Library | Sustainable Finance Practices

Stakeholder engagement and advocacy

Stakeholder engagement and advocacy are components of effective stewardship. Resources promoting collaboration and advocacy efforts among financial institutions and their key stakeholders, with a focus on driving positive systemic change. Stakeholders include customers, regulators, policy-makers, other investors and industry groups, communities, First Nation peoples, unions, and civil society organisations.

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Upgrading financial markets

National Bureau of Economic Research (NBER)
This field experiment in rural Sierra Leone evaluates upgrading Village Savings and Loan Associations into digital financial service agents. While infrastructure expands access, introducing consumer feedback mechanisms significantly improves service quality, transaction usage, and household shock mitigation. Results demonstrate that accountability is essential for developing functional, scalable financial markets.
Research
9 October 2026

Stakeholder engagement and ESG in China

European Corporate Governance Institute (ECGI)
This research analyses China’s state-led stakeholder empowerment model for ESG integration. It identifies economic, policy, compliance, and sustainability drivers while examining channels such as shareholder activism and representative litigation. The article proposes a tiered institutionalisation framework to resolve procedural indeterminacy and strengthen collective action infrastructure within concentrated ownership structures.
Research
30 August 2026

Asset manager capture

European Corporate Governance Institute (ECGI)
This research examines "reverse capture", where government actors pressure large asset managers to advance political agendas. It analyses how expanding presidential power and market concentration enable this dynamic, using the ESG retreat as an illustration. The authors recommend narrowing fiduciary duties to insulate investment stewardship from political interference.
Research
28 August 2026

Facing backlash and derailment risks: Building capacities for navigating transformations to sustainability and justice in turbulent times

This research article identifies three backlash archetypes that threaten to derail sustainability and justice transformations during critical transition phases. To navigate these risks, the authors propose developing three transformative capacities: harnessing hope and imagination, hospicing with dignity, and enabling radical collaboration while holding paradoxes.
Research
22 July 2026

Three ways to move a company: A typology of best-practice investor engagement

Embera Partners
This research examines three distinct models of investor engagement through case studies of BP, Honeywell and Bâloise. It highlights how financial-materiality framing and structural shifts in stewardship, including the fragmentation of 'Big Three' voters and SEC regulatory changes, are reshaping corporate governance and activist strategies for 2026 and 2027.
Research
24 June 2026

Oil spill 2: How fossil fuel interests are polluting the US's carbon market rulemaking

Carbon Market Watch
This report investigates the influence of fossil fuel companies and trade associations on US carbon market regulations. It details extensive lobbying in California and representative roles at the federal level, arguing that these efforts maintain low-quality credits to delay genuine decarbonisation and enable greenwashing.
Research
9 June 2026

Futureproofing industry: Investor priorities for a reformed Safeguard Mechanism

Investor Group on Climate Change
This report outlines investor priorities for reforming Australia's Safeguard Mechanism during the 2026-27 review. It recommends a seven per cent annual decline rate to align with 2035 climate targets, expanding scheme coverage, and implementing financial supports to incentivise on-site abatement over carbon offsets to ensure long-term industrial competitiveness.
Research
12 August 2026

Seeing green: The effects of financial exposures on support for climate action

National Bureau of Economic Research (NBER)
This research evaluates a randomised controlled trial using financial exposure to the energy sector to build support for climate action. Findings demonstrate that ownership of green and brown assets increases support for mitigation policies through a learning mechanism, where participants consume more financial news and improve their environmental knowledge.
Research
4 February 2026

Collaboration in action: How to collectively work towards systems change

Impact Europe
This report examines how diverse capital providers collaborate to achieve systems change. It identifies catalytic capital as a pivotal tool for de-risking investments and mobilising private funds. Key findings highlight the necessity of trust, long-term partnerships, and shared metrics to overcome structural barriers and address the $4 trillion SDG financing gap.
Research
16 January 2026

The Quadripartite Joint Offer: A call for targeted One Health investment

Food and Agriculture Organization (FAO) of the United Nations
This advocacy document calls for targeted investment in the One Health Joint Plan of Action. The Quadripartite collaboration proposes a Joint Offer to support at least ten countries over five years, strengthening governance, multisectoral coordination, and sustainable financing to prevent and control global health risks effectively.
Research
26 September 2025

Successful corporate approaches to climate policy engagement

Smith School of Enterprise and the Environment (University of Oxford)
This research examines how leading companies maintain climate policy engagement despite geopolitical challenges. It identifies three core approaches—direct engagement, trade association influence, and coalition forming—driven by business motivations such as competitive advantage and transition plan delivery. Success depends on timing, transparency, and alignment with corporate decarbonisation goals.
Research
16 September 2026

Sowing the seeds of change through private sector partnerships: Lessons from two seasons of pilots and system-building

International Labour Organisation (ILO)
This ILO report evaluates the BOUZOUR project's efforts to strengthen Lebanon’s cherry sector through private sector partnerships. By establishing a national phytosanitary framework and improving exporter-farmer linkages, the initiative increased farmer incomes by USD 688,564 in 2025, enhanced worker conditions, and expanded access to high-value international markets.
Research
23 September 2026

Delivering the digital economy: African migrant workers in the United Arab Emirates e-commerce and delivery sectors

Equidem
This report examines the exploitation of African migrant workers within the United Arab Emirates' e-commerce and delivery sectors. It details systemic abuses including recruitment debt, deceptive contracts, and excessive working hours, highlighting how subcontracting models fragment accountability. The findings advocate for stronger international labour standards to protect vulnerable platform workers.
Research
30 May 2026

Stewarding a just transition: Frontiers of practice in listed equities

Grantham Research Institute on Climate Change and the Environment
This report analyses just transition practices among 25 investment managers in listed equities. While policy recognition is high, active engagement remains a low priority concentrated in energy and mining. The research identifies barriers such as geopolitical headwinds and provides recommendations for investors, governments, and regulators to mainstream practice.
Research
19 May 2026

Leveraging technological solutions for human rights due diligence

United Nations Global Compact
This report distils lessons from 25 organisations on leveraging technology to strengthen human rights due diligence in value chains. It categorises various tools, provides case studies, and outlines practical steps for responsible AI adoption, emphasising that technology must complement, rather than replace, human judgement and meaningful stakeholder engagement.
Research
19 May 2026

Supporting just transitions through social protection: Key roles for philanthropy

ODI Global
This briefing paper explores how philanthropy can support just transitions to net zero through social protection. It examines the socio-economic risks of decarbonisation, identifies systemic coverage gaps, and highlights catalytic roles for philanthropic capital in capacity building, research, and policy alignment to ensure an inclusive transition.
Research
6 May 2026
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