Morningstar Indexes and Sustainalytics: Voice of the Asset Owner Survey 2024
November 2024
This report uncovers trends in ESG priorities and challenges among global asset owners, based on insights from $18 trillion in assets under management.
HBR: It’s Time to Unbundle ESG
September 2024
An insightful HBR article written by
Aaron K. Chatterji and Michael W. Toffel, in which the authors advocate for unbundling ESG into distinct, measurable categories. They emphasize focusing on material issues impacting both profitability and society.
Alphinity and CSIRO, The intersection of Responsible AI and ESG: A Framework for Investors, CSIRO
May 2024
This excellent report introduces an ESG-AI Framework and accompanying templates designed to help equity investors, listed companies, and other stakeholders assess and integrate the environmental, social, and governance implications of AI development and deployment, with a focus on Responsible AI.
Fiduciary Duty and Antitrust Implications for Climate Commitments and Initiative Participation
22 May 2024
US SIF and Sphere's legal memo by Jenner & Block confirms that Climate Commitments and joining initiatives like Climate Action 100+ and NZAM do not breach Fiduciary Duty or pose Antitrust risks.
The five pillars of effective stewardship With a systemic stewardship focus
15 May 2024
The joint project between The Thinking Ahead Institute (TAI) and the Principles for Responsible Investment (PRI) aims to research and assess the necessary resources institutional investors should allocate to stewardship, with a focus on structured measurement to facilitate conversations between asset owners and managers.
Nuveen's EQuilibrium: Divergent paths in an uncertain world
5 May 2024
Nuveen surveyed 800 institutional investors globally, finding that a majority believe they can significantly influence the energy transition through investments, with alternative energy and new infrastructure projects being favored. More than half of the respondents plan to increase exposure to private alternatives, particularly in private credit and equity.
Investor Briefing - EU Corporate Sustainability Due Dilligence Directive (CSDDD)
10 April 2024
UN PRI has released a comprehensive document on the CSDDD. It clarifies the scope of the directive, applicable to both investors and companies, detailing whom it affects, its enforcement timeline, and crucially, its relationship with other European legislation.
Navigating Transition Finance: An Action List
25 March 2024
This CFA Institute Research and Policy Center Publication emphasizes the importance of transition finance. It provides recommendations for institutional investors, corporations, and governments to enhance awareness, disclosure, and mitigation of risks associated with transition finance to achieve net-zero goals effectively.
How can the enterprise earn investor trust through sustainability disclosures?
12 March 2024
Deloitte and The Fletcher School at Tufts University conducted a global study from January to December 2023. The study aimed to explore how companies can improve investor trust in their sustainability disclosures.
Getting ahead of the curve on dynamic materiality: How U.S. investors can foster more inclusive capitalism
9 March 2024
This discussion paper highlights tools and opportunities for US investors to foster sustainable and responsible value creation in order to support more inclusive and thriving economy.
In search of the true greenium
1 March 2024
The anticipated return of 'green' securities compared to traditional ones is a significant metric for ESG investors, with the "greenium" showing a more negative trend in countries with stronger green initiatives and over time.
ESG shareholder engagement and downside risk
March 2024
In an article in the Review of Finance, Andreas G. Hoepner et al. illustrate that engagement on environmental, social, and governance issues decreases firms' downside risks for shareholders, especially in addressing climate change, resulting in a 9% decrease in value at risk (VaR) for successful engagements compared to control firms.
Family offices: A roadmap to impact
20 February 2024
The report offers practical guidance for family offices looking to incorporate impact investing, based on real-world experiences.
The global GHG accounting and reporting standard for the financial industry: Facilitated emissions
1 December 2023
This methodology, developed by the industry, allows financial institutions to systematically assess and disclose the greenhouse gas emissions linked to their activities in the capital markets.
2022 Report on US Sustainable Investing Trends
December 2022
The USSIF Foundation's Trends Report is an bi-annual publication that tracks the growth and impact of sustainable investing in the United States. It provides insights into investor preferences, market trends, and the integration of environmental, social, and governance (ESG) factors in investment decisions.
Definitions for responsible investment approaches
27 October 2023
This report outlines definitions for various responsible investment strategies, including Screening, ESG Integration, Thematic Investing, Stewardship, and Impact Investing.
EU Sustainable Finance Action Plan: State of Play
14 November, 2022
Amundi's report offers a comprehensive overview of the newly adopted EU Sustainable Finance Action Plan.
Hendrith Vanlon Smith JR.
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