Library | Sustainable Finance Practices

ESG strategy, analysis and integration

Tools and methodologies for embedding ESG considerations into investment strategy, analysis and decision-making, credit analysis, and insurance underwriting. These include applying different approaches, including positive and negative screening, ESG analysis and asset allocation.

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Critical mineral series: Sustainability considerations for investors in copper mining

ISS
This report examines copper’s role in the energy transition, highlighting growing demand, environmental and human rights risks, and evolving global regulations. It evaluates mining companies’ sustainability performance using biodiversity, governance, and modern slavery metrics, offering insights for responsible investment aligned with international standards and long-term ESG considerations.
Research
20 May 2025

The root cause of nature loss: Forests, why they matter, and how to assess deforestation risk in investment portfolios through nature-related data

ISS
This report outlines how deforestation, particularly in tropical forests, is a key driver of biodiversity loss and climate change. It presents the risks to institutional investors—physical, transition, and systemic—and offers a framework to assess deforestation exposure in portfolios using nature-related data and metrics across sectors and geographies..
Research
9 January 2025

PRI's Pathways

Principles for Responsible Investment (PRI)
The PRI’s Pathways tool supports investors in aligning portfolios with sustainability goals. It provides guidance on implementing responsible investment practices, frameworks for transitioning to net zero, and resources to assess portfolio alignment with environmental and social outcomes. The tool is structured for practical application across different asset classes and strategies.
Online tool/database

Drova’s ESG stakeholder materiality assessment

Drova’s ESG Stakeholder Materiality Assessment is a digital tool designed to identify and prioritise environmental, social, and governance issues relevant to an organisation and its stakeholders. Aligned with frameworks such as the Global Reporting Initiative (GRI), it facilitates stakeholder engagement and produces a materiality matrix to inform sustainability strategy. The platform streamlines the assessment process, reducing time and cost compared to traditional methods.
Online tool/database

Navigating portfolio exposure to conflict-affected and high-risk areas: Practical guidance for investor engagement with companies

Heartland Initiative
This report offers practical guidance for investors engaging companies on managing conflict-affected and high-risk area (CAHRA) exposure. It highlights legal obligations, best practices in heightened human rights due diligence, and governance strategies, drawn from pilot dialogues with tech and renewable energy firms. Recommendations target risk mitigation aligned with global standards.
Research
30 April 2025

The saliency-materiality nexus: Addressing systemic risks to people and portfolios in a turbulent world

Heartland Initiative
This report introduces the saliency-materiality nexus, a framework linking severe human rights harms to financially material risks in conflict-affected areas. It highlights case studies totalling over $85 billion in losses and offers guidance for investors on due diligence, portfolio risk management, and alignment with legal and ethical responsibilities.
Research
23 August 2024

Heartland Initiative

Finance / Corporate Focused NGOs & Think Tanks
Heartland Initiative is a nonprofit investor advisory organisation dedicated to advancing human rights in investment. It collaborates with institutional investors, civil society, and policymakers to address systemic risks and promote responsible investment practices. Heartland offers tailored learning services and fosters environments that integrate human rights considerations into business strategies.
Organisation
2 research items

Pursuing impact within a portfolio: Insights from institutional asset owners

Global Impact Investing Network (GIIN)
This report explores how institutional asset owners integrate impact goals into portfolio strategy. Through four case studies, it examines aligning financial returns with social and environmental outcomes using an impact lens. It highlights investment approaches addressing climate change, health, regional development and systemic inequality across diverse asset classes and geographies.
Research
18 October 2024

Risky business: How Australian financial institutions are managing nature-related risks and opportunities

Australian Conservation Foundation
This report assesses how ten banks and ten super funds in Australia are addressing nature-related risks and opportunities. It evaluates their strategies, risk management, target setting, and stakeholder engagement, highlighting areas of progress and identifying where further action is needed to mitigate financial risks associated with nature loss.
Research
6 June 2024

Climate risk and adaptation in global food

First Sentier Investors
The report outlines rising climate risks to global food supply chains, projecting up to $38 trillion in damages by 2050. It explores mitigation and adaptation strategies across crops, livestock, and fisheries, and highlights investor actions to build resilience, support sustainable practices, and adapt to shifting market, environmental, and regulatory conditions.
Research
10 April 2025

The nature-based solutions map

World Business Council for Sustainable Development
This tool is designed to help businesses identify relevant nature-based solutions (NbS) for addressing challenges related to core business operations, climate, nature, water, and social equity. It categorises NbS based on business needs and biomes, facilitating decision-making. The map serves as a starting point, requiring further development for implementation.
Research
5 June 2024

Assessing nature-related issues of key value chain clients as a Brazilian Asset Manager

Global Canopy
This case study details JGP's participation in piloting the Taskforce on Nature-related Financial Disclosures (TNFD) LEAP approach. The study focuses on assessing JGP's exposure to tropical deforestation through companies connected to the agriculture sector in its investment portfolio.
Research
19 January 2024

The blended finance playbook for nature-based solutions

Earth Security
This playbook contains a collection of useful case studies for investors, highlighting growing evidence of investment opportunities in nature. The playbook also contains guidance for investors looking to grow their blended finance portfolio.
Research
25 June 2021

Earth Security

Commercial Research Providers
Earth Security partners with companies, investors, and governments to quantify the economic value of ecosystems, promoting investments in nature-based solutions. Their initiatives include developing mangrove-positive investment funds and integrating natural infrastructure for climate resilience.
Organisation
1 research item

Impact investment unlocking equity for scaling the use of agriculture by-products for sustainable livelihoods

This blueprint provides a model for using private finance to develop compensatory habitats through habitat banking. It demonstrates how investors can generate returns while contributing to biodiversity conservation and habitat restoration.
Research
27 March 2024

Conservation Capital case studies

Conservation Capital provides various case studies showcasing successful conservation finance initiatives that integrate business principles with environmental conservation efforts. These case studies highlight projects that generate both financial returns and positive conservation outcomes.
Online tool/database
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