Library | Sustainable Finance Practices

Sustainable financial advice and consulting

Best practices for advisors and consultants to integrate ESG factors into investment and financial strategies, supporting clients in building sustainable portfolios.

Refine
Resource type
Sustainable Finance Practices
ESG issues
SDGs
SASB Sustainability Sector
Finance relevance
Asset Class
Location
TAG
40 results
REFINE
SHOW: 16

Managing nature risks and investing in the opportunities: Top tips for pension fund chairs and trustees

Accounting for Sustainability (A4S)
This report provides top tips to pension fund chairs and trustees on managing nature risks and investing in opportunities. With insights from industry professionals, it highlights the importance of nature for long-term market returns and discusses emerging regulation to guide action, while offering practical advice on how to identify risks and integrate nature into stewardship plans.
Research
18 October 2023

Electric vehicle fleets: An impact opportunity for investors

ShareAction
This report makes the case for electric vehicle fleets as an important opportunity for investors. It outlines the potential financial incentives, risks and benefits, and impact on the environment, economy, and society. The report also includes recommendations for investor engagement with EV adoption.
Research
19 December 2019

Holistic portfolio construction with an impact lens: A vital approach for institutional asset owners in a changing world

Global Impact Investing Network (GIIN)
This report highlights the importance for Institutional Asset Owners (IAOs) to apply an impact lens approach to their portfolio construction. By creating impact philosophies and policies, IAOs can align impact thematic(s) and drive an evolution towards providing both impact and financial returns to their beneficiaries.
Research
19 December 2023

A roadmap for private investors: Investing to address gender-based violence

Criterion Institute
This is a guide for private investors to use their capital to address gender-based violence. It outlines strategies to make a difference using finance, offering tangible steps and guidance for decision making. Its goal is to challenge the status quo and foster innovation toward ending gender-based violence.
Research
13 October 2021

Guidance and questionnaire for assessing client sustainability preferences and motivations

Sustainable Finance Observatory
This report presents guidelines for investment firms to assess client sustainability preferences and motivations, and select financial products accordingly. The guidance outlines a three-step process toward a product recommendation and identifies keyword categories of sustainability preferences and motivational characteristics.
Research
20 September 2023

A practitioner guide for asset managers and asset owners to assess clients’ and beneficiaries’ sustainability preferences

Sustainable Finance Observatory
This report is a practical guide for asset managers and owners to assess clients' sustainability preferences. It introduces research questions based on contextual settings and presents general guidelines for conducting surveys and experiments. The report also includes key findings and insights for financial institutions and regulators to adapt to energy transitions.
Research
18 September 2023

Diversity in action: How to sustain the financial planning profession

Raben Group
This paper contains case studies from select firms, outlining their actions towards diversifying their workforce and delivering scalable insights for replicating their successes. A key resource for increasing diversity and inclusion in the financial planning profession.
Research
17 November 2020

Impact due diligence and management for asset allocators: A field guide

Center for the Advancement of Social Entrepreneurship (CASE) at Duke
This report provides practical guidance for asset allocators to evaluate and manage private market funds that invest for positive impact. It covers the pre and post-investment stages, including conducting diligence of impact managers and monitoring and engaging with them
Research
8 November 2023

Credit repair for survivors of modern slavery and human trafficking

UN University Centre for Policy Research (UNU-CPR)
Finance Against Slavery and Trafficking (FAST) conducted a roundtable discussion with survivors, survivor support organizations, and financial institutions to address credit repair. Survivors' recommendations include implementing a manual review of onboarding processes, dismissing survivors' adverse credit, and developing a survivor-led approach to manage finances.
Research
5 October 2022

Consideration of social risks and opportunities by occupational pension schemes

Department for Work and Pensions (UK Government)
The UK government is calling for evidence on how occupational pension schemes can appropriately consider financially material social risks and opportunities when making investment decisions. Trustees must adhere to legal requirements to take account of ESG factors in their policies but there is concern that they lack the knowledge to manage financially material social risks.
Research
24 March 2021

Can sustainable investing save the world? Reviewing the mechanism of investor impact

The paper delves into how sustainable investing (SI) contributes to social and environmental goals. It highlights shareholder engagement as a well-supported mechanism, partial support for capital allocation impact, and limited empirical backing for indirect mechanisms. Policymakers are suggested to facilitate the spread of sustainable companies to amplify impact.
Research
17 October 2019

Hindsight Consultancy

Commercial Research Providers
Founded in 2016, Hindsight Consultancy advises on climate change, natural capital, and ESG, offering services to entities such as major credit ratings agencies, European asset managers, the European Commission, and the UN Environment Programme. They provide strategic guidance, investor relations support, and market research in the ESG and climate data sector.
Organisation
1 research item

IDEEA Group

Commercial Research Providers
IDEEA Group is a consultancy specialising in natural capital accounting, a method to measure the value of nature's benefits. They help businesses understand the environmental impact of their activities through data and scientific methods.
Organisation
2 research items

How asset managers can set interim net zero targets that are fit for purpose: Responsible investment standards and expectations

ShareAction
This paper provides guidelines for asset managers to strengthen their interim net zero targets, help promote transparency, effective emissions reduction and promote responsible finance within a modern world faced with an ever-increasing problem of climate change and inequality.
Research
18 July 2023

Mobilising climate investment in emerging markets: Opportunities for Australian pension and superannuation funds

Asia Investor Group on Climate Change (AIGCC)
This report delves into the potential of pension funds in driving climate solutions in developing economies. Highlighting barriers like geopolitical risks and policy uncertainties, the report underscores collaboration, ESG standards, and internal expertise as pivotal for sustainable investments in these regions.
Research
28 April 2023

Biodiversity: Unlocking natural capital value for Australian investors

Australian Council of Superannuation Investors
Commissioned by the Australian Council of Superannuation Investors (ACSI), this report has been produced to support the Australian investment community's understanding of how biodiversity loss presents a risk to their portfolios. It provides recommendations about actions that Australian investors can take in response to this risk, in preparation for the Taskforce for Nature-related Financial Disclosures (TNFD).
Research
22 November 2021
PREV
2 of 3
NEXT