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.
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In search of the true greenium
The expected return of green securities relative to brown is a crucial impact measure for ESG investors, and the greenium is more negative in greener countries and over time. The equity greenium has become more negative over time. The proposed robust green score combined with forward-looking expected returns yields a more precisely estimated annual equity greenium.
Guidance for pursuing impact in listed equities: The GIIN's listed equities working group
This paper provides guidance for impact investors to achieve positive outcomes in public markets through listed equities. This report offers key concepts, practical recommendations, and examples for managing listed equity portfolios. Investors will find insights for developing impact strategies that deliver measurable social and environmental impact and financial returns.
Impact investing decision-making: Insights on financial performance
This report explores the financial performance of impact investments in private debt, private equity, and real assets, based on a scoping exercise of the industry's published research. Nearly nine in ten impact investors find that their portfolios are either meeting or exceeding their financial performance expectations.
Managing nature risks and investing in the opportunities: Top tips for pension fund chairs and trustees
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.
Electric vehicle fleets: An impact opportunity for investors
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.
Holistic portfolio construction with an impact lens: A vital approach for institutional asset owners in a changing world
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.
A roadmap for private investors: Investing to address gender-based violence
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.
Guidance and questionnaire for assessing client sustainability preferences and motivations
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.
A practitioner guide for asset managers and asset owners to assess clients’ and beneficiaries’ sustainability preferences
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.
Diversity in action: How to sustain the financial planning profession
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.
Impact due diligence and management for asset allocators: A field guide
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
Credit repair for survivors of modern slavery and human trafficking
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.
Consideration of social risks and opportunities by occupational pension schemes
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.
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.
Hindsight Consultancy
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.
IDEEA Group
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.