Responsible Investor

Reports

 
 

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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

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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.

Multiple Authors | Racial Disparities in the Workforces of Sustainable, Responsible, and Impact (SRI) Investing Mutual Funds
Jan 31, 2019

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For decades, our industry has engaged meaningfully with companies on research, advocacy, benchmarking and problem-solving to improve environmental, social and governance (ESG) outcomes for the planet we all share. Yet our data shows that most of our firms are maintaining exclusionary, predominantly white environments that are failing to employ people of colour. Until our industry addresses its racial inequities, our work will continue to fall short.

UN Women | Turning promises into action: Gender equality in the 2030 Agenda for Sustainable Development
Jan 30, 2019

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UN Women’s new flagship report, provides a comprehensive and authoritative assessment of progress, gaps and challenges in the implementation of the Sustainable Development Goals (SDGs) from a gender perspective.

The report monitors global and regional trends in achieving the SDGs for women and girls based on available data, and provides practical guidance for the implementation of gender-responsive policies and accountability processes.

As a source of high-quality data and policy analysis, the report is a key reference and accountability tool for policymakers, women’s organisations, the UN system, and other stakeholders.

Click here to access the report

CDP Wordwide | CDP India Annual Report 2018
Jan 25, 2019

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Corporates #StepUp Climate Action in this new report from the Climate Disclosure Project (CDP)

CDP is a not-for-profit that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts.

Amundi | How ESG Investing Has Impacted the Asset Pricing in the Equity Market
Jan 21, 2019

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ESG investing has gained considerable traction over the past few years and, alongside smart beta, factor investing and alternative risk premia, is one of the current hot topics for the asset management industry.

Nevertheless, even though large institutions such as insurance companies, pension funds and sovereign wealth funds have invested significantly in ESG strategies over recent years and we are observing a substantial and increasing interest from other investors such as wealth management or retail investors, the question of performance remains a controversial issue and a puzzle for the financial community.

Responsible Investor | ESG - Do You or Don’t you? (RI Americas)
Dec 10, 2018

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Presentation of the exclusive results of the North Americas portion of the RI/UBS pension fund survey by Dennis Fritsch, PhD, Researcher, Responsible Investor.

(more info about RI Americas).

Vigeo Eiris | Human rights in a globalised world: why do companies need to pay more attention?
Nov 28, 2018

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As stakeholders from around the world gather in Geneva for the 2018 UN Forum on Business and Human Rights, a new Vigeo Eiris study of 4,585 companies headquartered in 60 countries reveals very limited overall progress in the way business is fulfilling its human rights obligations.

Download the Key Findings from the Vigeo Eiris website or click the PDF Report link on the right.

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