What on this page? Studies and researches, surveys and polls, reports and reviews, analyses and focus, outlooks, guidelines, guides and handbooks, presentations, theses etc. etc. (and ‘MUST’, IMHO) about Sri.
I’ve tried to gather and organize them in some way (hope logically, and more or less with respect to chronology). You can find and download the docs, or at least surf and read, for free on the web (only in some cases you need to register or submit your email).
If you know anything about recent and relevant #SriDocs to point out, please tweet me. Thanks a lot in advance.
(docs listed: 313) (updated with new entries on 2020 June 27)
– – –
‘MUST’
Banking on Climate Change. Fossil Fuel Finance Report 2020 (added 2020 March 18), by RAN-Rainforest Action Network @RAN, BankTrack @BankTrack, Indigenous Environmental Network @IENearth, Oil Change International @PriceofOil, Reclaim Finance @ReclaimFinance, Sierra Club @SierraClub
(see also: Banking on Climate Change 2019)
Point of No Returns: A ranking of 75 of the world’s largest asset managers’ approaches to responsible investment (added 2020 March 14), by AODP-Asset Owners Disclosure Project @AODProject, ShareAction @ShareAction
Taxonomy: Final report of the Technical Expert Group on Sustainable Finance (added 2020 March 13), by the Technical Expert Group on Sustainable Finance established by the European Commission
ICCR’s 2020 Proxy Resolutions and Voting Guide (added 2020 February 27), by ICCR-Interfaith Center on Corporate Responsibility @ICCRonline
Sustainable finance: Compendium of international policy initiatives & best market practice (added 2020 February 24), by ICMA-International Capital Market Association @ICMAGroup
Strategy on Sustainable Finance (added 2020 February 11), by ESMA-European Securities and Markets Authority @ESMAComms
The green swan. Central banking and financial stability in the age of climate change (added 2020 February 5), by Bank for International Settlements @BIS_org, Banque de France @banquedefrance
Climate Bonds Standard V3.0 (added 2020 January 3), by The Climate Bonds Initiative @ClimateBonds
EBA Action plan on sustainable finance (added 2020 January 3), by EBA-European Banking Authority @EBA_News
Sustainable Finance Deep Dive Skills Report. Deep sector analysis of future Sustainable Finance skills and talent requirements in Ireland (added 2019 November 09), by Deloitte Ireland @DeloitteIreland, Sustainable Finance Skillnet-Skillnet Ireland @SkillnetIreland, Sustainable Nation Ireland @SusNatIrl
Fiduciary Duty in the 21st Century: Final Report (added 2019 October 23), by Generation Foundation @GenerationFndt, UNEP FI @UNEP_FI, UN PRI-Principles for Responsible Investment @PRI_News
A Blueprint for Mobilizing Finance Against Slavery and Trafficking (added 2019 September 30), by Liechtenstein Initiative for a Financial Sector Commission on Modern Slavery and Human Trafficking @FinComSlavery
$11tn and counting (added 2019 September 18), by Yossi Cadan @yossicadan, Ahmed Mokgopo @ahmedmkgp (350.org @350), Clara Vondrich @Clara_Vondrich (Divest Invest @divestinvestorg)
IPR-The Inevitable Policy Response (added 2019 September 12), by UN PRI-Principles for Responsible Investment @PRI_News
Changing Course. A comprehensive investor guide to scenario-based methods for climate risk assessment, in response to the TCFD (added 2019 May 10), by UNEP Finance Initiative @UNEP_FI
A call for action. Climate change as a source of financial risk (added 2019 April 19), by NGFS-Network for Greening the Financial System
Sizing the Impact Investing Market (added 2019 April 2), by The Global Impact Investing Network @TheGIIN
Global Sustainable Investment Review 2018 (added 2019 April 1 – see also the 2016 report), by GSIA-Global Sustainable Investment Alliance @GlobalSIF
Green Bonds – The State of the Market 2018 (added 2019 March 6), by The Climate Bonds Initiative @ClimateBonds
ICCR’s 2019 Proxy Resolutions and Voting Guide (added 2019 March 5), by ICCR-Interfaith Center on Corporate Responsibility @ICCRonline
European SRI Study 2018 (added 2018 November 26), by Eurosif @Eurosif
2018 Corporate Human Rights Benchmark Key Findings. Apparel, Agricultural Products and Extractives Companies, by The CHRB @RankBHR
Report on US Sustainable, Responsible and Impact Investing Trends 2018, by US SIF
Interim Report of the Expert Panel on Sustainable Finance, Expert Panel on Sustainable Finance set up by the Government of Canada
The Global Fossil Fuel Divestment and Clean Energy Investment Movement, by Arabella Advisors
Bonds and Climate Change: the State of the Market 2018, by The Climate Bonds Initiative @ClimateBonds
Fossil Fuel Divestment Bill (as passed by Dáil Éireann on 2018, July 12th), by Houses of the Oireachtas, the Irish Houses of Parliament @OireachtasNews
THE ZUG GUIDELINES to Faith-consistent Investing, by ARC-The Alliance of Religions and Conservation @ARCworld
Action Plan: Financing Sustainable Growth, by European Commission @EU_Commission
Financing a Sustainable European Economy. Final Report 2018, by the High-Level Expert Group on Sustainable Finance @HLEG_Sus_Fin
Corporate Governance and the Rise of Integrating Corporate Social Responsibility Criteria in Executive Compensation: Effectiveness and Implications for Firm Outcomes (2017 Moskowitz Prize Winner), by Caroline Flammer (Boston University), Bryan Hong (University of Western Ontario – Richard Ivey School of Business), Dylan Minor (Northwestern University – Kellogg School of Management)
Financing a Sustainable European Economy. Interim Report, July 2017 By the High-Level Expert Group on Sustainable Finance, by High-Level Expert Group on Sustainable Finance
Global Sustainable Investment Review 2016, by GSIA-Global Sustainable Investment Alliance @GlobalSIF
The Global Fossil Fuel Divestment and Clean Energy Investment Movement, by Arabella Advisors @arabellaadvisor
Report on US Sustainable, Responsible and Impact Investing Trends 2016 (Ex. Summ.), by US SIF-The Forum for Sustainable and Responsible Investment @US_SIF
Impact Investing (2016 Moskowitz Prize winner), by Brad M. Barber (University of California, Davis), Adair Morse (University of California, Berkeley – Haas School of Business; NBER-National Bureau of Economic Research), Ayako Yasuda (University of California, Davis – Graduate School of Management)
European SRI Study 2016, by @Eurosif
Green, Social and Ethical Funds in Europe 2016, by VigeoEiris @VigeoEiris
The Sky’s Limit: Why the Paris Climate Goals Require a Managed Decline of Fossil Fuel Production, by Oil Change International (in collaboration with 350.org, Amazon Watch, APMDD, AYCC, Bold Alliance, Christian Aid, Earthworks, Équiterre, Global Catholic Climate Movement, HOMEF, Indigenous Environmental Network, IndyAct, Rainforest Action Network, and Stand.earth)
ESG & Corporate Financial Performance: Mapping the global landscape, by Deutsche Asset & Wealth Management and University of Hamburg
Climate Change and Firm Valuation: Evidence from a Quasi-Natural Experiment (2015 Moskowitz Prize winner), by P. Krueger (University of Geneva; University of Geneva – Geneva Finance Research Institute; Swiss Finance Institute)
Green, Social and Ethical Funds in Europe. 2015 Review, by Vigeo
Measuring the Growth of the Global Fossil Fuel Divestment and Clean Energy Investment Movement, by Arabella Advisors
Fiduciary Duty in the 21st Century, by UnPri-United Nations-supported Principles for Responsible Investment @PRI_News
2014 Global Sustainable Investment Review, by GSIA-Global Sustainable Investment Alliance
2014 Asia Sustainable Investment Review, by ASrIA
Green, Social and Ethical Funds in Europe 2014. The Retail Market, by Vigeo
2014 Report on Sustainable and Responsible Investing Trends (Ex. Summ), by US SIF-The Forum for Sustainable and Responsible Investment
Socially Responsible Firms (2014 Moskowitz Prize winner), by A. Ferrell (Harvard Law School; ECGI-European Corporate Governance Institute), Hao Liang (Tilburg University, CentER), Luc Renneboog (Tilburg University – Department of Finance; ECGI-European Corporate Governance Institute; TILEC-Tilburg Law and Economics Center)
Report on Progress 2014, by UnPri-United Nations-supported Principles for Responsible Investment
European SRI Study 2014, by Eurosif
Green, Social and Ethical Funds in Europe 2013, by Vigeo
European Responsible Investing Fund Survey 2013, by Kpmg
2012 Global Sustainable Investment Review, by GSIA-Global Sustainable Investment Alliance
European SRI Study 2012, by Eurosif
Sustainable and Responsible Investing Trends in the United States (Ex. Summ.), by US SIF-The Forum for Sustainable and Responsible Investment
Corporate Pension Funds and Sustainable Investment Study, by Eurosif
Guides & Guidelines
Practical Handbook for ESG Disclosure (added 2020 June 20), by Japan Exchange Group, Inc. and Tokyo Stock Exchange, Inc.
Money makes change. Guided prayer resource (added 2020 May 8), by ECCR-The Ecumenical Council for Corporate Responsibility @eccr1
The Good Guide to Investing for Women (added 2020 May 6), by Good With Money @GoodMoneyGirl, EQ Investors @eqinvestors, Energise Africa @energiseafrica
Supply chains and responsible investment. Improving risk management (added 2020 February 20), by Forum pour l’Investissement Responsable @FIR_FrenchSIF, A2 Consulting @A2_Consulting
Guida alla finanza sostenibile per investitori cattolici (added 2020 January 17), Nummus.info
Investor Guidance on Integrating Children’s Rights into Investment Decision Making (added 2019 October 31), by Sustainalytics @Sustainalytics and UNICEF @UNICEF
A sustainable and responsible investment guide for central banks’ portfolio management (added 2019 October 31), by Network for Greening the Financial System @NGFS_
Asset Owner Guide to Oil & Gas Producers (added 2019 August 27), by WWF European Policy Office @WWFEU
CEO Guide to Human Rights (added 2019 August 23), by WBCSD-World Business Council for Sustainable Development @wbcsd
Integrating Natural Capital in Risk Assessments: A step-by-step guide for banks, by Natural Capital Finance Alliance @NatCapFinance and PricewaterhouseCoopers @PwCclimateready
Guidance on Corporate Human Rights Due Diligence Related to Immigration Detention and Family Separation, Investor Alliance for Human @InvestForRights
Climate scenarios demystified. A climate scenario guide for investors, by CICERO Climate Finance @CICERO_klima
Ethical Investments in an era of Climate Change. A Guide to Reviewing Environmental and Social Governance of Catholic Investments, by Trócaire @trocaire and Global Catholic Climate Movement @CathClimateMvmt
Final Recommendations of the Task Force on Climate-related Financial Disclosures, Task Force on Climate-related Financial Disclosures @FSB_TCFD
2017 Proxy Resolutions and Voting Guide, by ICCR-Interfaith Center on Corporate Responsibility @ICCROnline
Manuale di finanza sostenibile e responsabile. Per i consulenti finanziari e i risparmiatori, Forfinance Edizioni-Raiffeisen Capital Management
Recommendations of the Task Force on Climate-related Financial Disclosures, by FSB Task Force on Climate-related Financial Disclosures @FSB_TCFD
Article 173-VI: Understanding the French regulation on investor climate reporting, by French SIF-Forum pour l’Investissement Responsable @FIR_FrenchSIF
Interpretive Bulletin Relating to the Fiduciary Standard under ERISA in Considering Economically Targeted Investments, The United States Department of Labor (DOL)
Model Guidance on Reporting Esg Information to Investors, by Sustainable Stock Exchanges Initiative
Environmental, Social and Governance Issues in Investing. A Guide for Investment Professionals, by CFA Institute
Your Guide to Responsible Investing, by Ethical Funds
Fixed income investor guide. Putting responsible investment into practice in fixed income, by UnPri-United Nations-supported Principles for Responsible Investment
The Guide to Sustainable Investment 2014, by Blue & Green Tomorrow
Ownership Day. How to be an active owner, by UKSIF-UK Sustainable Investment and Finance Association and Vigeo
The Guide to Sustainable Investment 2013, by Blue & Green Tomorrow
Guidelines on shareholders engagement, by Etica Sgr (Banca Popolare Etica Group)
Introductory Guide to Collaborative Engagement. How institutional investors can effectively collaborate in dialogue with companies, by UnPri-United Nations-supported Principles for Responsible Investment
Extracting the Facts: An investor guide to disclosing risks from hydraulic fracturing operations, by Iccr-Interfaith Center on Corporate Responsibility
Guidelines for Responsible Investing in Food Commodities, by Iccr-Interfaith Center on Corporate Responsibility
Presentations
Fondi di investimento ESG: diversificazione e rischio sistemico (added 2020 January 13) (in Italian), by R. Cerqueti, R. Ciciretti @rciciret, A. Dalò, M. Nicolosi (presented in Naples @UninaIT within the 8th Italian SRI Week #settimanaSRI promoted by @ItaSIF)
Responsible Finance for the SDGs. Dialogo Italiano sulla Finanza Sostenibile, by
Nick Robins @NVJRobins1, Co-Director UNEP Inquiry @fininquiry
The Justice Case for Investing in Renewables – Why does Climate Pose a Financial Risk to Investors?, by Mark Campanale @campanalemark, Founder and Executive Director at Carbon Tracker Initiative @CarbonBubble (shown at #LaudatoSiDivest Conference in Rome on 2017, January 27th)
L’orientamento_etico dei fondi_pensione_in Italia: un’analisi documentale (in Italian only), by Mariantonietta Intonti, Angela Garofalo (Università di Bari)
How should investors manage the risks of runaway climate change?, by Dr. Raj Thamotheram, Independent Strategic Adviser
La nostra esperienza al Monte (in Italian only), by Walter Bottoni, vice-president at Banca Mps pension fund, blogger and managing editor at previTeNdA
The more exclusions, the worse the portfolio?, by Dr. Christoph Gort, Partner, SIGLO Capital Advisors
Exclusion Screenings. From Morals to Sustainability Risks, by Dr. Regina Schwegler, Senior Sustainability Analyst at Inrate
Human Rights: not only companies are concerned…, by Ophélie Mortier – Responsible Investment Coordinator at @Petercam (via @ItaSIF)
Socially Responsible Investment: some ethical dilemmas, by Prof. Paul H. Dembinski (University of Fribourg & Observatoire de la Finance – Geneva) (at Salone del Risparmio 2014)
European SRI Transparency Code: A best practice tool for SRI investors and the industry, by Francois Passant – Executive Director Eurosif (at 2nd Italian SRI Week)
Responsible investment in passive management strategies, by Julie Gorte – Senior Vice President for Sustainable Investing at Pax World Management (at 2nd Italian SRI Week)
Reports & Focus & Surveys
La place financière de Paris au fond du puits. Le pari perdant des banques et investisseurs français sur les pétrole et gaz de schiste (added 2020 June 27), by Les Amis de la Terre France @amisdelaterre, Reclaim Finance @ReclaimFinance
Swiss Sustainable Investment Market Study 2020 (added 2020 June 10), by Swiss Sustainable Finance @SwissSustFin, Center for Sustainable Finance and Private Wealth, University of Zurich @uzh_en
Building the analytical foundations for greening the financial system (added 2020 June 8), by the International Network for Sustainable Financial Policy Insights, Research and Exchange – INSPIRE @INSPIRE_sec
Governance and management of climate-related risks by French banking institutions: some good practices (added 2020 June 3), by Autorité de contrôle prudentiel et de résolution @ACPR_actu
Guide for Supervisors Integrating climate-related and environmental risks into prudential supervision (added 2020 June 1), by Network for Greening the Financial System @NGFS_
A Status Report on Financial Institutions’ Experiences from working with green, non green and brown financial assets and a potential risk differential (added 2020 June 1), by Network for Greening the Financial System @NGFS_
Financing energy efficient buildings – the path to retrofit at scale (added 2020 May 20), by The Green Finance Institute @GFI_green
Investing in Our Mission: A Five-Year Case Study of Fossil Fuel Divestment at the Rockefeller Brothers Fund (added 2020 May 12), by the Rockefeller Brothers Fund @RockBrosFund
Climate-related financial risks: a survey on current initiatives (added 2020 May 8), by The Basel Committee on Banking Supervision, Bank for International Settlements @BIS_org
The State of Pay: Executive Remuneration and ESG Metrics (added 2020 May 8), by Sustainalytics @Sustainalytics
Church investments in major oil companies: Paris compliant or Paris defiant? (added 2020 May 6), by Operation Noah @OperationNoah
Green Bond Treasurer Survey (added 2020 May 5), by The Climate Bonds Initiative @ClimateBonds and Henley Business School @HenleyBSchool
Making Finance Serve Nature. From the niche of Conservation finance to the mainstreaming of Natural Capital approaches in financial systems (added 2020 May 5), by Finance Watch @forfinancewatch
Finanza fossile. La gigantesca impronta climatica di banche e investitori italiani (added 2020 April 27) (in Italian only), by Re:Common @Recommon, Greenpeace Italia @Greenpeace_ITA
Network for Greening the Financial System. Annual Report 2019 (added 2020 April 7), by NGFS-Network for Greening the Financial System @NGFS_
2019 Research Report. An analysis of the sustainability reports of 1000 companies pursuant to the EU Non-Financial Reporting Directive (added 2020 March 30), by Alliance for Corporate Transparency @EuCorpReporting
Investing in Amazon Crude. The Network of Global Financiers and Oil Companies Driving the Amazon Toward Collapse (added 2020 March 21), by Amazon Watch @AmazonWatch
Technology Social Venture. The New Generation of Sustainable Business (added 2020 March 3), by Gianlorenzo Meggio @gianlorenzo_m, Gianandrea Spadoni, The British Chamber of Commerce for Italy @BritChamItaly
Adding Fuel to the Fire: Export Credit Agencies and Fossil Fuel Finance (added 2020 February 13), by Oil Change International @PriceofOil and Friends of the Earth U.S. @foe_us
The Sovereign Transition to Sustainability. Understanding the dependence of sovereign debt on nature (added 2020 February 5), by Grantham Research Institute @GRI_LSE and Planet Tracker @planet_tracker
It’s the finance sector, stupid – Banks, insurers and pension funds are as culpable for the climate emergency as the fossil fuel industry – especially those attending the World Economic Forum in Davos (added 2020 January 25), by Greenpeace @Greenpeace
Supporting the Transition to Sustainability: SMART Reform Proposals (added 2019 December 30), by University of Oslo @UniOslo, Professor Beate Sjåfjell @BeateSjafjell
Engagement Report 2019 (added 2019 December 19), by Shareholders for Change
Banking on a Low-Carbon Future: Finance in a Time of Climate Crisis (added 2019 December 12), by Boston Common Asset Management
The BankTrack Human Rights Benchmark 2019 (added 2019 November 30), by BankTrack @BankTrack
The European Union and sustainable finance: impacts and outlook for the Italian market (added 2019 November 26), by Forum per la Finanza Sostenibile (the Italian SIF) @ItaSIF
Ireland as a Centre of Excellence (added 2019 November 6), by Maples Group @maplesgroup
Ireland’s Annual Responsible Investment State of Play Report 2019 (added 2019 November 6), by SIF-Sustainable and Responsible Investment Forum Ireland @SIFIreland, PwC Ireland @PwCIreland
Divest Invest Philanthropy: Five Years After Launch (added 2019 November 3), by Croatan Institute @_Croatan and Divest Invest Network @divestinvestorg
Greening the Financial System: Tilting the Playing Field: The Role of Central Banks (added 2019 November 3), by Climate Bonds Initiative @ClimateBonds, supported by WWF @WWF and SOAS Centre for Sustainable Finance @CSF_SOAS
La inversión sostenible y responsable en España – Estudio Spainsif 2019 (added 2019 October 18), by Spainsif @Spainsif
TCFD Implementation. Practical Insights and Perspectives from Behind the Scenes for Institutional Investors (added 2019 October 7), by Investor Leadership Network @ILNinfo
Divestment Report. Six Years of Fossil Free Performance (added 2019 October 3), by Genus Capital Management @GenusFossilFree
Les Français et la finance responsable (Vague 2). Sondage Ifop pour le FIR et Vigeo Eiris (added 2019 September 19), by Ifop @IfopOpinion, for FIR-FrenchSIF @FIR_FrenchSIF and VigeoEiris @VigeoEiris
Coller FAIRR Protein Producer Index 2019 Report (added 2019 September 4), by FAIRR Initiative @FAIRRinitiative
Complicity in Destruction II: How Northern Consumers and Financiers Enable Bolsonaro’s Assault on the Brazilian Amazon (added 2019 September 4), by Amazon Watch @AmazonWatch
Más Activos, Más Sostenibles. Entrando en la era del activismo ESG (added 2019 August 30), by Forética @foretica
Task Force on Climate-related Financial Disclosures: 2019 Status Report (added 2019 August 30), by TCFD-Task Force on Climate-related Financial Disclosures @FSB_TCFD
Burning the Gas ‘Bridge Fuel’ Myth: Why Gas Is Not Clean, Cheap, or Necessary (added 2019 August 28), by Oil Change International @PriceofOil
Rare metal supply chains. Challenges for a sustainable energy transition (added 2019 August 28), by Shareholders for Change, Meeschaert @Meeschaert
Swiss Sustainable Investment Market Study 2019 (added 2019 August 28), by Swiss Sustainable Finance @SwissSustFin, University of Zurich @UZH_en
How could the ECB’s monetary policy support the sustainable finance transition? (added 2019 August 26), by Stefano Battiston @zbattiz (University of Zurich @UZH_ch and FINEXUS Center @FinexusCenter), Irene Monasterolo @Transitionway (Vienna University of Economics and Business @wu_vienna)
Executive pay in the FTSE 100. Is everyone getting a fair slice of the cake? (added 2019 August 26), by CIPD-Chartered Institute of Personnel and Development @CIPD in association with High Pay Centre @HighPayCentre
Corporate Finance – A Roadmap to Mainstream SDG Investments (added 2019 August 20), by United Nations Global Compact @globalcompact, UNEP Finance Initiative @UNEP_FI
Sustainable finance in emerging markets and the role of securities regulators (added 2019 June 12), by The Growth and Emerging Markets Committee of IOSCO (the International Organization of Securities Commissions) @IOSCOPress
Investor Obligations in Occupied Territories: A Report on the Norwegian Government Pension Fund – Global (added 2019 May 21), by Dr Chiara Macchi @ChiaraMacchi7, Dr Tara Van Ho @TaraVanHo, Luis Felipe Yanes @luisfyanes (Human Rights Centre @EssexHRC University of Essex @Uni_of_Essex)
Overexposed. How the IPCC’s 1.5° C Report demonstrates the risk of overinvestment in oil and gas (added 2019 May 7), by Global Witness @Global_Witness
Sustainability in Capital Markets: A Survey of Current Progress and Practices (added 2019 April 26), by High Meadows Institute @HighMeadowsInst
Investing in a Time of Climate Change – The Sequel (Ex. Summary) (added 2019 April 15), by Mercer @mercer
Banking on Climate Change. Fossil Fuel Finance Report Card 2019, by RAN-Rainforest Action Network @RAN, BankTrack @BankTrack, Sierra Club @SierraClub, Oil Change International @PriceofOil, Indigenous Environmental Network @IENearth, Honor The Earth @HonorTheEarth (added 2019 March 21 – see also the 2018 report)
In search of impact: Measuring the full value of capital. Update: The Cambridge Impact Framework, by University of Cambridge Institute for Sustainability Leadership (CISL) @cisl_cambridge (added 2019 March 19)
Paying With Fire: How oil and gas executives are rewarded for chasing growth and why shareholders could get burned, by Carbon Tracker Initiative @CarbonBubble
Investing in a just transition in the UK. How investors can integrate social impact and place-based financing into climate strategies, published by the Grantham Research Institute on Climate Change and the Environment @GRI_LSE, authored by Nick Robins @nvjrobins1, Andy Gouldson @andy_gouldson, William Irwin @willirwin, Andrew Sudmant @andrewsudmant
Sustainable finance in emerging markets and the role of securities regulators. Consultation Report, by IOSCO-International Organization of Securities Commissions @IOSCOPress
Sustainable Digital Finance in Asia: Creating Environmental Impact through Bank Transformation, by DBS @dbsbank, the Sustainable Digital Finance Alliance @SDFAlliance, UN Environment @UNEnvironment
MSCI 2019 ESG Trends to Watch, by MSCI @MSCI_Inc
Social Impact Investment 2019. The Impact Imperative for Sustainable Development, by OECD @OECDdev
Managing Risks Associated with Modern Slavery. A Good Practice Note for the Private Sector, by Ergon Associates @ergonassociates and modern slavery specialist Cindy Berman @cindy0berman from the ETI-Ethical Trading Initiative @ethicaltrade
Human rights in a globalised world: why do companies need to pay more attention?, by Vigeo Eiris @VigeoEiris
Risky business: Local government pension funds and the climate crisis. How Local Government Pension Funds are failing to protect themselves from the financial risks of climate change, by Friends of the Earth @friends_earth, Friends of the Earth Scotland @FoEScot, Platform London @PlatformLondon
The Financial Case for Fossil Fuel Divestment, by IEEFA-The Institute for Energy Economics and Financial Analysis @ieefa_institute and Sightline Institute @sightline
Investing in a just transition. Why investors need to integrate a social dimension into their climate strategies and how they could take action, by Nick Robins @NVJRobins1 , Vonda Brunsting and David Wood
Not long now. Survey of fund managers’ responses to climate-related risks facing fossil fuel companies, by The Climate Change Collaboration, UKSIF-UK Sustainable Investment and Finance Association @UKSIF
Corporate Human Rights Benchmark Progress Report 2018, by CHRB-Corporate Human Rights Benchmark @RankBHR
Navigating Esg. A Practical Guide, by The Defined Contribution Investment Forum @DCIF_UK
Debunked: The G20 Clean Gas Myth, by Oil Change International @PriceofOil
Carbon Clampdown: Closing the Gap to a Paris-compliant EU-ETS, by Carbon Tracker Initiative @CarbonBubble
Banking on Climate Change. Fossil Fuel Finance Report Card 2018, by RAN-Rainforest Action Network @RAN, BankTrack @BankTrack, Sierra Club @SierraClub, Oil Change International @PriceofOil, Indigenous Environmental Network @IENearth, Honor The Earth @HonorTheEarth
Accelerating Green Finance, by the Green Finance Taskforce @GFI_org
Don’t bank on the bomb. A global report on the financing of nuclear weapons producers @DontBankonBomb, by PAX @PAXforpeace, ICAN-International Campaign to Abolish Nuclear Weapons @nuclearban, Profundo @profundoNL
Guidance for Sovereign Green Bond Issuers, by International Finance Corporation @IFC_org in partnership with Australian Aid @dfat
The Global Green Finance Index 1, by Z/Yen @ZYenLF Long Finance Initiative @LongFinance, Finance Watch @forfinancewatch, supported by MAVA Foundation @MavaFdn
Towards the new normal: increasing investment in the UK’s green infrastructure, Aldersgate Group @AldersgateGrp
Draft Report on Sustainable Finance, by European Parliament Committee on Economic and Monetary Affairs @EP_Economics, Rapporteur Molly Scott Cato @MollyMEP
Paving the way for Sustainable Finance in Europe. Strengthening the Eu’s Agenda, by Eurosif @Eurosif
Finance for Climate Action in Asia and the Pacific: A Regional Action Agenda to Access Debt Capital Markets, United Nations Economic and Social Commission for Asia and the Pacific @UNESCAP
Making Waves. Aligning the Financial System with Sustainable Development, by UN Environment Inquiry into the Design of a Sustainable Financial System @fininquiry
oekom Impact Study 2017: The impact of responsible of responsible investment on companies is increasing, by oekom research @oekomresearch
First Year of FTSE 100 Reports under the UK Modern Slavery Act: Towards Elimination?, by Business and Human Rights Resource Centre @BHRRC
Trillion Dollar Transformation. Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk, by CIEL-Center for International Environmental Law @ciel_tweets
L’ISR en France vu par ses acteurs. État des lieux et perspectives, by KPMG France @KPMG_France
Waterproof? An exploration of climate-related risks for the Dutch financial sector, by De Nederlandsche Bank @DNB_NL
Altruism versus Egoism in Investment Decisions, by Daniel Brodback (University of Muenster – Finance Center Muenster), Nadja Guenster (University of Muenster – Finance Center Muenster; University of California, Berkeley), David Mezger (KPMG AG)
To what extent do companies report on their tax payments?, by VigeoEiris @VigeoEiris
Bonds and Climate Change: the State of the Market in 2017, by Climate Bonds Initiative @ClimateBonds
2017: The year for sovereign green bonds?, by White & Case @WhiteCase
SDG Investing: Advancing A New Normal in Global Capital Markets,
by C-Change @cdebruin08
Adding Sustainable and Responsible Investing Options to Defined Contribution Plans, by US SIF-The Forum for Sustainable and Responsible Investment @US_SIF
Dirty Profits 5. Report on Companies and Financial Institutions Benefiting from Human Rights Violations and Environmental Destruction, Facing Finance @FacingFinance
Climate-Related Investment for Resilient Communities. Divest-Invest Opportunities in Community-Oriented Climate Solutions, by Croatan Institute @_Croatan, DivestInvest Philanthropy @divestinvestorg
Global Guide to Responsible Investment Regulation, by UnPri-United Nations-supported Principles for Responsible Investment @PRI_News
2017 Esg Trends to Watch, by Msci @MSCI_Inc
Study on the potential of green bond finance for resource-efficient investments, by Eurosif @Eurosif
The Paris Green and Sustainable Finance Initiative, by Paris Europlace @europlace
EFAMA Report on Responsible Investment, by EFAMA @EFAMAnews
2016 Canadian Impact Investment Trends Report, by RIA Canada @riacanada
Digging Deeper, by Super Switch (a project of @market_forces)
EXXONMOBIL – Investor Engagement Report, by AODP-Asset Owners Disclosure Project
Sustainable asset management by institutional investors, by Union Investment
Climate Related Systemic Risk: A Guide for Investor action, by Preventable Surprises
The Impact of Sustainable and Responsible Investment, by US SIF-The Forum for Sustainable and Responsible Investment
Impact Investment. From Niche to Mainstream, by VBDO in cooperation with Erasmus University
2016 Esg Trends to Watch, by MSCI
Rapport de l’AMF sur l’investissement socialement responsable (ISR) dans la gestion collective, by AMF-Autorité des Marchés Financiers
Bridging the Gap – Benchmark Responsible Investment by Pension Funds in the Netherlands 2015, by VBDO
Are Banks prepared for Climate Change?, by Boston Common Asset Management
Unlocking Esg Integration, by US SIF-The Forum for Sustainable and Responsible Investment
Profile of Responsible Investors in Europe. 2015 Edition: Focus on Climate, by Novethic
Environmental, Social and Governance (Esg) Survey, by CFA Institute
Beyond Divestment: Using Low Carbon Indexes, by Remy Briand, Linda Eling Lee, Sébastien Lieblich, Véronique Menou, Anurag Sing (team of researchers at MSCI)
Winners and Spinners Report (Key Points), by Castlefield
Correlation between Standard Ethics Rating and Financial Performance, by Standard Ethics
2014 figures on responsible investment in France, by Novethic in partnership with FIR-Forum pour l’investissement responsable
U.S. Shale Oil and Gas. Going over the hedge?, by Carbon Tracker
Global 500 Greenhouse Gas Report: The Fossil Fuel Energy Sector, by J. Moorhead (Bsd Consulting), T. Nixon (Thomson Reuters)
The SRI Conference 2015 Fossil Fuels Divestment Survey, by The SRI Conference
Sustainable Signals: The Individual Investor Perspective, by Morgan Stanley Institute for Sustainable Investing
Charbon: l’argent sale des banques françaises. Pourquoi les financements au secteur du charbon doivent cesser, by Les Amis de la Terre France and BankTrack
Stranded assets and the fossil fuel divestment campaign: what does divestment mean for the valuation of fossil fuel assets?, by Smith School of Enterprise and the Environment
Benchmark Responsible Investment by Insurance Companies in the Netherlands in 2014, by @VBDO
Extracting Fossil Fuels from Your Portfolio: A Guide to Personal Divestment and Reinvestment, by 350.org, Green Century Capital Management and Trillium Asset Management
-> (update) Extracting Fossil Fuels from Your Portfolio: An UPDATED Guide to Personal Divestment and Reinvestment, by 350.org, Green Century Capital Management and Trillium Asset Management
Beyond Fossil Fuels: The Investment Case for Fossil Fuel Divestment, by Impax Asset Management
Dialogue with companies -3. Reports, analysis and results of the engagement activities, by @EticaSgr
Real Economy – Real Returns: The Business Case for Sustainability Focused Banking, by Global Alliance for Banking on Values
Measuring the Global Fossil Fuel Divestment Movement, by Arabella Advisors
From the Stockholder to the Stakeholder. How Sustainability can drive Financial Outperformance, by the Smith School of Enterprise and the Environment at the University of Oxford and Arabesque Asset Management
Sector Report Banks. Like a Phoenix from the Ashes?, by Sustainalytics
A new vision of value. Connecting corporate and societal value creation, by Kpmg International
The Benefits of Socially Responsible Investing: An Active Manager’s Perspective, by New Amsterdam Partners
The CalPERS Portoflio and Fossil Fuel Reserve-related CO2 Emission, by Fossil Free Indexes
Ready-Made Garment Industry: The Road to Progress. Insights from the Bangladesh Field Trip, by Mirova
The role of banks in supporting the real economy, by Vigeo Rating
The Carbon Underground 200. The World’s Top 200 Public Companies Ranked by the Carbon Content of their Fossil Fuel Reserves, by Fossil Free Indexes
The Value of Responsible Investment. The moral, financial and economic case for action, by ILG-Investment Leaders Group
Sweeping the dirt under the carpet – How DJSI and FTSE4Good Indices fail to properly rate controversies associated with Eni, Enel, RWE and Deutsche Bank operations, by @Recommon @urgewald @BankTrack
Rate the Raters. The 2013 Ratings Survey: Polling the Experts, by SustainAbility and GlobeScan
10 Companies to watch in 2014, by Sustainalytics
Investing in the Clean Trillion: Closing The Clean Energy Investment Gap Executive Summary, by CERES
The Impact of Sustainable and Responsible Investment, by US SIF-The Forum for Sustainable and Responsible Investment
Disclosing the Facts: Transparency and Risk in Hydraulic Fracturing Operations, by As You Sow, Boston Common Asset Management, Green Century Capital Management, and the Investor Environmental Health Network
Ranking the Banks. A survey of seven U.S. banks conducted by members of The Interfaith Center on Corporate Responsibility and Sustainalytics, by Iccr and Sustainalytics
Le marché ISR français en 2012, by Novethic
Sustainability Initiatives: Insights from Stock Exchanges into Motivations and Challenges, by EIRIS
PRI Annual Report 2013, by UnPri-United Nations-supported Principles for Responsible Investment
Dialogue with companies – 2. Reports, analysis and results of engagement activities at the AGM season, by Etica Sgr (Banca Popolare Etica Group)
Tax Transparency and Multinational Corporations: Issues for Responsible Investors, by Sustainalytics
Benchmark Responsible Investment by Pension Funds in the Netherlands 2013, by VBDO-Association of Investors for Sustainable Development
The future of investment: impact investing, by UKSIF-UK Sustainable Investment and Finance Association
2012 Sustainable Stock Exchanges Report: A Report on Progress, by Sustainable Stock Exchanges Initiative
Sustainable Investment in the Middle East and North Africa (Ex. Summ.), by IFC-International Finance Corporation (on AfricaSIF.org)
Papers
Does it pay to be green? A disaggregated analysis of U.S. firms with green patents (added 2020 June 16), by Thi‐Hong‐Van Hoang, Wojciech Przychodzen, Justyna Przychodzen, Elysé A. Segbotangni
Implications of the COVID-19 Pandemic for Global Sustainable Finance (added 2020 May 18), by Financial Centres for Sustainability @FC4SNetwork, UN Environment Inquiry into the Design of a Sustainable Financial System @fininquiry
Will COVID-19 fiscal recovery packages accelerate or retard progress on climate change? (added 2020 May 12), by Cameron Hepburn @camjhep, Brian O’Callaghan @brian_ocall, Nicholas Stern @lordstern1, Joseph Stiglitz @JosephEStiglitz, Dimitri Zenghelis @DimitriZ – The Smith School of Enterprise and the Environment (SSEE) @thesmithschool, University of Oxford @UniofOxford
Corporate Resilience and Response During COVID-19 (added 2020 April 21), by Alex Cheema-Fox, Bridget R. LaPerla, George Serafeim @GeorgeSerafeim, Hui (Stacie) Wang
Sustainable Finance Policy & Regulation: The Case for Greater International Alignment (added 2020 March 7), by IIF-Institute of International Finance @IIF
Investor Rewards to Climate Responsibility: Evidence from the 2016 Climate Policy Shock (added 2019 December 19), by Stefano Ramelli @StefanoRamelli (University of Zurich – Department of Banking and Finance @uzh_bf), Alexander F. Wagner @AlexFWagner (University of Zurich – Department of Banking and Finance; Centre for Economic Policy Research-CEPR; European Corporate Governance Institute-ECGI; Swiss Finance Institute), Richard J. Zeckhauser (Harvard University – Harvard Kennedy School-HKS @Kennedy_School; National Bureau of Economic Research-NBER), Alexandre Ziegler (University of Zurich – Department of Banking and Finance)
Fossil Fuel Divestment and Portfolio Performance (FIR-PRI Finance & Sustainability Awards 2019 winner) (added 2019 October 11), by Arjan Trinks @ArjanTrinks, Bert Scholtens @scholtensbert, Machiel Mulder @MMulderEnergy, Lammertjan Dama
Discovering Value in Climate Change Investing (added 2019 September 4), by Franklin Templeton @FTI_GLOBAL
Financing Low-Carbon Transitions through Carbon Pricing and Green Bonds (added 2019 August 30), World Bank @WorldBank Policy Research Working Paper, by Dirk Heine, Willi Semmler @WilliSemmler, Mariana Mazzucato @MazzucatoM, João Paulo Braga @jp_braga, Michael Flaherty, Arkady Gevorkyan, Erin Hayde, Siavash Radpour @sia_rdp
The Potential Impact of Investor Fossil Fuel Divestment Behaviour on Oil Prices (added 2019 August 30), by Network For Sustainable Financial Markets @nsfmnextgen
White Paper: Ethics and Investing: How environmental, social, and governance (ESG) issues impact investor behavior (added 2019 August 20), by Allianz Life @AllianzLife
Human Rights & Finance. What clients want, regulators expect, and investors should consider (Discussion Paper) (added 2019 May 3), by Löning – Human Rights & Responsible Business @loeningmarkus and Charles Muller @avocatchmuller
Get Real! Individuals Prefer More Sustainable Investments, by Rob Bauer @robbauerum, Tobias Ruof @tobiasruof, Paul Smeets @paulsmeets5, Department of Finance, Maastricht University @maastrichtu and European Centre for Corporate Engagement (ECCE) @ecce_um
Depositors Disciplining Banks: The Impact of Scandals, by Mikael Homanen @MikaelHomanen (City University London – Sir John Cass Business School)
Do Investors Value Sustainability? A Natural Experiment Examining Ranking and Fund Flows (2018 Moskowitz Prize Winner), by Samuel M. Hartzmark, Abigail B. Sussman (University of Chicago – Booth School of Business)
Red Lights to Green Lights: from 20th Century Environmental Regulation to 21st Century Sustainability, by Daniel C. Esty @EstyGroup @YaleLawSch
Why and How Investors Use ESG Information: Evidence from a Global Survey, by Amir Amel-Zadeh (Said Business School @oxfordsbs, University of Oxford @uniofoxford), George Serafeim @GeorgeSerafeim (Harvard Business School @harvardhbs)
Sustainable Signals. New Data from the Individual Investor, by Morgan Stanley Institute for Sustainable Investing
Position Paper on Green Bonds Impact Reporting, by Nordic Public Sector Issuers, via Kommuninvest @Kommuninvest
Social Impact Bonds and Institutional Investors: an Empirical Analysis of a Complicated Relationship, by Alfonso Del Giudice and Milena Migliavacca (Università Cattolica del Sacro Cuore, Milan) (the paper was presented at the 2nd SSFII-Social and Sustainable Finance and Impact Investing Conference, 25-27 September 2017, Cambridge)
Reducing emissions across the portfolio, by UnPri-United Nations-supported Principles for Responsible Investment
The Path to Fossil Fuel Divestment for Universities: Climate Responsible Investment, by Cutler J. Cleveland (Boston University – Department of Earth and Environment) and Richard Reibstein (Boston University)
Why Talk? A Process Model of Dialogue in Shareholder Engagement, by Fabrizio Ferraro (University of Navarra, IESE Business School) and Daniel Beunza (London School of Economics & Political Science (LSE) – Department of Management)
Sources of Stakeholder Salience in the Responsible Investment Movement: Why Do Investors Sign the Principles for Responsible Investment?, by Arleta Majoch (University of Reading – ICMA Centre), Andreas G. F. Hoepner (University of Reading – ICMA Centre; Principles for Responsible Investment, United Nations), Tessa Hebb (Carleton Centre for Community Innovation)
Socially Responsible and Conventional Investment Funds: Performance Comparison and the Global Financial Crisis, by L. Becchetti, R. Ciciretti, A. Dalo, S. Herzel (Working Paper Series 04_14, The Rimini Centre for Economic Analysis)
The effect of bad news on credit risk: a media based view of the pricing of corporate social responsibility, by Julian Fritz Kölbel (Swiss Federal Institute of Technology Zurich), Timo Busch (University of Hamburg)
Corporate Social Responsibility and Earnings Forecastings Unbiasedness, by L. Becchetti, R. Ciciretti, A. Giovannelli (CEIS Working Paper No. 233)
The effectiveness of remuneration committees in European banks: Regulation and best practices (Abstract), by Antonio Dell’Atti, Mariantonietta Intonti and Antonia Patrizia Iannuzzi (published on ‘Journal of Financial Regulation and Compliance’)
On the drivers of corporate social responsibility in banks: evidence from an ethical rating model (Abstract), by Giuliana Birindelli, Paola Ferretti, Mariantonietta Intonti, Antonia Patrizia Iannuzzi (published on ‘Journal of Management & Governance’)
Books
SRI FUNDS. I fondi eticamente orientati e la finanza sostenibile (in Italian only), by Giovanni Ferri, Mariantonietta Intonti (Aracne Editrice, 2018)
Polls
Investing in the Future: Sustainable, Responsible and Impact Investing Trends, by Morgan Stanley
Mini-sondaggio “Dedica 2 minuti alla finanza sostenibile” #cheinvestitoresei (in Italian only), by Febaf
Statements, Declarations, Principles, Strategies, Consultations docs & Feedbacks to Public Consultations, Speeches, Notes, Open Letters, Bulletins
Joint NGO Statement – Ten Priorities for the European Commission’s Climate Taxonomy Delegated Acts (added 2020 May 25), by nearly 100 NGOs including WWF @WWF 350.org @350 Transport & Environment @transenv Climate Action Network Europe @CANEurope
The Investor Agenda: a Sustainable Recovery from the Covid-19 Pandemic (added 2020 May 4), by Asia Investor Group on Climate Change @AIGCC_update, Ceres @CeresNews, CDP @CDP, The Institutional Investors Group on Climate Change @IIGCCNews, Investor Group on Climate Change @IGCC_Update, PRI @PRI_News, UNEP FI @UNEP_FI
Sustainable recovery from the Covid-19 pandemic requires the right tools (added 2020 April 27), Statement by the EU Technical Expert Group on Sustainable Finance
Investor statement on Coronavirus response (added 2020 April 15), by Domini Impact Investments @dominifunds, ICCR-Interfaith Center on Corporate Responsibility @ICCRonline, Office of the New York City Comptroller Scott M. Stringer @NYCComptroller
Consultation on the Renewed Sustainable Finance Strategy (added 2020 April 8), by the European Commission @EU_Commission
How responsible investors should respond to the COVID-19 coronavirus crisis (added 2020 March 27), by PRI-Principles for Responsible Investment @PRI_News
“Climate crisis requires urgent action by financial sector and financial supervisors” (added 2020 March 5), Opening statement Frank Elderson @FrankElderson at the Banco de
España @BancoDeEspana Climate Change Conference, Madrid, 11 December 2019, by De Nederlandsche Bank @DNB_NL
The Global Investor Statement to Governments on Climate Change (added 2020 January 9), by Asia Investor Group on Climate Change @AIGCC_update, Ceres @CeresNews, CDP @CDP, The Institutional Investors Group on Climate Change @IIGCCNews, Investor Group on Climate Change @IGCC_Update, PRI @PRI_News, UNEP FI @UNEP_FI
“The ECB must act now on climate change”. Open letter to Christine Lagarde (added 2019 December 12)
Investor statement on deforestation and forest fires in the Amazon (added 2019 December 12)
It’s time to stand firm and go Fossil Free (added 2019 October 31), open letter by Bankwatch @ceebankwatch and over 70 other civil society groups to President of the European Investment Bank Werner Hoyer
Joint Statement on the International Platform on Sustainable Finance (IPSF) (added 2019 October 31), by the European Union and relevant authorities from Argentina, Canada, Chile, China, India, Kenya, and Morocco
“Putting Switzerland at the Heart of Sdg Financing” (added 2019 October 31), message to the Swiss financial authorities from the Swiss private sector development finance community
Comprehensively promoting broad-impact sustainability. Position statement on the negotiations concerning the taxonomy of sustainable economic activities under the EU’s Sustainable Finance Action Plan (added 2019 September 4), by CRIC-Corporate Responsibility Interface Center @CRIC_eV, Forum Nachhaltige Geldanlagen e.V. @FNG_eV, @OEGUT, Oekofinanz-21
Green Finance Strategy. Transforming Finance for a Greener Future (added 2019 August 27), by HM Treasury @HMTreasury and Department for Business, Energy & Industrial Strategy @beisgovuk
Statement on the Purpose of a Corporation (added 2019 August 23), by Business Roundtable @BizRoundtable
A New Horizon (added 2019 April 11), Speech given by Mark Carney, Governor Bank of England, at “European Commission Conference: A global approach to sustainable finance” held in Bruxelles on 21 March 2019
Fossil Fuel Investments: Looking Backwards May Prove Costly to Investors in Today’s Market, by IEEFA-Institute for Energy Economics and Financial Analysis @ieefa_institute
Building Shared Language for Green and Sustainable Finance – Expert Briefing on the Development of Taxonomies, by The International Network of Financial Centres for Sustainability (FC4S) @FC4SNetwork
2018 Global Investor Statement to Governments on Climate Change, Asia Investor Group on Climate Change @AIGCC_update, CDP @CDP, Ceres @CeresNews, Institutional Investors Group on Climate Change @IIGCCnews, UN PRI-Principles for Responsible Investment @PRI_News, UNEP Finance Initiative @UNEP_FI
Casablanca statement on financial centres for sustainability, by Casablanca Finance City @CasaFinanceCity, UN Environment @UNEnvironment, Inquiry into the Design of a Sustainable Financial System @fininquiry
Stockholm Declaration (signed by leading global players of the investment community committed to the United Nations SDGs-Sustainable Development Goals as a central framework to work with when investing towards 2030), promoted by GRI-Global Reporting Initiative @GRI_Secretariat, UN Global Compact @globalcompact, UN PRI-Principles for Responsible Investment @PRI_News
CRIC’s reply to the Questionnaire by the High-Level Expert Group on the sustainable finance interim report, by CRIC- Corporate Responsibility Interface Center
Declaration of Institutional Investors on Climate-Related Financial Risks, by Canadian Institutional Investors, via Finance Montréal @FinanceMontreal (declaration issued during Responsible Investment Week 2017 #RIWEEK17)
The Capital Markets Union for Sustainable Growth in Europe. Contribution to the Public Consultation on the Interim Report of the High Level Expert Group on Sustainable Finance, by Italian Banking Insurance and Finance Federation (FeBAF) @FeBAF
The Principles for Positive Impact Finance. A Common Framework to Finance the Sustainable Development Goals, by Unep Fi-UN Environment Finance Initiative @UNEP_FI
COP22 Interfaith Statement on climate change, by Religious, Spiritual and Faith-based leaders for the first meeting of the Parties to the Paris Agreement (CMA1) during the twenty-second session of the Conference of the Parties (COP 22)
Catholic Bishops’ statement in Lima on the road to Paris (December 2014)
Theses
ESG materiality in the European equity market (added 2020 January 22), by Pietro Marchesano @PtMarch (awarded the “Elisa Genovese” prize by @EticaSgr in 2019)
