and economic justification for responsible investment, and the academic evidence underpinning future action. It concentrates on how ESG factors materially impact investment risk and returns, clarifying the agency of investors over non-financial value creation.
How investors integrate ESG: A typology of approaches
Understanding how investors are applying the growing supply of corporate ESG information into their investment decision-making is increasingly important. This report aims to help investors navigate the rapidly changing responsible investing landscape by developing a typology that classifies approaches to environmental, social and governance (ESG) integration.
Global corporate green investment and the UN Sustainable Development Goals: How green bonds can help close the funding gap
This research identifies the potential for increased green bond issuance to support the green investment needs of large global publicly traded companies across all sectors. Comparing companies’ business as usual (BAU) to pathways aligned to the Sustainable Development Goals (SDGs), case studies illustrate how green bonds can support transitions to low-carbon business models.
Principles for Responsible Investment (PRI)
Principles for Responsible Investment (PRI) is the world's leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance factors and to support its network of investor signatories in incorporating these factors into their investment and ownership decisions.