Responsible Investor

Reports

 
 

Page 1 of 4 pages  1 2 3 >  Last »

Name of Report
Date

Download
Report

2° Investing Initiative | Bringing Climate Assessments for Household Credit into the 21st Century
Jun 21, 2018

FREE Download (PDF)

The Paris Agreement Art. 2.1© creates a political mandate to align financial flows with climate goals, sparking a flurry of activity by state and non-state actors to develop the needed methodologies. There has been significant progress in this regard with projects such as the Paris Agreement Capital Transition Assessment and “Developing Sustainable Energy Investment (SEI) metrics, benchmarks and assessment tools for the financial sectors”.

This report situates itself in the broader context of above mentioned market initiatives and research around aligning financial markets with the Paris Agreement with a focus on 2°C scenario and climate assessments for consumer loans.

2° Investing Initiative | The Bigger Picture: The Impact of Automation, AI, and the Shared Economy on Oil Demand
Jun 21, 2018

FREE Download (PDF)

This report seeks to quantify the potential impact of breakthrough technologies on oil demand. It finds that breakthrough technologies like artificial intelligence, bio- plastics, 3D printing, holograms, nanotechnology, hyperloops, artificial intelligence, and autonomous driving, as well as trends like the ‘sharing economy’, can reduce oil demand by 34% relative to the baseline New Policy Scenario (NPS) of the International Energy Agency in the next 22 years.

UNEP FI | Positive Impact Investment in Real Estate Discussion Paper and Webinar
Jun 21, 2018

FREE Download (PDF)

The UNEP Finance Initiative and collaborators (RICS, PRI, Global Investor Coalition) is developing an impact-based investment framework for real estate to address the SDG financing gap. UNEP FI’s Property Working Group has issued a discussion paper which introduces a positive impact investment framework and requests feedback on the opportunities and challenges in investing for impact. The associated webinar (July 6) will present a summary of the paper and is a forum to hear from property practitioners on ways they are taking or intend to incorporate an impact-based approach to their investment strategies and projects.

Details for the associated Webinar:
July 6th, 9AM CEST or 4PM CEST
https://attendee.gotowebinar.com/rt/7104951071753539075

UNEP FI | Investor Duties and ESG Integration in China (Chinese Version)
Jun 19, 2018

FREE Download (PDF)

In March 2018, UNEP FI, the PRI, The Generation Foundation, and the International Institute of Green Finance (IIGF) released Investor Duties and ESG Integration in China.
Building on the recent achievements of the national Green Finance initiative in China, the report discusses the development of an investment and regulatory environment that promotes consideration of financially material ESG issues, consistent with investor obligations and duties. The report considers how responsible investment regulations can contribute to achieving China’s long-term vision of balanced, inclusive and sustainable development.
The report makes recommendations in five areas – policy guidance, pension regulatory guidance, corporate disclosure, standardised labels, and investor education. The central recommendation of the report is that investors should integrate ESG issues in their investment decision-making processes as part of fulfilling their duties towards their beneficiaries and to support the development of China’s Ecological Civilisation. Investor duties should reflect and align with the Chinese government’s Guidelines for Establishing a Green Financial System (GEGFS).

UNEP FI | Investor Duties and ESG Integration in China
Jun 19, 2018

FREE Download (PDF)

In March 2018, UNEP FI, the PRI, The Generation Foundation, and the International Institute of Green Finance (IIGF) released Investor Duties and ESG Integration in China.
Building on the recent achievements of the national Green Finance initiative in China, the report discusses the development of an investment and regulatory environment that promotes consideration of financially material ESG issues, consistent with investor obligations and duties. The report considers how responsible investment regulations can contribute to achieving China’s long-term vision of balanced, inclusive and sustainable development.
The report makes recommendations in five areas – policy guidance, pension regulatory guidance, corporate disclosure, standardised labels, and investor education. The central recommendation of the report is that investors should integrate ESG issues in their investment decision-making processes as part of fulfilling their duties towards their beneficiaries and to support the development of China’s Ecological Civilisation. Investor duties should reflect and align with the Chinese government’s Guidelines for Establishing a Green Financial System (GEGFS).

Responsible Investor | First Snapshot: Why some asset owners ‘do’ ESG and some ’do not’
Jun 14, 2018

FREE Download (PDF)

Responsible Investor’s first stage of one of the biggest surveys and series of follow up interviews with pension funds globally to answer the question of why some pension funds see ESG integration as a clear part of their fiduciary duty and a necessary addition to investment strategy, while others believe the opposite.

Vigeo Eiris | Social Dialogue: a corporate responsibility ‘blind spot’
Jun 12, 2018

FREE Download (PDF)

Based on the assessment of more than 2,400 companies listed worldwide, this paper analyses how businesses commit to promote labour relations, especially through the establishment of collective agreements, and the analysis of topics addressed in these agreements. The paper also touches on employee representation at Board level. Examples of best practice of labour relations are also provided, as well as an analysis of some observed controversy cases, and how companies reacted to them.

UK Environmental Audit Committee | Top 25 UK pension fund responses
May 24, 2018

FREE Download (PDF)

Table of responses with a qualitative review of the Top 25 UK Pension Funds to a request from the UK government Environmental Audit Committee detailing the funds’ approaches to climate change risk and whether it is – or is not – incorporated into their investment decision-making

IIGCC | Voting for better climate risk reporting: the role of auditors and audit committees Discussion paper for investors
May 23, 2018

FREE Download (PDF)

This discussion paper explores the existing roles and responsibilities of auditors and audit committees in ensuring appropriate disclosure on climate-related risks, where material,in the annual financial filings.
They undoubtedly have a crucial role to play in ensuring investors – both shareholders and bondholders – receive appropriate information on climate risk to enable informed investment decision-making.

Vigeo Eiris | Oil Sands: What does the future hold?
May 21, 2018

FREE Download (PDF)

The oil sands industry receives much international criticism because of its heavy
social and environmental impact, which can in turn generate complex legal,
regulatory and social risks to shareholder value.

This paper examines the social and environmental impact of oil sands production,
providing insights from Vigeo Eiris’ research and analysing different perspectives on
future industry developments.

UN PRI | How ESG Engagement Creates Value for Investors and Companies
May 18, 2018

FREE Download (PDF)

There is clear evidence that engagement by investors with companies on ESG issues can create shareholder value. But, despite the growth in engagement activity by investors, exactly how ESG engagement creates value is poorly understood. The Principles for Responsible Investment (PRI) therefore commissioned this research to explore the question.

World Bank Group | Incorporating ESG Factors into Fixed Income Investment
May 9, 2018

FREE Download (PDF)

This research report is the result of a partnership between the World Bank and Government Pension Investment Fund of Japan. The aim is for the World Bank, IFC and GPIF to collaborate on initiatives that promote strategies for including ESG criteria in investment decisions across asset classes. Ultimately, the goal is to direct more capital towards sustainable investments and leverage the private sector to achieve the scale of investment needed to meet the Sustainable Development Goals.

AVCA | An Untold Story: The Evolution of Responsible Investing in Africa
May 2, 2018

n/a

Where ESG integration is concerned, African PE has been ahead of the curve compared with other markets, thanks to its origins.

Click here to view the report

VBDO, CREM, NextGreen | Value Creation with Natural Capital
May 1, 2018

FREE Download (PDF)

Natural capital in the Agro-Food sector and the Built Environment: what issues are relevant and what influence do companies and financial institutions have? How do pioneer companies address a decline in biodiversity?

M&G | Real Estate Responsible Property Report
Apr 17, 2018

FREE Download (PDF)

Quantifying the ESG impact
Delivering property returns goes beyond financial factors. How does boosting occupier satisfaction translate to better investment performance? Find out how M&G Real Estate plans to reach 10m people with our health, wellbeing and inclusivity programmes by 2025.

UNEP FI | Making Waves: Aligning the Financial System with Sustainable Development
Apr 17, 2018

FREE Download (PDF)

The Inquiry into the Design of a Sustainable Financial System was initiated by the United Nations Environment Programme to advance options to align the financial system with sustainable development. ‘Making Waves: Aligning the Financial System with Sustainable Development’ is its final, global report.

This report reviews the Inquiry’s core analysis, summarizes progress made in aligning the financial system with sustainable development between 2014 and 2017, reflects on the lessons that can be learned from the Inquiry’s approach, and highlights what still needs to be done and what success could look like. It finds real signs that a shift to a sustainable financial system is well under way.

Responsible Investor, Asset Owner Group | If carbon footprinting is the answer then what is the question? Asset owners’s reflections on current practice in carbon reporting
Mar 19, 2018

FREE Download (PDF)

The paper discusses how investors might analyse the climate change and carbon-related characteristics of their portfolios and of specific asset classes. It offers a series of practical suggestions to other asset owners, asset managers and other stakeholders on the role that carbon footprinting might play in modern portfolio management.

European Commission | Action Plan On Financing Sustainable Growth
Mar 8, 2018

FREE Download (PDF)

Communication from the Commission to the European Parliament, The European Council, The Council, The European Central Bank, The European Central Bank, The European Economic and Social Committee And The Committee of the Regions

Proxy Preview | Climate, Politics and Women Top Shareholder Issues for Proxy Season 2018
Mar 8, 2018

FREE Download (PDF)

Proxy Preview offers a comprehensive look at more than 400 shareholder resolutions filed on corporate political activity, climate change, energy, human rights, diversity, and more.

Vigeo Eiris | Gender diversity in corporate senior management: glass ceiling yet to be cracked
Mar 7, 2018

FREE Download (PDF)

This new Vigeo Eiris study on gender diversity reviews the level of female representation at Board and Executive levels for almost 4,000 listed companies worldwide