Research and Papers
Name of Research |
Organisation |
Download |
|---|---|---|
Canadian Socially Responsible Investment Review 2008 |
Social Investment Organization
Association |
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| The biennial review of socially responsible investment assets in Canada. |
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VicSuper Carbon Count 2009 |
Trucost Plc
Research Firm |
|
Trucost’s third study of the carbon performance of ASX200 companies, commissioned by VicSuper. Exposure to carbon costs under the Carbon Pollution Reduction Scheme varies widely Read More » |
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RESPONSIBLE INVESTING & CORPORATE GOVERNANCE LESSONS LEARNED FOR SHAREHOLDERS FROM THE CRISES OF |
TIAA-CREF
Pension Fund |
|
ACGA White Paper on Corporate Governance in India |
Asia Corporate Governance Association
|
|
| Review and recommendations for corporate governance improvements in India. |
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Asset owners as active shareholders: Attitudes towards and motivation behind ESG policies |
Novethic
|
|
Novethic surveyed French and UK asset owners on the extent to which they believe it is their responsibility to influence the ESG strategies of the Read More » |
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The future of ESG integration: conference report |
Responsible Investor
PR / Media / Advertising |
|
| Conference report from RI’s “The future of ESG integration’ conference in Amsterdam, November 11, 2009 |
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Financial Crisis: Business as Usual for Institutional Investors? |
Network for Sustainable Financial Markets/AQ Research and Responsible-Investor.coms
Research Firm |
|
| Survey of institutional investors on their reaction to the credit crisis and topical issues. |
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What do private equity investors think of the integration of ESG criteria? |
Novethic
|
|
A survey conducted of the major private equity firms in France, with the support of AXA Private Equity, concerning their interest in incorporating Environmental, Social Read More » |
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Where do private equity Businesses stand on the integration of ESG issues? |
Novethic
|
|
In addition to presenting the main initiatives promoted by private equity investors, this working paper provides recommendations on the inclusion of Environmental, Social and Governance Read More » |
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2008 Figures and analysis of the french SRI market |
Novethic
|
|
This annual review of French fund managers active on the SRI market is used to measure this market in all of its aspects (funds, mandates, Read More » |
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Carbon Risks in UK Equity Funds |
Trucost Plc
Research Firm |
|
Trucost study of the carbon footprints of portfolios and carbon management in pension fund assets. WWF commissioned Trucost and Mercer to analyse 118 UK-based equity Read More » |
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Islamic finance and SRI: Any crossover? |
Novethic
|
|
SRI and Islamic finance are fast-growing investment approaches with at least two points in common: they both apply extra-financial criteria in their management strategies and Read More » |
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Fiduciary II |
UNEPFI Asset Managers Working Group
|
|
| Follow up to 2005 Freshfields report on fiduciary duty |
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Responsible Pensions 2009 |
FairPensions
Association |
|
| 2009 review of UK occupational pension schemes responsible investment performance. |
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Carbon Counts USA: The Carbon Footprints of Mutual Funds in the US |
Trucost
Research Firm |
|
Trucost’s study finds that the carbon intensity of 91 U.S. mutual funds varies widely. Overall, sustainability/SRI funds have a smaller carbon footprint than core, growth, Read More » |
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Fund Selection Frameworks |
Standard and Poors Index Services
Index |
|
Academic research suggests that superior performance tends to be a short-lived phenomenon. With that in mind, S&P aims to adhere to our robust Read More » |
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The challenges facing SRI money market funds |
Novethic
|
|
Transparency and reporting of Sustainable and Responsible Investment Equity funds |
Altedia Investment consulting
Investment Consultant |
|
The aim of this report is to examine the quality of the information provided by Sustainable and Responsible Investment (SRI) funds. To do this, Altedia Read More » |
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Eurosif/Trucost Shipping Sector Report |
Trucost
Research Firm |
|
Research by Eurosif/Trucost analyses environmental, social and governance (ESG) challenges in the shipping industry. Company performance on air pollution presents the greatest potential risk to Read More » |
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Who cares wins final report |
Who cares wins
Association |
|
| Final report of Who cares wins project looking at ESG integration into institutional investment |
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Sustainable Value Creation first year report |
Sustainable Value Creation
Association |
|
| Norwegian investor initiative on specific company CSR reporting. |
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Factory labour standards in emerging markets |
F&C Investments
General Asset Manager |
|
Focus on four main areas of concern: security of supply, impact on consumers, transparency and factory labour standards. The report looks at a number of Read More » |
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Three steps for sell-side research reform |
Network for Sustainable Financial Markets
Association |
|
| Discussion paper on the shortfalls of current broker equity research for long-term investors and three suggestions for future improvements. |
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Responsible Investment: a force for poverty alleviation |
Oxfam/Insight Investment
NGO |
|
| Thought paper on the contribution that investors can make to reducing poverty globally. |
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Responsible Investment Reading List |
Responsible Investor & Insight Investment
|
|
For both the uninitiated and the seasoned responsible investment professional, the amount of information – books, reports, websites – available on the integration of environmental, Read More » |
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Is there a green factor? |
MSCI Barra
Index |
|
| This research note examines if there is a green factor in the risk and return characteristics of green portfolios |
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Business & Society Highlights 2008 |
Michael Kane
Regulator |
|
| Useful links document to business, SRI and CSR highlights from 2008 |
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Albright Group report on ethical guidelines of the Norwegian Govt pension fund |
Albright Group
Investment Consultant |
|
| Report and recommendations on the ethical policy of the Norwegian Govt Pension Fund |
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Consultation report for Norwegian Govt pension fund |
Norwegian Ministry of Finance
Government Office |
|
| Consultation report for Norwegian Govt pension fund responsible investment strategy |
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RI Landscape Databank |
Responsible Investor
Publishing Company |
|
The RI Landscape 2008 research, conducted jointly by IPE and Responsible-Investor.com in Q1 2008, has produced invaluable market insights into how the world’s major asset Read More » |
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PRI Report on Progress 2008 |
UN PRI
Association |
|
PRI Report on Progress 2008 (www.unpri.org/report08), released at the PRI’s second annual conference, demonstrates that signatories are “going to the next level” in implementing the Read More » |
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UNEPFI CEO briefing on human rights |
United Nations Environment Programme Finance Initiative
|
|
Discussion paper on key questions faced by companies such as the applicability of international human rights law to companies in the finance sector, the specific Read More » |
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Mining and investors |
CAFOD
NGO |
|
| Report for investors into the activities of mining groups on environmental, social and governance issues. |
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Bank of Communications Co., Ltd. |
Creative Investment Research, Inc.
|
|
| Information on the Bank of Communications Co., Ltd. |
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Targeted Sudan Divestment Model (Legislative Model) |
Sudan Divestment Task Force
NGO |
|
Recommended model legislation for shareholder engagement and targeted divestment of scrutinized companies in Sudan. Developed in consultation with foreign policy experts, asset managers, third-party research Read More » |
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Sudan Divestment Resource Guide |
Sudan Divestment Task Force
NGO |
|
Outlines the targeted Sudan divestment model developed by the Sudan Divestment Task Force and details the resources available to identify problematic companies in Sudan, tools Read More » |
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Sweden AP funds ethical council Annual report 2007 |
AP funds
Pension Fund |
|
| Ethical policy, engagement record and exclusions for 2007 for the four AP Swedish government pension buffer funds. |
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Responsible Investment in sustainable private equity: a case study |
UK Environment Agency and Robeco
Pension Fund |
|
| A case study to promote investment in sustainable private equity by institutional investors. |
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IIGCC Statement on Climate Change |
Institutional Investors Group on Climate Change
Association |
|
| An unpdate on signatories progress on the IIGCC Investor Statement on Climate Change |
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Sustainable Investments in Switzerland, 2007 |
OnValues
Research Firm |
|
| Survey of the growth of sustainable investment strategies in the Swiss market |
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Evaluating the performance of socially responsible investment funds |
Stockholm School of Economics Masters thesis
|
|
| Research into performance of mutual funds, both SRI and standard in the Swedish market. |
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Valuing Green |
Green Building Council of Australia
Association |
n/a |
The Green Building Council of Australia report, Valuing Green, which considers how green buildings affect property values and how valuers can get the valuation method Read More » |
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RI Landscape 2008: Asset Owners Survey |
Responsible Investor
Publishing Company |
|
RI Landscape 2008 is a joint venture between Responsible Investor and IPE Magazine. The consideration of environmental, social and corporate governance factors within portfolios construction Read More » |
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RI Landscape 2008: Asset Managers Survey |
Responsible Investor
Publishing Company |
|
RI Landscape 2008 is a joint venture between Responsible Investor and IPE Magazine. The consideration of environmental, social and corporate governance factors within portfolios construction Read More » |
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Investor network on climate risk action plan |
Ceres/Investor Network on Climate Risk
Association |
|
| Investor coalition representing $1.75 trillion outlines 9 goals for climate change action. |
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EC proposed Directive on renewable energy |
European Commission
Government Office |
|
| EC proposed Directive on renewable energy to combat climate change. |
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Managing the unavoidable: understanding the investment implications of adapting to climate change |
Insight/USS/Henderson/RAILPEN
General Asset Manager |
|
Preliminary report setting out the framework and scope for four new sector research reports on the impact of climate change on electric utilities, oil & Read More » |
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