Responsible Investor



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Name of Report


BankTrack | Challenging banks on client confidentiality
May 14, 2019

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Some of the world’s biggest banks are routinely hiding behind client confidentiality to conceal investments in companies and projects that infringe human and environmental rights, the first study of its kind reveals today.

BankTrack, which campaigns to hold commercial banks accountable, publishes analysis of five years of correspondence with 31 major international banks regarding problematic projects they finance. It finds that in nearly half of all responses (70 of 150), banks said they could not comment on whether they had a relationship with a particular customer or project. Half of those responses cited client confidentiality as the reason.

IPBES (UN) | Summary for policymakers of the global assessment report on biodiversity and ecosystem services
May 8, 2019

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Nature is declining globally at rates unprecedented in human history — and the rate of species extinctions is accelerating, with grave impacts on people around the world now likely, warns a landmark new report from the Intergovernmental Science-Policy Platform on Biodiversity and Ecosystem Services (IPBES), the summary of which was approved at the 7th session of the IPBES Plenary, meeting last week (29 April – 4 May) in Paris.

“The overwhelming evidence of the IPBES Global Assessment, from a wide range of different fields of knowledge, presents an ominous picture,” said IPBES Chair, Sir Robert Watson. “The health of ecosystems on which we and all other species depend is deteriorating more rapidly than ever. We are eroding the very foundations of our economies, livelihoods, food security, health and quality of life worldwide.”

Asset Owners Disclosure Project (AODP) | Pensions in a Changing Climate
May 7, 2019

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This report assesses the pensions sector’s response to the recommendations of the Task Force on Climate-related Financial Disclosures, and features anindex of the world’s 100 largest public pension funds rated on their approach to climate-related risks and opportunities

China Water Risk and Manulife Asset Management | Are Asia’s Pension Funds ready for Climate Change?
Apr 26, 2019

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Brief on imminent threats to asset owners’ portfolios from climate and water risks.

PRI and CFA Institute | ESG Integration in Europe, The Middle East, and Africa: Markets, Practices, and Data
Apr 4, 2019

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Portfolio managers and analysts are increasingly incorporating ESG factors in their investment analyses and processes. However, ESG integration remains in its relative infancy, with investors and analysts calling for more guidance on exactly “how” they can “do ESG” and integrate ESG data into their analysis.

Phenix Capital | Impact Investing Asset Owner Trend Report
Apr 2, 2019


More than 90% of respondents believe that generating a positive societal and environmental impact is an integral part of their fiduciary duty and 33% of institutional asset owners with an impact allocation allocate at least 10% of AUM to impact assets.
Phenix Capital has released findings from a survey of participants at the upcoming 5th annual Impact Summit Europe in its inaugural Impact Asset Owner Trend Report.

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SustainAbility | Rate the Raters 2019: Expert Survey Results
Mar 18, 2019

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In 2010, SustainAbility launched a multi-phase research program, Rate the Raters. The program was designed to influence and improve the quality and transparency of corporate sustainability ratings.

Women on Boards | Gender pay gap reporting
Mar 7, 2019

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With just under two months to go until the second gender pay gap reporting deadline only 10% of organisations have released their reports and whilst some have taken the opportunity to build on their initial report, others have merely provided the statutory figures again.

M&G Investments | Accentuating the positive
Mar 4, 2019

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“We believe that companies ableto generate an impact alongside equity return have a significant tailwind”

In this report, editor of Hub News, Cherry Reynard, interviews Fund Manager John William Olsen on the launch of the new M&G Positive Impact Fund. This interview first appeared in Hub News Issue 40.

Cambridge University and ClimateWise | Physical risk framework: Understanding the impact of climate change on real estate lending and investment portfolios
Mar 1, 2019


Physical risks– such as rising temperatures, flooding, drought, sea level rise and water scarcity – are already being felt globally, and the associated financial losses (both insured and uninsured) have significantly increased in recent years.

The ClimateWise Insurance Advisory Council has developed the ClimateWise Physical Risk Framework, which demonstrates how the risk analysis tools of the insurance industry can inform other parts of the financial sector and demonstrate the role of adaptation in mitigating these risks. The framework offers real estate investors and lenders a means of understanding the potential physical risks of climate change on their portfolios.

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Multiple Authors | Rise of the Shadow ESG Regulators
Mar 1, 2019

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Investment Advisers, Sustainability Accounting, and Their Effects on Corporate Social Responsibility. Actions that fall under the catchall of “corporate social responsibility” have been viewed with skepticism. In the United States, part of the blame lies with lax laws and regulations surrounding social and environmental disclosure. Disclosure may soon be vastly improved with finalisation of the Sustainability Accounting Standards Board’s financially material social and environmental reporting standards. While the standards are voluntary, the fact that they have been endorsed as “material” by many of the world’s largest investment advisers will transform them into legally actionable standards.

M&G Investments | ESG due diligence of sponsor and corporate in the leveraged loan market
Mar 1, 2019

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Leveraged finance is well adapted to engagement as the direct, contractual nature of the loan creates more frequent interaction between the parties, permitting engagement and lobbying to a greater extent than between a bondholder and issuer.

Acre | Recognising the Impact of our Investments - a popular choice?
Feb 14, 2019

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Sustainable and impact investing represent a huge opportunity for both the UK’s investment management industry and British society. Driven by a triple helix of change – environmental, regulatory and social – demand from investors for products which demonstrate tangible positive impact is rising rapidly. How is regulatory pressure affecting this growing market, and how can the investment industry capitalise on the opportunities it presents?

The third, systems stage of corporate governance: Why institutional investors need to move beyond modern portfolio theory
Feb 14, 2019

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This paper focuses on underlying causes for the emerging systemic emphasis among major corporate governance institutional owners. It does this by building incorporating three stages of corporate governance: structure and process as governance (stage I), broadening to include E and S factors (stage II), and stage III, a system focus. By looking at system focus this paper breaks ground by arguing one must examine the role modern portfolio theory (MPT) in the investment processes and explore how MPT impacts corporate structure, behavior and governance.

WWF & inrate | Swiss Pension Funds and Responsible Investment
Feb 8, 2019

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The objective of WWF Switzerland is to encourage and promote dialogue with respect to responsible investment of the second-pillar pension system on a permanent basis. Furthermore, the rating provides a market overview and orientation aid for Swiss pension funds and their service providers. It is a practical compendium that offers an impartial assessment of the current state of responsible investment in occupational pension plans, the urgent need for action and best practices. Last but not least, the rating also contains clear recommendations for pension funds.

London School of Economics | Investing in a just transition in the UK
Feb 6, 2019

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How investors can integrate social impact and place-based financing into climate strategies. The just transition offers investors in the UK a strategic opportunity to connect climate action with positive social impact across the country. This report sets out the initial findings of a project designed to identify how this opportunity can be realised, with a regional focus on Yorkshire and the Humber.

The just transition is rapidly emerging as an essential element in the successful transition to a resilient zero-carbon economy. This rise to prominence was marked at the COP24 climate conference in 2018 by the adoption of a just transition declaration signed by 53 governments, including the UK’s, and support for an investor statement backed by over 100 institutions with more than US$6 trillion in assets – more than 20 of which are based in the UK.

ShareAction | Sleeping Giants: Are Bond Investors Ready to Act on Climate Change?
Feb 6, 2019

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Based on interviews with corporate bond market experts, this report examines whether corporate bond investors are motivated to speed up alignment with the Paris Agreement and participate in forceful engagement.

Edelman | Trust Barometer Special Report: Institutional Investors (US)
Feb 4, 2019

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The Edelman Trust Barometer Special Report: Institutional Investors reveals new criteria for evaluating investments as well as insights on what drives institutional investor trust in companies. The second annual special report finds that investment criteria are evolving to target areas beyond financial metrics, with a strong focus on corporate culture, ESG investing, and companies’ roles within broader society.

The research surveyed more than 500 chief investment officers, portfolio managers, and buy-side analysts in five countries (U.S., Canada, UK, Germany and Japan), representing firms that collectively manage over $4.5 trillion in assets. The report is a supplement to the Edelman Trust Barometer launched annually in January at the World Economic Forum.

Visit the Edelman website to download the U.S., UK, and Canada results.

Tundra Fonder | Annual Sustainability Report
Feb 1, 2019

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Tundra Fonder share their yearly progress on ESG.

“Our efforts within responsible investments – including factors pertaining to environment, social responsibility and governance (ESG) – continue to gain attention, both in Sweden and internationally. We launched 2017 with two prestigious awards following our efforts during 2016, which in turn encouraged us to further pursue our journey of sustainability, transparency and progress towards change.”

Tundra Fonder | UN Global Compact: communication on Progress
Feb 1, 2019

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In this report Tundra Fonder, a specialist asset manager in frontier and emerging markets, explain their approach to ESG and how it is incorporated into their rating system.

Job-relevant sustainable finance content: RI Conference London, 11-12 June