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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Beyond compliance in the finance sector: A review of statements produced by asset managers under the UK Modern Slavery Act

Walk Free
This report emphasises that investors should recognise their leverage towards addressing modern slavery risks in their financial activities, including investment portfolios and their supply chains. The report is part of a wider supply chain transparency project to advocate for Modern Slavery Acts globally, by engaging governments and partnering with businesses.
Research
18 March 2021

Sustainable investing: Fast-forwarding its evolution

Klynveld Peat Marwick Goerdeler International (KPMG International)
This survey report provides a digestible collection of sustainable investing insights from hedge fund managers across North America, Europe and the Asia-Pacific, and key takeaways on best practice trends.
Research
29 February 2020

Mental health and employers: Refreshing the case for investment

Deloitte Touche Tohmatsu Limited (Deloitte)
This report analyses the impact of mental health in the workplace. It examines the increasing prevalence and costs to employers of poor mental health among their employees, the actual mental health issues arising and their causes, as well as interventions employers can take and which provide financial return.
Research
31 January 2020

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

Responsible Investment Association Australasia
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

From ‘why’ to ‘why not’: Sustainable investing as the new normal

McKinsey & Company
This guide is based on more than 100 interviews with institutional investors at a range of investment funds, about their experiences with sustainable investing. This guide offers insights on how to integrate environmental, social and governance (ESG) factors with the investment process to help investors capitalise on sustainable investing.
Research
25 October 2017

Handbook for nature-related financial risks: key concepts and a framework for identification

Cambridge Institute for Sustainability Leadership
The Cambridge Institute for Sustainability Leadership (CISL) has created this handbook and a framework for the identification of nature-related financial risks. It builds on the Dasgupta Review of the economics of biodiversity, enabling financial institutions to begin embedding nature into mainstream financial models, risk frameworks, and portfolio strategies.
Research
12 December 2021

Managing environmental, social and governance risks in non-life insurance business

Principles for Sustainable Insurance
The paper provides guidance and recommended actions to manage environmental, social and governance (ESG) risks in the non-life insurance business and to integrate ESG issues into the insurance underwriting process. It outlines eight areas of action to manage ESG risks supporting the Principles for Sustainable Insurance.
Research
30 June 2020

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

Financial services and modern slavery: Practical responses for managing risk to people

Klynveld Peat Marwick Goerdeler International (KPMG International)
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.
Research
24 February 2021

Corporate social responsibility and investment portfolio diversification

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.
Research
2 May 2010

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

Appetite for disruption: A second serving

Farm Animal Investment Risk and Return (FAIRR)
This report explores the growth of the alternative protein market, particularly in the face of supply chain disruptions, food safety concerns from COVID-19, and global emissions. This is published alongside FAIRR's Sustainable Proteins Hub, an interactive tool which allows investors to assess how companies are diversifying toward alternative, climate-positive portfolios.
Research
27 July 2020

How ESG issues become financially material to corporations and their investors

Harvard Business School
This working paper advances a framework that illustrates how environment, social and governance (‘ESG’) issues become financially material and impact on company and industry valuation. The framework comprises five stages of the pathways to materiality.
Research
4 November 2020

Point of no returns: A ranking of 75 of the world’s largest asset managers’ approaches to responsible investment

ShareAction
In this first of a series of reports released by ShareAction, 75 of the worlds largest and most influential asset management companies from across Europe, the United States, Africa and the Asia Pacific are ranked according to an analysis of their performance on stewardship, transparency and governance.
Research
31 March 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

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
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