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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Conservation investment blueprint: Smallholder forestry vehicle - Kilifi, Kenya

This blueprint provides investors with a framework for supporting community forestry projects. It emphasises the role of community engagement in sustainable forest management, offering strategies to achieve both financial returns and conservation outcomes.
Research
7 December 2020

Investor expectations for corporate just transition planning

Investor Group on Climate Change
The report outlines investor expectations for corporate just transition planning, offering a framework for assessing companies' strategies in transitioning to a net zero economy. It highlights key principles, including stakeholder engagement, economic stability, and social equity. Investors are advised to evaluate transparency, governance, and worker support measures to ensure responsible and sustainable corporate transitions.
Research
6 November 2024

Conservation investment blueprint: Public-private partnership for marine protected areas developed based on the case study of blue finance

The report outlines a conservation investment blueprint using public-private partnerships (PPPs) to manage marine protected areas (MPAs). Blue Finance structures collaborative management agreements and sustainable financing mechanisms to enhance marine biodiversity, support local economies, and improve climate resilience. The model combines impact investment, tourism revenues, and government collaboration for long-term MPA sustainability.
Research
9 May 2020

Introducing a standardised framework for escalating engagement with companies

ShareAction
ShareAction’s report introduces a standardised escalation framework for investors to engage with companies on environmental and social issues. It outlines an escalation toolkit and pathway to ensure structured, transparent, and time-bound engagement. The framework aims to enhance investor accountability, drive systemic change, and improve corporate sustainability practices through clear expectations, reporting, and enforcement mechanisms.
Research
6 December 2023

UN-convened Net-Zero Asset Owner Alliance: Policy engagement guidelines

United Nations Environment Programme Finance Initiative (UNEP FI)
This guideline released in 2023 outline principles for asset owners to integrate net-zero commitments into public policy engagement. The framework emphasises accountability, active participation, consistency, and transparency in climate advocacy. Asset owners are urged to engage policymakers to support the transition to a low-carbon economy and ensure alignment with fiduciary duties.
Research
5 December 2023

Building disaster- and climate-resilient infrastructure through public–private partnerships

Australian Government
The report discusses leveraging public–private partnerships (PPPs) to build disaster- and climate-resilient infrastructure in Southeast Asia, addressing funding gaps, enhancing regulatory frameworks, and integrating resilience measures. It highlights Australian practices, aligning climate, disaster, and inclusion goals for sustainable infrastructure development.
Research
10 October 2024

Decarbonisation investment solutions for sectors: A discussion paper on Sector Transition Plans and their importance to investors

Investor Group on Climate Change
The report from the Investor Group on Climate Change (IGCC) discusses the development and importance of sector transition pathways to support Australia’s decarbonisation. It highlights how clear pathways aligned with the Paris Agreement can guide investment, minimise risks, and foster collaboration among investors, governments, and companies to achieve net-zero emissions by 2050.
Research
30 October 2023

Contextualising ESG funds' engagement strategies in Asia

The report examines the engagement strategies of ESG funds in Asia, highlighting the unique challenges posed by regulatory constraints, concentrated ownership, and political influences. Using a structured engagement pyramid, the study categorises ESG fund strategies, ranging from investment screening to direct corporate control. Despite obstacles, notable regional features can support ESG initiatives, such as shareholder voting mechanisms and strategic collaborations. The report provides insights into how ESG funds navigate these challenges to influence corporate governance and sustainability outcomes in Asia.
Research
16 October 2024

Shifting gears: Challenges in scaling outcomes partnerships in government and strategies for success

GSG Impact
This report explores the barriers to expanding outcomes-based partnerships in public service delivery. It provides actionable strategies for policymakers, investors, and stakeholders to enhance policy innovation and effectiveness. Key insights include addressing institutional challenges, political dynamics, and public-private collaboration for sustainable impact.
Research
9 December 2024

The CARE Principles for Indigenous data governance

The CARE Principles for Indigenous Data Governance emphasise collective benefit, authority to control, responsibility, and ethics to safeguard Indigenous data rights while promoting equitable participation. These principles complement FAIR data guidelines, ensuring data use aligns with Indigenous values, self-determination, and innovation in research and governance.
Research
24 October 2020

Guidelines for engagement with Māori

These Guidelines will assist readers to determine who they need to engage with, how to engage, and how to develop an effective engagement strategy. They have been designed to be read in conjunction with the Crown engagement with Māori framework. In this guidance document, “Engagement” refers to the range of methods and activities that are used to interact with Māori.
Research
1 October 2018

A guide to just transitions for communities in Aotearoa New Zealand

The case studies and guidance found in this document illuminates how just transitions for Māori (and planetary) wellbeing are operationalised on the ground. Investors aiming to align impact finance or more conventional capital flows with a just transition can find valuable insights in the form of both tangible examples and a visionary roadmap, demonstrating how justice is meaningful embedded in community transitions.
Research
27 June 2023

Free Prior and Informed Consent: An indigenous peoples’ right and a good practice for local communities

Food and Agriculture Organization (FAO) of the United Nations
This manual explores the unique characteristics of indigenous food systems. It highlights their sustainability and resilience, particularly in the context of climate change, and underscores the importance of preserving and learning from these traditional practices.
Research
5 October 2016

OECD due diligence guidance for meaningful stakeholder engagement in the extractive sector

Organisation for Economic Co-operation and Development (OECD)
The guide helps financial institutions mitigate risks and enhance transparency by providing a framework for effective stakeholder engagement. This guidance supports informed and responsible investment decisions, ultimately improving relationships with affected communities and reducing potential legal and operational challenges.
Research
2 February 2017

IFC performance standard 6: Biodiversity conservation and sustainable management of living natural resources

International Finance Corporation
The IFC Performance Standard 6 outlines guidelines for conserving biodiversity and managing living natural resources. It aims to protect and sustain biodiversity, ensure the sustainable management of natural resources, and promote the maintenance of ecosystem services. By implementing these standards, projects can minimise environmental impacts, contribute to conservation efforts, and support sustainable livelihoods, enhancing overall project sustainability and resilience.
Research
1 January 2012

Stakeholder engagement: A good practice handbook for companies doing business in emerging markets

International Finance Corporation
This guide offers a comprehensive framework for involving stakeholders in development projects. They aim to achieve effective communication, transparency, and inclusive participation, ensuring that the concerns and interests of all stakeholders, including vulnerable groups, are considered. This promotes better project outcomes, reduces risks, builds trust, and fosters sustainable and equitable development.
Research
16 May 2007
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