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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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Women on boards and the human capital connection

MSCI Inc.
Companies with a gender diverse board and stronger talent management practices enjoyed higher growth in employee productivity compared to companies with a diverse board only or with strong talent management practices only. Companies with mostly male boards and lagging talent management practices had the lowest rates of employee productivity growth.
Research
1 March 2018

The emergence of foreseeable biodiversity-related liability risks for financial institutions: A gathering storm?

Commonwealth Climate and Law Initiative
This report proposes a framework for financial institutions to consider biodiversity-related liability risks in their broader assessment of financial risks associated with biodiversity. Understanding the potential of liability risks will help financial institutions identify, price and mitigate the direct and indirect impacts of biodiversity-related risks.
Research
31 August 2020

Investing in low-carbon transitions: Energy finance as an adaptive market

This article explores the role of financial markets in capitalising low-carbon energy systems and long-term change. Ultimately, the authors contend that current assumptions on efficient market behaviour do not fit the energy industry, and to reliably capitalise on low-carbon transitions, an adaptive market assumption should be held.
Research
29 October 2015

How to report on the SDGs: What good looks like and why it matters

Klynveld Peat Marwick Goerdeler International (KPMG International)
Corporate action towards the United Nations Sustainable Development Goals (SDGs) will be fundamental to achieve necessary progress. This report aims to guide corporations on how and why to report on the SDGs and gives an overview of current progress based on the top 250 global companies.
Research
1 February 2018

From the stockholder to the stakeholder: How sustainability can drive financial outperformance

Arabesque
This 2015 report is a meta-study of over 200 sources of research on ESG (academic studies, industry reports, newspaper articles and books). It finds a positive correlation between diligent ESG and economic performance – i.e., companies with robust sustainability practices demonstrate better operational and financial market performance.
Research
31 March 2015

How can investors help prevent corporate policy capture?

Preventable Surprises
This project aims to make corporate political capture a central component of investors’ approach to ESG stewardship and integration. It leverages information on the state of play for key sectors and shares lessons learned from past investor engagements, including a 12-step process for ESG investors to address negative corporate lobbying.
Research
24 May 2021

Winning without win-win? Recommendations on financial market strategies for biodiversity and nature

Preventable Surprises
Expert recommendations for investors regarding financial market strategies to address urgent risks in biodiversity and nature, including examples of meaningful market actions and critique of 'win-win' thinking in investment decision-making. Recommendations drawn from a private cross-sectoral dialogue hosted by Preventable Surprises in February 2021.
Research
19 July 2021

Time for AIA to prove their climate credentials

Institute for Energy Economics and Financial Analysis (IEEFA)
IEEFA report highlights AIA's discrepancies on its climate change commitments as visible from the carbon footprint of its portfolio. AIA, one of the world's largest financial firms and one of Asia's largest insurers, is estimated to hold up to US$6 billion in coal and coal-fired investments despite commitment to three global climate accords.
Research
31 December 2020

How markets price ESG: Have changes in ESG scores affected stock prices?

MSCI Inc.
This report takes a statistical look at the impact of historical ESG score shifts on stock prices valuation. It further determines financial performance implications for a broad spectrum of companies based on an ESG valuation curve.
Research
30 November 2018

MSCI Inc.

Commercial Research Providers
MSCI Inc. is a financial services company that provides services and tools to globally support the management of investment processes. MSCI Inc. builds industry-leading solutions that enable its clients to understand and analyse key drivers of risk and return to ensure effectiveness and transparency across their portfolios.
Organisation
8 research items

Implementing the Taskforce on Climate-Related Financial Disclosures (TCFD) recommendations: A guide for asset owners

Principles for Responsible Investment (PRI)
The guide sets out a practical framework to support asset owners in implementing the Taskforce on Climate-related Financial Disclosures (TCFD) recommendations. The guide focuses on the actions that asset owners can take to improve processes around governance, strategy, risk management and metrics/targets for managing climate risks and opportunities.
Research
3 May 2018

Relationship-to-profit: A theory of business, markets, and profit for social ecological economics

Stockholm University
Supporting post-growth transformation, this doctoral thesis posits a new theory: relationship-to-profit theory. This explains the social and ecological implications of how businesses relate to profit, and argues that for economies to be sustainable businesses and markets should treat profit as a means rather than an end-in-itself.
Research
19 January 2021

Net zero investment framework: Implementation guide

Ceres
This report provides a practical framework for investors seeking to implement net zero commitments. It builds on the draft Net Zero Investment Framework published in 2020 by the Institutional Investors Group on Climate Change, broadening to a global perspective.
Research
10 March 2021

Global investor study: The rise of the sustainable investor

Schroders
The report highlights key findings from Schroder’s Global Investor Study. It provides an insight into global investor attitudes towards sustainable investing and the obstacles preventing widespread adoption of sustainable investing. The report emphasises the notion that sustainable investing is gaining momentum around the world.
Research
31 October 2020

Internal carbon pricing for low-carbon finance: A briefing paper on linking climate-related opportunities and risks to financing decisions for investors and banks

CDP
This paper makes the business case for financial firms to use an internal carbon price in investment and lending practices. Drawing on stakeholder insights, this paper provides guidance on how to best implement an internal carbon price to decarbonise portfolios and increase resilience in a low-carbon transition.
Research
31 July 2019

Financing sustainability: Asia Pacific embraces the ESG challenge

The Economist Intelligence Unit
Explores the drivers of sustainable finance growth in Asia Pacific and the factors constraining it. The analysis was determined through parallel surveys - one of investors and one of issuers. The research found that the biggest constraint for sustainable finance was a lack of bankable sustainable projects.
Research
26 February 2020
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