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Private Equity

Ownership stakes in private companies (not listed on exchanges), often through buyouts, venture capital, or growth financing.

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A legal framework for impact: Sustainability impact in investor decision-making

Freshfields Bruckhaus Deringer
The report examines whether laws within eleven diverse jurisdictions support institutional investors in pursuing sustainability outcomes, while at the same time earning a financial return. It discusses options available to policymakers for legal reform in order to facilitate investing for sustainability impact.
Research
31 July 2021

Morningstar

Commercial Research Providers
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.
Organisation

Investor toolkit: An investor focus on Indigenous Peoples' rights and cultural heritage protection

Responsible Investment Association Australasia (RIAA)
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.
Research
22 October 2021

Bankrolling extinction: The banking sector's role in the global biodiversity crisis

Portfolio Earth
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.
Research
6 January 2020

Financing the civic energy sector: How financial institutions affect ownership models in Germany and the United Kingdom

Addresses the concept of civic energy concerning the municipal ownership of energy systems in the UK and Germany by contrasting their banking systems to demonstrate how social and cultural values have shaped the civic energy sector. In turn, this demonstrates the importance of financial institutions in the low-carbon transition.
Research
17 November 2015

SDG impact standards: Private equity funds

United Nations Development Programme (UNDP)
This paper outlines a set of standards for private equity, debt and venture capital fund managers to align their funds with the Sustainable Development Goals (SDGs). The report provides a practical, detailed, and comprehensive framework for fund managers to align their activities with the SDGs.
Research
16 November 2020

Safeguarding human rights defenders: Practical guidance for investors

Business and Human Rights Resource Centre
Provides targeted guidance for minority shareholders with investments in public equities and limited partners in private equities on how to identify, prevent, and mitigate risks to human rights defenders throughout their investments. Human rights defenders are individuals who, individually or with others, act peacefully to promote or protect human rights.
Research
28 April 2020

Inclusive business: What it is and why it matters

HEC Paris Society and Organizations Institute
This report examines the concept of inclusive business as a means of enabling disadvantaged populations to participate in economic activity and share economic value. The report provides a comprehensive discussion of what an inclusive business initiative comprises and contains examples showing how they address social challenges.
Research
31 December 2020

Can government policies that drive strong economic outcomes for the private sector alleviate poverty?

United Nations Global Compact
The report examines how the adoption of policies that drive strong economic outcomes for the private sector often reduce poverty in the developing world, primarily through opportunities for job creation. In particular, the report calls for policies that promote greater access to credit and the protection of minority investors.
Research
11 October 2019

PitchBook Data

Commercial Research Providers
PitchBook Data is a data and software company that tracks public and private equity markets including venture capital, private equity and mergers and acquisitions. As a financial analysis tool, it provides extensive data and analysis on capital markets to inform investment decision making.
Organisation

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

From poor working conditions to forced labour: what's hidden in your portfolio? A guide for investor engagement on labour practices in agricultural supply chains

Principles for Responsible Investment (PRI)
This guide provides a comprehensive tool for engaging food and beverage companies on labour standards. It incorporates learnings from collaborative investor-company engagement focused on supply chain reporting and third-party resources. Outlining seven expectations for investors to focus on supported by relevant resources and case studies.
Research
9 June 2016

International Finance Corporation

Government Sponsored / Multilateral Organisations
The International Finance Corporation, part of the World Bank Group, focuses on achieving development outcomes through support for the private sector in developing countries. It has a sustainability framework and works with financial institutions, regulators and stock exchanges to introduce environmental, social and governance standards.
Organisation
17 research items

Investor toolkit: Human rights with focus on supply chains

Responsible Investment Association Australasia (RIAA)
The purpose of this toolkit is to help investors to engage constructively with the intention to encourage better practice from companies, thereby reducing human rights risks in supply chains. This toolkit focuses on practical engagement points with a business rationale.
Research
31 August 2018

Norden is leading the world on fossil fuel divestment

Institute for Energy Economics and Financial Analysis (IEEFA)
This briefing examines the world-leading divestment strategies of Nordic countries from the fossil fuel industry. It looks at the current policies of pension funds, insurers, banks, development finance institutions, credit agencies and central banks.
Research
25 February 2020

How to invest in the low-carbon economy: An institutional investors' guide

Principles for Responsible Investment (PRI)
This report introduces the investment strategies available to investors in their efforts to align their portfolios with a lower carbon, more climate-resilient economy. The guide focuses on three main areas for investor action: climate-aligned investment opportunities, integration of climate-related risks and opportunities into investment processes, and phasing out investment in thermal coal.
Research
31 December 2018
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