Digital Library2020-01-22T13:59:48+00:00

Resources

DIGITAL LIBRARY

Our Digital Library contains an extensive range of resources and research on sustainable and responsible investing, searchable by theme, publication type and year. Powered by SIF Ireland and Swiss Sustainable Finance.

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Title Author Published
Carrots & Sticks – Global trends in sustainability reporting regulation and policy KPMG, GRI, UNEP, Centre for Corporate Governance in Africa May 2016
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Summary

This report is the follow-up study of the one published in 2013. Since then, there has been a surge in the number of reporting instruments identified. The research identified almost 400 sustainability reporting instruments in 64 countries versus 180 instruments identified in 44 countries in the 2013 report. Especially the level of activity of stock exchanges and financial market regulators is noteworthy in the 2016 edition.

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Millennials & impact investment Toniic, Bank of the West, Family Wealth Advisors May 2016
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Summary

This report offers answers of millennials engaged in impact investing, regarding their interest in the topic and their actions taken, based on a survey completed by 58 individuals. Overall millennials are interested in the issue and either take a portfolio approach, or try to align their careers and philanthropic activities with their values but still face important barriers. 10 in-depth interviews provide insights into the lives of active impact investors.

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Annual Impact Investor Survey 2016 (6th edition) Global Impact Investing Network (GIIN) May 2016
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Summary

The sixth annual impact investor survey found that USD 15.2 bn commited by 157 respondents to 7,551 impact investments in 2015. In 2016, respondents plan to increase capital committed by 16% to USD 17.7 bn and number of deals by 55% to 11,722. Overall the participants describe continued improvements in the sophistication of the impact investing industry. Challenges, such as appropriate types of capital across the risk-return spectrum, and high-quality investment opportunities with track record still persist.

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Fiduciary Duty in the 21st Century – Global statement on investor obligations and duties PRI, UNEP FI and Generation Foundation Jun 2016
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Summary

As part of a three year project, this statement was launched in a first step to clarify investor duties in relation to the integration of environmental, social and governance issues in investment practice and decision-making. The statement aims to call on international and national policy makers to introduce a policy instrument that clarifies investor obligations and duties, in particular, to make explicit reference to the requirement to integrate ESG issues in investment decision-making.

The Fiduciary Duty in the 21st Century programme has also produced a series of other publications, including Fiduciary Duty Country Roadmaps and specific research on investor duties and obligations in Asian markets. These reports can be accessed here.

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Green bonds must keep the green promise! A call for collective action towards effective and credible standards for the green bond market WWF France Jun 2016
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Summary

This mandated research by WWF, focusses on the green bond market and explores the diverse landscape of green definitions, standards, frameworks, and guidelines that are currently used in the market. It emphasizes the centrality of the notion of “credibility” and “effectiveness” of green bonds, which stand at the center stage of the discussions and the importance of developing criteria around adaptation and climate resilience assets and environmental challenges beyond climate change.

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Banking with Principles? Benchmarking Banks against the UN Guiding Principles on Business and Human Rights BankTrack Jun 2016
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Summary

This report assesses to what extent 45 of the largest banks globally have integrated the Guiding Principles into their operations over the past five years. To determine this the study focusses on the evaluation of human right policies, processes and reporting of the banks, against 12 criteria, based on four categories: policies, due dilligence commitments, reporting and access to remedy. The research concludes that progress in the implementation has been slow, there are no true leaders, and that the link between good policies and good implementation appears to be weak.

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Proposals for a Roadmap towards a Sustainable Financial System in Switzerland FOEN and the Swiss Team Jun 2016
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Summary

In this report, a group of experts from the financial sector, NGOs, academia and government authorities in Switzerland identifies the most important concrete measures for creating a (more) sustainable financial system in Switzerland. The experts believe that now is the perfect time to debate the measures and to take action and move beyond business as usual.

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G20 Green Finance Synthesis Report G20 Green Finance Study Group Jul 2016
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Summary

The G20 Green Finance Study Group (GFSG) work supports the G20’s strategic goal of strong, sustainable and balanced growth. The GFSG was established to explore how to funnel tens of trillions of dollars in order to scale up green finance. This study summarizes 14 input papers and establishes a number of options for the G20 and country authorities for consideration for voluntary adoption, to enhance the ability of the financial system to mobilize private capital for green investment. This paper was presented at the G20 event in September 2016.

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Guide to Investment Governance (to be read alongside our DC code of practice no. 13) The Pensions Regulator (UK regulator of work-based pension schemes) Jul 2016
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Summary

This guide was published along side the new DC code of practice no. 13. It provides guidance to pension schemes mandating that trustees should take into account factors that are financially material to any investment’s performance – such as the effects of climate change – and that ESG and ethical factors can be included if trustees also believe them to be significant.

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Bonds and Climate Change – The state of the market in 2016 Climate Bonds Initiative Jul 2016
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Summary

The Climate Bonds Initiative released their 2016 market report on “climate-aligned bonds”. It was found that the market is still dominated by non-labelled climate-aligned bonds as opposed to Green Bonds with an estimated $694 bn of climate-aligned bonds outstanding, an increase of $96 bn compared to a year ago.

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Switzerland’s initial steps towards the implementation of the 2030 Agenda for Sustainable Development Swiss Confederation Jul 2016
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Summary

The Swiss Confederation considers the 2030 Agenda for Sustainable Development a unique opportunity to strengthen and to boost sustainable development at all levels: global, regional, national, and subnational. It therefore took an active role in the international process from 2013 to 2015 to draw up the universal Sustainable Development Goals (SDGs), the means of implementation and financing framework (Addis Ababa Action Agenda), as well as an effective follow-up and review system. Other Swiss key concerns in the negotiation process were, and will remain for the future, that the new goals integrate the social, economic and environmental dimensions in a balanced manner and take account of the interlinkages between them.

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ESG Magazine: Investors move to governance checkmate ESG Magazine Jul 2016
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Summary

In this issue, close attention is paid to the 2016 proxy voting season. With levels of voting by long-term investors on the rise, issues such as climate resolutions, gender equality and environmentally friendly infrastructure are gaining more attention amongst shareholders.

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Green Finance for Developing Countries UNEP Jul 2016
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Summary

This report outlines concerns and needs of developing countries in relation to green finance. In particular the report focuses on the particular challenges faced by developing countries due to their underdeveloped financial systems.

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The Business Value of Impact Measurement Global Impact Investing Network (GIIN) Aug 2016
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Summary

This report highlights the connection between measuring the social and environmental performance of impact investments and the application of these data to generate business value for investors and investees. 30 practitioners were interviewed for this report who provided detailed insights into how they maximize impact based on social and environmental KPIs.

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Swiss Finance Institute White Paper – Sustainable Finance in Switzerland: Where do we stand? Swiss Finance Institute Sep 2016
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Summary

In this White Paper, the authors take stock of sustainable finance in Switzerland. They characterize potential drivers of sustainability and also discuss business interests and challenges related to incorporating sustainability considerations into the activities of Swiss financial sector players. Their analysis suggests that, apart from a range of specialized institutions and initiatives, the Swiss financial sector as a whole is currently not an international leader in terms of sustainable finance. An important implication of their study is that more high-level endorsement, leadership, and decisive action by all the major players of the Swiss financial sector is needed in order to strengthen Switzerland’s international position in the sustainable finance world.

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Development Co-operation Report 2016: The Sustainable Development Goals and Business Opportunities OECD Sep 2016
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Summary

There is an urgent need to mobilise unprecedented resources to achieve the ambitious Sustainable Development Goals (SDGs). The private sector can be a powerful promoter of sustainable development. Companies provide jobs, infrastructure, innovation and social services, among others. Increasingly, investments in developing countries – even in the least developed countries – are seen as business opportunities, despite the risks involved. The public sector can leverage the private sector contribution, helping to manage risk and providing insights into effective policy and practice. The Development Co-operation Report 2016 explores the potential and challenges of investing in developing countries, in particular through social impact investment, blended finance and foreign direct investment.

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Adapting portfolios to climate change – Implications and strategies for all investors BlackRock Investment Institute Sep 2016
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Summary

This BlackRock study details how investors can mitigate climate risks, exploit opportunities or have a positive impact. They conclude that climate-aware investing is possible without compromising on traditional goals of maximizing investment returns

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2016 Report on Progress Sustainable Stock Exchanges Initiative Sep 2016
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Summary

This report provides a picture of sustainability initiatives implemented by stock exchanges and regulatory bodies around the world. It seeks to highlight current good practices, trends, opportunities and challenges.

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Financing Sustainable Development – Moving from momentum to transformation in a time of turmoil UNEP Sep 2016
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Summary

This report suggests 5 steps to transform tomorrow’s global financial system to include financing for sustainable development. This is in light of the 2030 Agenda for Sustainable Development and the Paris Agreement, as they are the most ambitious multilateral goals ever agreed on. The steps range from financial market reform to mobilizing technology to building capabilities, tools and standards.

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2016 Symbiotics MIV Survey Symbiotics SA Sep 2016
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Summary

This annual study aims to provide an overview on market trends and peer group analysis on microfinance offshore investments. This 10th edition, is based on December 2015 financial and social performance indicators reported by nearly all microfinance investment vehicles (MIVs). It concludes that the the 93 participating MIV’s had USD 11 billion AuM; thus nearly quintupled over the last 10 years.

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