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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Stakeholder governance and corporate purpose in certified B Corps: Minimizing conflict and fostering collaboration

This research examines how Australian and New Zealand B Corporations implement stakeholder governance through corporate purpose. Based on 20 interviews, it identifies six roles for purpose in decision-making and signalling. The findings suggest that purpose-led models help attract supportive stakeholders and foster collaboration beyond mere conflict resolution.
Research
29 April 2025

An engaged market: The 2026 state of stewardship report, prepared by the Aotearoa New Zealand stewardship code

Stewardship Code Aotearoa New Zealand
This report examines stewardship reporting across New Zealand's investment market for 2025. Representing 20 signatories with $3.8 trillion in assets, it highlights maturing practices in collaborative engagement, escalation, and voting transparency. The document notes increased integration of te ao Māori and provides guidance on strengthening stewardship and voting policies.
Research
1 June 2026

ShareAction policy paper: Defending and strengthening the AGM as a forum for corporate accountability

ShareAction
This ShareAction report advocates for mandatory hybrid AGMs to ensure corporate accountability. It argues that online-only formats diminish shareholder scrutiny and enable management to stage-manage proceedings. The document recommends amending the 2006 Companies Act and provides case studies of poor virtual AGM practices across several major companies.
Research
15 June 2026

Ceres: Our work on energy affordability

Ceres
A Ceres initiative and playbook focused on curbing rising energy prices through clean energy expansion, providing policymakers and investors with strategies for a modern, efficient, and affordable energy system.
Resource hub
23 July 2026

Tips on effective grievance mechanisms for businesses

British International Investment (formerly CDC Group)
This report outlines strategies for businesses to implement effective grievance mechanisms aligned with UN Guiding Principles. It highlights how robust engagement can prevent potential financial losses of $25-40 million. Guidance covers design, internal governance, and maintaining effectiveness in high-risk environments to build stakeholder trust and ensure human rights compliance.
Research
15 July 2025

Intentional Endowments Network (IEN)

IEN is a peer-learning network supporting endowments and foundations to integrate climate and social inequality considerations into investment strategies.
Online tool/database

Global report on food crises series

Food and Agriculture Organization (FAO) of the United Nations
The Global Report on Food Crises is an annual benchmark series tracking acute food insecurity, malnutrition and forced displacement in countries facing food crises. Produced by FAO, WFP and the Global Network Against Food Crises, it delivers consensus-based, multi-agency analysis to guide humanitarian and development decision-making globally.
Benchmark/series
23 April 2026

Faith in RI

Faith in RI
Faith in RI is a responsible investment platform offering thought leadership, stewardship resources, and networks for asset owners and the investment industry.
Resource hub

From climate crisis to insurance crisis: Designing solidarity-based natural disaster insurance

Urgewald
This report examines rising climate-related insurance losses and Germany's lack of comprehensive natural disaster coverage, with only 57% of residential buildings insured against such risks. It analyses international public-private insurance models — particularly France's CatNat system — and recommends a solidarity-based approach alongside measures to hold the fossil fuel industry financially accountable.
Research
9 April 2026

Looking beyond greenhouse gas emissions: Interlinkages between the commercial vehicle industry and nature

World Wide Fund for Nature (World Wildlife Fund – WWF)
Published by WWF Sweden in collaboration with TRATON GROUP, this report examines the commercial vehicles sector's interlinkages with nature across its full value chain. It analyses six key commodities and value chain stages, identifies nature-related risks for businesses, and calls for sector-wide collaborative action towards a nature-positive future.
Research
13 February 2026

Navigating towards water resilience: An introductory guide for central bankers, financial supervisors and regulators

World Wide Fund for Nature (World Wildlife Fund – WWF)
This WWF Greening Financial Regulation Initiative guide introduces central banks, financial supervisors and regulators to the financial risks posed by the global water crisis. It covers physical, transition and systemic risks, emerging responses from the financial sector, available assessment tools, and policy recommendations for integrating water risks into supervisory frameworks.
Research
7 May 2026

Stuck on you: How to make social media good again

Institute for Public Policy Research (IPPR)
This IPPR paper examines how social media platforms have shifted from user-led spaces to algorithm-driven, influencer-dominated environments through 'sticky gatekeeping'. A UK survey found only 18 per cent of feed posts were personal content. The report recommends regulatory reform, algorithmic transparency, and development of a public social media platform.
Research
8 April 2026

Retreat or respect? Diverging corporate paths on human rights in a time of turbulence

Business and Human Rights Resource Centre
This BHRC report examines how top US companies are responding to mounting pressure on human rights standards. It identifies three corporate pathways: active deregulatory lobbying by Big Oil and Big Tech, quiet retreat from human rights commitments, and continued adherence. Survey data from April 2026 reveals significant reductions in human rights staffing and budgets.
Research
29 June 2026

Business breakthrough barometer 2026: The annual pulse check from business on the pace of the climate transition

World Business Council for Sustainable Development
The Business Breakthrough Barometer 2026 surveys over 500 companies on the climate transition, finding 92% expect sustainability to deliver competitive advantage. While investment momentum holds, 68% of leaders see rising risks of a disorderly transition, urging predictable policy strengthening from governments to unlock private capital.
Research
18 June 2026

Social performance measurement: Practical insights and tips for financial institutions

Power Shift Africa
This report by Shift distils insights from practitioner clinics for financial institutions on social performance measurement. It identifies key challenges and misperceptions, and provides eight practical tips for building more effective human rights due diligence measurement approaches, covering HRDD maturity assessment, theory of change, and quantification at scale.
Research
19 May 2026

Community engagement, nature and financial materiality: An evidence review on the financial effects of engagement with indigenous peoples and local communities on nature-related issues

Power Shift Africa
This Shift report reviews the financial effects of corporate engagement with Indigenous Peoples and local communities on nature-related issues. Drawing on over 1,200 cases and approximately 40 publications, it finds that engagement quality is financially material, with poor engagement linked to significant operational, legal, and reputational costs.
Research
1 May 2026
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