Responsible Investor



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Name of Report


Beyond Fossil Fuels: The Investment Case for Fossil Fuel Divestment
Jul 11, 2013

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Impax makes the investment case for fossil fuel divestment. The paper looks at the building pressure to divest, dispels some of the myths around divestment and considers the un-priced risks that are accumulating in the fossil fuel sector. It goes on to analyse four alternative fossil free portfolio structures. Interestingly, investors could have substituted clean energy stocks for fossil fuel stocks without any negative impact on performance. A portfolio replacing fossil free stocks with a diversified environmental technology and research optimisation strategy would have delivered the highest returns and information ratio.

OECD: Pension Fund Investment in Infrastructure
Jul 1, 2013

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Australian and Canadian pension funds have been pioneers in infrastructure investing since the early 1990s. They also have the highest asset allocation to infrastructure around the globe today. The ‘Canadian model’ and the (new) ‘Australian model’ of infrastructure pose a challenge to the ‘private equity model’, dominant in Europe and the USA. This new paper compares and contrasts the experience of institutional investors in the two countries looking at factors such as infrastructure policies, the pension system, investment strategies and governance of pension funds. Important lessons can be learnt by both policy makers and investors. Inderst, G. and R. Della Croce (2013), “Pension Fund Investment in Infrastructure: A Comparison Between Australia and Canada”, OECD Working Papers on Finance, Insurance and Private Pensions, No. 32, OECD Publishing.

RI Europe 2013 Conference Report
Jun 21, 2013

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480 delegates over two days participated in high level debate from some of the leading responsible investment and corporate sustainability figures at the RI Europe 2013 conference at the Grange Tower Bridge Hotel on June 11-12. This report provides a review of the highlights including the inaugural RI Reporting Awards.

RI INSIGHT: Ireland - Growing Green Assets
Jun 12, 2013

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In this first RI INSIGHT published by Responsible Investor with the GIFSC we examine Ireland’s initiative to establish itself as a hub for green investment, asset management, private equity, venture capital and asset servicing, under the Green International Financial Services Centre (GIFSC) banner.

RI MSCI ESG Research Round Table
May 1, 2013" target="_blank">FREE Download (PDF)

The RI/MSCI Round Table Report 2013 explores where and how ESG risk can have significant and pressing financial consequences for institutional investors. The presentations and discussion, which took place in New York, brought together a panel of noted thinkers, practitioners and academics in sustainable finance for their thoughts based broadly around a series of topical ESG themes in institutional investment. This is the second Responsible Investor / MSCI ESG Research Roundtable, the first, published in May 2012 is available to download here.

Timberland Investment Outlook: 2013-2017
Apr 24, 2013

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Timberland, along with farmland, infrastructure, and other real assets, has been growing in favour among institutional investors due to the attractive characteristics of the asset class. New Forests’ publication Timberland Investment Outlook: 2013-17 focuses on key trends in institutional investment into timberland and provides recommendations on the development of internationally diversified timberland portfolios. The report also explores key trends in the forest sector, including the international supply-demand picture, potential for new markets for biomass from forests, and the growing role of sustainability in forest management. The report is a follow-up to New Forests’ first Timberland Investment Outlook, released in 2011.

Insights on ESG Emerging Markets Investing
Apr 1, 2013" target="_blank">FREE Download (PDF)

Northern Trust, April 2013: Two big trends in institutional investing right now revolve around increasing exposure to emerging markets and environment, social and governance (ESG) screens. Allocation to emerging markets grew 30% in the last three years alone, according to research by the Ethical Investment Research Services (EIRIS).

Sovereign Debt Investing: ESG Framework and Applications
Jan 1, 2013" target="_blank">FREE Download (PDF)

AXA Investment Managers: Until a few years ago, it was rare for investors to consider environment, social and governance (ESG) factors for asset classes beyond traditional equity and corporate fixed income. Today, investors increasingly express interest in ESG analysis that can be applied to asset classes such as sovereign debt. This interest has only been amplifi ed by the euro zone crisis, which has brought the evaluation of sovereign issuers’ credit worthiness to the fore. In this research, AXA Investment Managers present two ways that investors may incorporate ESG factors into a sovereign debt portfolio using a new country ESG analysis framework.

Amity Insight - Human Rights: Human Wrongs
Jan 1, 2013" target="_blank">FREE Download (PDF)

Ecclesiastical Investment Management. Managing actual and potential human rights risk has become critical for some businesses operating in ‘high-risk, high-impact’ sectors. Globalised operations and supply chains have considerably heightened the risk, and getting it wrong can have catastrophic effects on reputation and the ‘licence to operate’. In this Amity Insight, we look at the international context for protecting and respecting human rights – and how business is affected.

Business Benchmark on Farm Animal Welfare: 2012 Report
Jan 1, 2013

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The Business Benchmark on Farm Animal Welfare: 2012 Report assesses how 68 of the world’s largest food companies in the food retailer and wholesaler, restaurant and bar, and food producer and manufacturer sectors are managing farm animal welfare. The report concludes that most companies are at the early stages of developing their systems, processes and reporting. It also identifies some of the key barriers to corporate action on farm animal welfare, offers case-studies of companies that have already taken action, and proposes actions that investors can take to improve corporate practice on farm animal welfare.

What Does China’s Leadership Transition Mean for ESG?
Sep 30, 2012

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Sustainalytics examined the possible implications of a change in China’s leadership on environmental, social and governance (ESG) policy developments. The views and backgrounds of the incumbents will likely result in a shift in political focus that will favour certain industries and companies, shaping selected ESG risks and opportunities for investors. The report is part of a research series focused on responsible investment in Asia.

Evolving markets: what’s driving ESG in emerging economies?
Sep 1, 2012" target="_blank">FREE Download (PDF)

EIRIS: This report combines investors’ insights with data from EIRIS’ Emerging Markets Service to explore the strong currents that are carrying forward corporate performance and disclosure on Environmental, Social and Governance (ESG) issues in emerging markets. The report surveys global investors to assess what changes, if any, there have been since 2009 in the level of investment in emerging markets and in those ESG issues that interest responsible investors the most. Analysis focuses on 800 companies spread across 30 emerging economies.