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| wdt_ID | Resource Name | Author(s) | Publish Date | Type | Topic | Link | Description |
|---|---|---|---|---|---|---|---|
| 48 | ESRS and TNFD correspondence mapping | TNFD and EFRAG | 20/06/2024 | Report | Disclosure Nature Regulation |
https://tnfd.global/tnfd-and-efrag-publish-correspondence-mapping/ | The Taskforce on Nature-related Financial Disclosures (TNFD) and the European Financial Reporting Advisory Group (EFRAG) have jointly unveiled the TNFD-ESRS Correspondence Mapping. This resource aims to assist companies in comprehending the similarities between the European Sustainability Reporting Standards (ESRS) and the TNFD's disclosure guidelines. Patrick de Cambourg, EFRAG SRB Chair, emphasized that this mapping's release signifies a notable achievement in enhancing transparency on nature-related aspects in corporate reporting. It highlights a mutual dedication to promoting sustainable development and offering reliable data for stakeholders. |
| 49 | A wikipedia approach to impact assessments | Julian Kölbel and Bertrand Gacon | 15/04/2024 | Podcast | Impact | https://open.spotify.com/episode/64El4CrvMnR0J2YeaGccGr?si=bd66d2db7f6340c1&nd=1&dlsi=aa8d643ffe224ebe | Julian Kölbel interviews Bertrand Gacon, co-founder and CEO at Impaakt, a local assessment platform that crowdsources information from thousands of reviewers, thus smoothening the bias and personal preferences of single individuals, to measure and rate companies' impact materiality. Bertand Gacon's fundamental idea is that citizens should be the ones to decide what counts as socially responsible. |
| 50 | Voice of the Asset Owner Survey 2024: Qualitative Insights by Morningstar | Morningstar | 04/06/2024 | Report | Asset Owners | https://assets.contentstack.io/v3/assets/bltabf2a7413d5a8f05/bltec3cc8221890a8a6/6659eb0dca40f90fc86497ec/Voice-of-the-Asset-Owner-Survey-2024-Qual-Insights.pdf | This survey was developed to gain better understanding of the motivations, attitudes and challenges of institutional asset owners in the current environment. It presents insights from qualitative discussions with 13 asset owners across various institution types and sizes in North America, Europe, and Asia-Pacific. Key themes covered include investment objectives, current and future trends, regulatory impact, stakeholders, ESG integration in decisions, and views on service providers. A key finding is the growing attention to ESG factors, ranging from financial risks to impact considerations among asset owners. |
| 51 | Sustainability bridges with Helena Viñes Fiestas | Helena Viñes Fiestas and Aleksandra Palinska | 12/06/2024 | Podcast | Regulation | https://open.spotify.com/episode/4AVPxsgwHsNtJFjkfSkqO0?si=Dr8D3d0PQPm4ZSUgHHg5yQ&nd=1&dlsi=2570de34ac254e74 | The discussion between Helena Viñes Fiestas, Chair of the EU Platform on Sustainable Finance, and Aleksandra Palinska, Eurosif’s Executive Director, revolves around the EU Taxonomy and the latest and future work of the Platform. They look ahead to the future development of the EU Taxonomy, including the political viability of extending the framework to incorporate significantly harmful economic activities and the possibility of creating a social taxonomy. Helena shares her insights on the latest data on the application and implementation of the EU Taxonomy and provides recommendations for the future EU Sustainable Finance Framework. |
| 52 | World Bank's Trends in Allocation and Impact Reporting 2024 | The World Bank | 30/06/2024 | Report | Fixed Income Impact Reporting |
https://thedocs.worldbank.org/en/doc/36af24ff017006fb7d59eac2ecd8327f-0340012024/original/World-Bank-Treasury-Trends-in-Allocation-and-Impact-Reporting-2024.pdf | The World Bank’s Sustainable Finance and ESG Advisory Services Program found that emerging market sovereign issuers are publishing allocation and impact reports for GSS bonds but need to make improvements to meet investor expectations. The report, based on analysis of GSS bond reports and surveys of public debt offices and investors, identifies best practices and provides insights. Post-issuance reporting on the use of proceeds allocated to environmental and social projects and their expected impact is one of the core components of these principles. Jorge Familiar, Vice President and Treasurer of the World Bank, highlighted that the insights provide valuable guidance for issuers aiming to improve their reporting and attract investors interested in the positive social and environmental impacts of financed projects. |
| 53 | The challenges of Impact Performance Reporting | Rosl Veltmeijer; Mike McCreless and Rebecca Spohrer | 23/04/2024 | Podcast | Impact Reporting |
https://open.spotify.com/episode/1fgeKJNgZZv4dqaMHWtjg5?si=CeMP2iVkROGvvvWS1A-dCg&nd=1&dlsi=8c5a253b80b94623 | Rosl Veltmeijer discusses the challenges of impact performance reporting with Mike McCreless, Executive Director at Impact Frontiers, and Rebecca Spohrer, Impact Manager at Triodos Investment Management. Reporting on impact is a much-debated topic within the impact investing industry. To create a common ground for impact reporting, Impact Frontiers, under Mike McCreless's leadership, developed a set of impact reporting norms based on a public consultation. Together with Rebecca Spohrer, Rosl Veltmeijer explores these norms, their development, and the general challenges and pitfalls of impact reporting. |
| 54 | ESG Metrics Convergence Is Critical to Market Transparency | Laura Callaghan | 21/06/2024 | Podcast | Data Disclosure Regulation |
https://www.paulellisconsulting.com/episode/esg-metrics-convergence-is-critical-to-market-transparency/ | The harmonization of ESG frameworks and metrics across industries and regions has become critical in today’s market landscape. Investors and asset managers need quality, comparable data across companies, industries, and indexes. In this episode of the Sustainable Finance Podcast, Laura Callaghan, Associate Director of ESG Services at Novata, delves into the ESG convergence initiatives and frameworks essential for market transparency and discusses the barriers to achieving this convergence. |
| 55 | UNEPFI's Climate Mitigation Journey Report | UNEPFI | 01/05/2024 | Report | Climate | https://www.unepfi.org/industries/banking/climate-mitigation-journey/ | The United Nations Environment Programme Finance Initiative (UNEP FI)'s Climate Mitigation Journey Report (CMJ) is a manual designed to help banks align with the Paris Agreement's 1.5°C target and achieve net zero commitments. The CMJ introduces a shared language for banking climate mitigation by outlining three core business capability blocks: Core Climate Capabilities, Commitment & Targets Capabilities and Implementation Capabilities. It also provides clear mapping of resources, standards, methodologies, and key stakeholders for each capability block, and addresses regional considerations with key factors for UNEP FI member banks on the path to net zero. The CMJ focuses on capabilities rather than a rigid step-by-step journey, allowing for flexibility and adaptation to evolving standards and methodologies. |
| 56 | How AI could solve the data challenge for climate nature and the energy transition |
S&P Global | 17/05/2024 | Podcast | AI Climate Data Energy Nature |
https://www.spglobal.com/esg/podcasts/how-ai-could-solve-the-data-challenge-for-climate-nature-and-the-energy-transition | This podcast covers main themes discussed at the S&P Global Sustainable1 Summit (London, May 8th) namely data challenges in climate, nature, and energy transition; the role of technology and AI in addressing these challenges and sustaining growth in emerging markets while accelerating the transition. |
| 57 | Sustainable and responsible investment in central banks’ portfolio management – Practices and recommendations | NGFS | 16/05/2024 | Report | Climate Fixed Income |
https://www.ngfs.net/en/sustainable-and-responsible-investment-central-banks-portfolio-management-practices-and | The Network for Greening the Financial System (NGFS) released a cover report and two technical documents on Sustainable and Responsible Investing (SRI) in managing Central Banks' non-monetary policy portfolios. The documents provide an in-depth analysis of incorporating climate change-related issues into corporate and sovereign debt portfolios and offer recommendations to help central banks enhance their understanding and implementation of SRI practices. The NGFS encourages central banks and supervisors worldwide to set an example by integrating sustainability considerations into their portfolio management, in line with their primary mandates. |
| 58 | Aligning sustainability standards across jurisdictions | Sue Lloyd | 10/05/2024 | Podcast | Disclosure Reporting Standards |
https://www.spglobal.com/esg/podcasts/issb-vice-chair-sue-lloyd-talks-aligning-sustainability-standards-across-jurisdictions | ISSB Vice Chair Sue Lloyd discusses the alignment of sustainability standards across jurisdictions. She provides an overview of the global uptake of ISSB's standards and their plans for 2024, emphasizing inclusivity and global relevance. |
| 59 | Accountability for Nature: Comparison of Nature-Related Assessment and Disclosure Frameworks and Standards | UNEP and WCMC | 01/01/2024 | Report | Disclosure Nature |
https://www.unepfi.org/wordpress/wp-content/uploads/2024/01/Accountability-for-Nature.pdf | The report, co-authored by UNEP-WCMC and the United Nations Environment Programme Finance Initiative (UNEP FI), compares 7 leading nature-related assessment and disclosure approaches. It delves into emerging trends regarding environmental concepts, the intricate relationship between business, finance, and nature, and the implications for disclosure. Aimed at financial institutions and businesses, it provides valuable insights for those preparing to integrate nature-related evaluation and disclosure methods. |
| 60 | Financing for sustainable development report: Financing for Development at a Crossroads | UN DESA | 04/04/2024 | Report | SDGs | https://financing.desa.un.org/iatf/report/financing-sustainable-development-report-2024 | The United Nations Department of Economic and Social Affairs' latest Financing for Sustainable Development Report provides insights into addressing the financing shortfall for sustainable development, aiming to accomplish the Global Goals. The financial disparity persists, as developing nations typically pay roughly double the interest rate on their sovereign debt compared to developed countries. Many nations face challenges accessing affordable finance and grapple with debt distress. |
| 61 | The state of blended finance, restoring forests and carbon market credibility, and investing endowments for DEI | Brian Walsh and David Bank | 03/05/2024 | Podcast | Blended Finance Climate Gender |
https://podcasters.spotify.com/pod/show/impact-alpha/episodes/The-state-of-blended-finance--restoring-forests-and-carbon-market-credibility--and-investing-endowments-for-DEI-e2j6f6s | Brian Walsh and David Bank from ImpactAlpha dive into some of the most compelling impact-investing stories of the week including the current landscape of blended finance, initiatives to restore forests and bolster carbon market credibility, and the importance of applying a Diversity, Equity, and Inclusion lens to nonprofit endowment investing. |
| 62 | Achievements of the CSRD and ESRS | Sven Gentner and Aleksandra Palinska (Eurosif) | 23/04/2024 | Podcast | Disclosure Regulation Reporting Standards |
https://podcasters.spotify.com/pod/show/eurosif/episodes/Episode-21---Conversation-with-Sven-Gentner-e2iomkm | Sven Gentner, Head of Unit Corporate Audit, Reporting, and Credit Rating Agencies, and Aleksandra Palinska, Eurosif's Executive Director discuss the achievements of the CSRD and ESRS, as well as how the requirements for these frameworks will coordinate with other EU regulations. They also share insights on the interoperability of sustainability reporting between EU and wider international standards like ISSB. |
| 63 | Model-based financial regulations impair the transition to net-zero carbon emission | Gasparini M.; Ives M.; Carr B.; Fry S.; Beinhocker E. | 02/04/2024 | Report | Climate Fixed Income Transition |
https://www.nature.com/articles/s41558-024-01972-w | This analysis of European Banking Authority data reveals a bias namely that low-carbon sectors face nearly double the loan loss provisions compared to high-carbon sectors. These insights raise important questions about the unintended consequences of existing financial regulations, particularly on the ability of banks to finance green investments. It underscores the urgent need for a recalibration of financial frameworks to better align with sustainability goals. |
| 64 | What companies are doing to address the plastic pollution problem | S&P Global | 19/04/2024 | Podcast | Pollution | https://www.spglobal.com/esg/podcasts/what-companies-are-doing-to-address-the-plastic-pollution-problem | Dow, one of the world’s largest chemical and plastic production companies explains about their approach to tackling pollution and waste and how they navigate the growing demand for plastic while addressing environmental concerns. |
| 65 | Should We Get Rid of ESG? | Garen Markarian (E4S - Perspectives) | 03/04/2024 | Podcast | ESG | https://podcasters.spotify.com/pod/show/enterpriseforsociety/episodes/Should-We-Get-Rid-of-ESG---Garen-Markarian-UNIL-HEC-e2htkrc | Garen Markarian, Professor of Accounting at the University of Lausanne, takes a bold stance on the ESG framework, arguing that it may be doing more harm than good. |
| 66 | Climate change - the sting is in the tail | Trust, S., Bettis, O., Saye, L., Bedenham, G., Lenton, T., Abrams, J., Kemp, L. (University of Exeter) | 14/03/2024 | Report | Climate Risk |
https://actuaries.org.uk/media/g1qevrfa/climate-scorpion.pdf | The Institute and Faculty of Actuaries' recent groundbreaking climate risk report, produced in collaboration with the University of Exeter, delves into how 'planetary solvency' and actuarial expertise shed light on pressing questions such as the possible underestimation of the Earth's sensitivity to greenhouse gases and offers strategies to address climate change and its consequences. |
| 67 | Is engagement living up to its promise? | PGIM | 21/03/2024 | Report | Stewardship | https://www.pgim.com/esg/great-expectations-engagement-living-its-promise?utm_medium=Social&utm_source=LI&utm_campaign=ESGEngagement&utm_term=Organic&utm_content=2024-03-21 | PGIM's new paper delves into how engagement can drive real-world outcomes and discusses whether 'engagement washing' is the next challenge for ESG in asset management. It also explores how asset managers can authentically deliver impactful sustainability outcomes. |
| 68 | OECD report on Sustainability-Linked Bonds | OECD | 11/03/2024 | Report | SDGs | https://www.oecd.org/en/topics/development-co-operation.html | The latest OECD report underscores the critical need to mobilize private investments, especially in developing countries, to close the USD 3.9 trillion annual SDG financing gap. It identifies key bottlenecks and offers policy recommendations for donor support, emphasizing collaboration between investors, innovators, and policymakers to drive meaningful progress toward the SDGs. |
| 69 | The intricacies of sustainability in the food industry | Helee Lev; Ryan Nelson and Maisie Ganzler | 25/03/2024 | Podcast | Agriculture & Food | https://lnkd.in/etZFd2H3 | Helee Lev and Ryan Nelson discuss with Maisie Ganzler, Chief Strategy & Brand Officer of Bon Appétit Management Company on driving positive change and sustainability in the food industry. Maisie shares her personal experiences as well as her views on combating greenwashing, and effective communication strategies for sustainability efforts. |
| 70 | A Compendium of Market Practices. | The EU Platform on Sustainable Finance | 29/01/2024 | Report | Regulation Standards |
https://finance.ec.europa.eu/document/download/ff44591e-9d83-4027-a079-f3fe23bbaf41_en?filename=240129-sf-platform-report-market-practices-compendium-report_en.pdf | The Platform on Sustainable Finance, advising the European Commission, has released a report on the EU taxonomy and other sustainable finance tools, such as the European Green Bond Standard, across seven key stakeholder groups. The findings showcase how these frameworks shape strategies, transactions, and sustainability reporting across various sectors. |
| 71 | Is ESG just greenwashing? | Gaia Melloni | 03/04/2024 | Podcast | ESG | https://podcasters.spotify.com/pod/show/enterpriseforsociety/episodes/Is-ESG-Just-Greenwashing---Gaia-Melloni-UNIL-HEC-e2htkmc | Gaia Melloni, Assistant Professor of Sustainability Accounting at the University of Lausanne, delves into the complexities of greenwashing within ESG reports and explains about common techniques companies use to influence perceptions. |
| 72 | The AI Revolution Comes to ESG | Sustainalytics | 18/03/2024 | Podcast | AI ESG Risk |
https://www.sustainalytics.com/esg-research/resource/podcasts/esg-in-conversation--ai-revolution-comes-to-esg | This episode by Sustainalytics discusses how AI Technology is Revolutionizing ESG Assessments and provides insights into ESG risks within global supply chains. It also uncovers investor frameworks for evaluating supply chain-related risks and explores strategies to enhance portfolio performance and minimize losses. |
| 73 | From Asset to Portfolio Management | The IIGC | 15/02/2024 | Report | Climate Transition |
https://www.iigcc.org/hubfs/2024%20resources%20uploads/CBD%20methodology_February2024.pdf | The Institutional Investors Group on Climate Change (IIGCC) recently published a report that delves into Cumulative Benchmark Divergence. This new way of assessing corporate climate targets will help investors identify transition risks in their assets and portfolios. By using CBD alongside other methods, investors can better understand if companies' plans to reduce emissions are on track. |
| 74 | Conversations with Paul Tang | Paul Tang and Aleksandra Palinska (Eurosif) | 27/02/2024 | Podcast | Climate Regulation Standards Transition |
https://podcasters.spotify.com/pod/show/eurosif/episodes/Episode-20---Conversation-with-Paul-Tang-e2gb601 | Paul Tang, a senior member of the European Parliament, and Aleksandra Palinska, Eurosif's Executive Director dive into the review of the SFDR, the transition perspective of the European Green Bond Standard, and reflect on the current state and future of EU sustainable finance. |
| 75 | Women on boards and beyong | Linda Eling Lee (MSCI) | 08/03/2024 | Podcast | Gender | https://www.msci.com/www/esg-now/women-on-boards-and-beyond/04461887033 | Linda Eling Lee from MSCI Sustainability Institute talks about gender board diversity and the compilation of gender diversity reports since 2009 and why this emains relevant in 2024. |
| 76 | IEMA's Guide to Climate-Related Financial Disclosures. | IEMA and the Institute and Faculty of Actuaries | 19/02/2024 | Report | Disclosure Standards |
https://s3.eu-west-2.amazonaws.com/iema.net/documents/IEMA_User_guide_to_climate_related_financial_disclosures_2024-edition.pdf | IEMA and the Institute and Faculty of Actuaries have released an updated user guide to support the understanding and use of climate-related disclosures. The guide also covers the new and additional requirements of the IFRS Standards. |
| 77 | Sustainalytics' ESG in Conversation featuring Thomas Kuh |
Thomas Kuh and Melissa Chase | 01/02/2024 | Podcast | Asset Owners | https://www.sustainalytics.com/esg-research/resource/podcasts/esg-in-conversation--asset-owners-share-their-views-on-the-changing-investment-landscape | Thomas Kuh, Head of ESG Strategy at Morningstar Indexes, is hosted by Melissa Chase, Senior Content Marketing Manager at Morningstar, as they explore insights from Morningstar Indexes and Morningstar Sustainalytics’ Voice of the Asset Owner Survey. They discuss why asset owners are doubling down on sustainability efforts despite challenges like changing regulations and market uncertainties. They also offer insights into new sustainability-focused regulations kicking off in 2024. |
| 78 | PRI’s 2030 EU Policy Roadmap | The Principles for Responsible Investment' | 05/03/2024 | Report | Asset Owners Regulation Transition |
https://www.unpri.org/eu-policy/pris-2030-eu-policy-roadmap/12165.article#:~:text=The%20PRI%27s%20new%20EU%20Policy,investment%20for%20the%20economic%20transition | The Principles for Responsible Investment's new Policy Roadmap offers vital insights on accelerating private investment for the economic transition. From rewarding responsible investment to achieving equitable societies, this roadmap outlines transformative policy recommendations for the future. |
| 79 | How one of the world’s largest food companies is rethinking supply chains | Kevin Rabinovitch | 16/02/2024 | Podcast | Agriculture & Food Climate |
https://www.spglobal.com/esg/podcasts/how-one-of-world-s-largest-food-companies-is-rethinking-supply-chains | Kevin Rabinovitch from Mars shares how the company is revolutionizing supply chains to combat climate change and sustainability risks. |
| 80 | UN Sustainability-Related Financial Disclosures Toolkit | The UN SSE | 16/01/2024 | Report | Climate Disclosure Standards Transition |
https://sseinitiative.org/disclosure-toolkit | The UN SSE (Social Solidarity Economy) Initiative has launched a toolkit to support the implementation of new sustainability disclosure standards by the IFRS Foundation. This toolkit includes Model Guidance, reviewed by the IFRS International Sustainability Standards Board, to aid exchanges in providing voluntary guidance on the new global baseline standards. It also offers training tools, such as Transition Plans and Climate Metrics, essential for navigating the complexities of sustainability-related financial disclosures. |
| 101 | Seeking innovative financing solutions to big sustainability challenge | S&P Global | 14/02/2024 | Podcast | Agriculture & Food Blended Finance Climate |
https://www.spglobal.com/esg/podcasts/breaking-down-silos-seeking-innovative-financing-solutions-to-big-sustainability-challenges | The ESG Insider's latest podcast explores the power of collaboration in tackling sustainability challenges.Elizabeth Yee, Executive Vice President of Programs at the Rockefeller Foundation explains how major philanthropic organizations are partnering worldwide to finance solutions for climate change and food systems transformation. |
| 102 | International Capital Market Association's Latest Report on Transition Finance in the Debt Capital Market | The ICMA | 08/03/2024 | Report | Climate Risk Transition |
https://www.icmagroup.org/assets/Transition-Finance-in-the-Debt-Capital-Market-paper-ICMA-14022024.pdf | The report reveals the advantages of transition plans by providing a strategic context for assessing issuer-level transition and sustainability commitments. It helps mitigate controversy surrounding carbon lock-in risks in projects and investments. Moreover, transition plans strengthen sustainability-linked bond target setting and KPI selection, offering valuable context for target evaluation. These insights play a crucial role for companies navigating sustainability transitions. |
| 103 | A field experiment on the impact of index provider engagement! | Florian Hebb and Julian Kölbel | 01/02/2024 | Report | Climate Stewardship |
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4711873 | Florian Heeb and Julian Kölbel conducted a pre-registered study to assess the impact of index provider engagement on international companies' climate commitments. The study involved 1227 global companies, with 300 randomly selected companies receiving engagement letters prompting them to commit to science-based climate targets. The results showed that firms in the treatment group were significantly more likely to commit to an SBTi target within one year (21% in the treatment group vs. 15.7% in the control group). This study highlights the crucial role of financial institutions in influencing corporate climate policies. By blending feasible requests with credible threats, this approach sets the stage for substantial and meaningful change in sustainability practices. |
| 104 | How the insurance industry is tackling the intertwined challenges of climate change and biodiversity loss. | Rebekah Clement (S&P Global) | 02/02/2024 | Podcast | Climate Nature Risk |
https://www.spglobal.com/esg/podcasts/how-the-insurance-industry-is-seeking-solutions-to-climate-change-and-nature-loss | Rebekah Clement from Lloyd’s of London highlights the importance of addressing climate change and biodiversity loss comprehensively. Furthermore, Regula Hess of WWF Switzerland and Marcel Meyer from Deloitte discuss strategies to address climate and biodiversity risks. |
| 105 | Nature was front and center on the Davos agenda | S&P Global | 26/01/2024 | Podcast | Agriculture & Food Climate Nature Risk |
https://www.spglobal.com/esg/podcasts/nature-was-front-and-center-on-the-davos-agenda-here-s-why | The podcast hihglights that biodiversity loss, ecosystem collapse, and resource shortages are top global risks, according to the WEF Global Risks Report. Akanksha Khatri, Head of Nature and Biodiversity at WEF, discusses the business case for nature at an individual unit level. Furthermore, Sarah Chapman, Chief Sustainability Officer at Manulife, and Erika Thompson, the beekeeper (@texasbeeworks), sheds light on the importance of bees in biodiversity and food systems. |
| 106 | E4S White Paper "To Regulate or not to Regulate" | E4S - Perspectives | 31/01/2024 | Report | Regulation Standards |
https://e4s.center/wp-content/uploads/2024/02/Regulate-or-not-regulate-sustainable-finance-in-Switzerland-Market-insights-and-Swiss-leadership-ambition.pdf?utm_source=linkedin&utm_medium=socialmedia&utm_campaign=sustainable%20finance | E4S's new White Paper from their series on Sustainable Finance Regulation highligts that regulators are enhancing rules to increase transparency and align investor preferences with portfolios. The study shares results of formal interviews with key market actors which highlight challenges, progress, and the need for harmonization. |
| 107 | Exploring How ESG and stewardship drive investment value | Yolanda Courtines and Thomas Mucha (Wellington) | 09/03/2024 | Podcast | ESG Stewardship |
https://www.wellington.com/en/wellsaid-the-wellington-management-podcast/episodes.episode/how-esg-and-stewardship-drive-investment-value | Portfolio Manager Yolanda Courtines in a conversation with host Thomas Mucha as they navigate the world of stewardship investing and its vital connection to Environmental, Social, and Governance (ESG) considerations. Yolanda discusses the impact of ESG on investment value, the role of stewardship in influencing returns, and the intersection of responsible investing with the current geopolitical landscape. Don't miss this insightful exploration into stewardship investing and its profound implications. |
| 108 | GIIN's Holistic portfolio construction with an impact lens: a vital approach for institutional asset owners in a changing world | GIIN | 19/12/2023 | Report | Impact | https://thegiin.org/publication/research/holistic-portfolio-construction-with-an-impact-lens-a-vital-approach-for-institutional-asset-owners-in-a-changing-world/ | GIIN's Holistic portfolio construction with an impact lens: a vital approach for institutional asset owners in a changing world Explore how institutional asset owners (IAOs) are navigating the complexities of climate change and social inequality with a new approach to portfolio construction. The Global Impact Investing Network's latest report provides practical guidance on integrating an impact lens into investment strategies, ensuring both financial returns and positive societal outcomes. |
| 109 | Carbon Credits in 2024 | Guy Turner (MSCI) | 12/01/2024 | Podcast | Climate | https://www.msci.com/www/esg-now/carbon-credits-in-2024/04318869356 | Guy Turner, the head of carbon markets at MSCI, explains how carbon markets faired in 2023 and what they might look like in 2024. He discusses the evolving landscape of carbon credit assessment methodologies and the crucial role they play in our global decarbonization efforts. |
| 110 | 2024 Sustainability Trends | Marina from Schroders | 12/01/2024 | Podcast | Climate | https://podcasts.apple.com/us/podcast/2024-trends-that-sustainability-leaders-are-watching/id1475521006?i=1000641488256 | Marina, Head of Sustainability North America at Schroders, sheds light on the transition from climate commitments to practical implementation, emphasizing the crucial role of responsible portfolio management and Aniket Shah, Managing Director at Jefferies Group, discusses the evolving landscape of sustainability investments. According to her, ESG may no longer remain a separate segment within the financial community, but the underlying issues have never been more important. |
| 111 | GRI 101: Biodiversity 2024 | GRI | 25/01/2024 | Report | Disclosure Nature Reporting Standards |
https://www.globalreporting.org/standards/standards-development/topic-standard-project-for-biodiversity/ | GRI 101: Biodiversity 2024 is a comprehensive update replacing GRI 304: Biodiversity 2016 alligning with the ambitious goals of the Kunming-Montreal Global Biodiversity Framework. he decline in biodiversity poses a severe threat to both the environment and humanity, exacerbating climate change. To address this, GRI 101 aligns with the 'post-2020 Global Biodiversity Framework' adopted by the United Nations Convention on Biological Diversity. This standard aims to guide governments and companies in demonstrating accountability for biodiversity conservation. It assists organizations in understanding the decisions leading to biodiversity loss, identifying impacts within value chains, and offering effective management strategies. |
| 112 | Impact Linked Compensation Project | Impactlinked | 08/01/2024 | Report | Asset Owners Impact |
https://impactlinked.co/ | The report serves as a comprehensive guide exploring fund structures, portfolio dynamics, and relationships with asset owners. It offers valuable insights through an Intentional Design Framework, highlighting key considerations in shaping ILC structure design and management. The inclusion of over 100 real-world case studies showcases diverse design possibilities from industry leaders. Furthermore, forward-thinking insights provide future-focused questions for LPs, GPs, and the sector, aiding in navigating the evolving landscape of impact-linked compensation. |
| 113 | Definitions for Responsible Investment Approaches | The PRI CFA Institute and the Global Sustainable Investment Alliance |
01/11/2023 | Report | ESG Impact Standards |
https://www.gsi-alliance.org/wp-content/uploads/2023/10/ESG-Terminology-Report_Online.pdf | The PRI, CFA Institute, and Global Sustainable Investment Alliance have collaborated to standardize terminology, promoting clear and consistent communication in the industry. The terminologies provided will enable investors to communicate their responsible investment practices accurately, succinctly, and consistently. The release of these definitions as a public good aims to create a solid foundation for the professionalization of responsible investment. |
| 114 | The Private Asset Impact Fund Report 2023 | Tameo | 09/01/2024 | Report | Data Impact |
https://tameo.solutions/private-asset-impact-fund-report#report-download | Tameo’s 4th annual publication, provides a comprehensive overview of nearly 200 funds. It delves into their financial and impact indicators, offering invaluable insights into the world of impact investing. |
| 115 | 2024's Impact Investing Landscape by Impact Investor! | The Impact Investor Guide | 22/11/2023 | Report | Impact Regulation Reporting SDGs |
https://impact-investor.com/guide-2024/ | The Impact Investor Guide 2024 decodes regulatory updates, explores advancements in impact measurement, and addresses the ongoing funding gap for UN Sustainable Development Goals. This comprehensive report analyzes impact funds across various asset classes and geographies, offering valuable insights from industry leaders like Sir Ronald Cohen and Amit Bouri. It explains how impact funds achieve a delicate balance between social and environmental impact while delivering financial returns. |
| 116 | Sustainability and climate trends to watch in 2024 | MSCI | 15/12/2023 | Podcast | AI Climate Transition |
https://www.msci.com/www/esg-now/the-sustainability-and-climate/04264438993 | This podcast unravels the sustainability and climate trends of 2024, including the potential impacts of extreme heat, the delicate balance of AI in data privacy, and the pivotal role of private capital in driving the climate transition. |
| 117 | New EU Regulation on Green Bonds | The European Parliament | 09/01/2024 | Report | Disclosure Fixed Income Regulation |
https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=OJ:L_202302631 | The European Parliament and the Council have introduced Regulation (EU) 2023/2631 on European Green Bonds, incorporating optional disclosures for bonds marketed as environmentally sustainable and sustainability-linked. Green bonds are pivotal in financing assets crucial to the low-carbon transition, and this regulation establishes an official green bond standard within the EU, aligning with recommendations from the Commission’s High-Level Expert Group on Sustainable Finance's 2020 final report. Key highlights include uniform requirements for issuers using the designations 'European Green Bond' or 'EuGB,' a system to register and supervise external reviewers of these bonds, and optional disclosure templates for bonds marketed as environmentally sustainable and sustainability-linked within the Union. |
| 118 | How to triple renewables by 2030 | Jenny Chase (Bloomberg) | 04/12/2023 | Podcast | Climate Energy |
https://podcasts.apple.com/ch/podcast/zero-the-climate-race/id1621556928?i=1000637250396 | In this episode, Jenny Chase from BloombergNEF and Akshat dive into the intricate details of COP28's ambitious goal to triple renewables. They explore the areas where additional investments are crucial and emphasize that decarbonizing energy is just the beginning. This discussion sheds light on the challenges and opportunities that lie ahead in our journey towards a sustainable future. |
| 119 | FC4S Gender Finance Booklet | Financial Centres for Sustainability (FC4S) | 04/12/2023 | Report | Gender | https://fc4s.org/publication/fc4s-gender-finance-booklet/ | This report supports the FC4S Network Gender Finance Charter, which sets out ten principles to build an inclusive financial ecosystem that incorporates gender considerations into all aspects of decision-making, from investments to operations, strategies and management, products, services, and customer engagement. This document provides guidance on practical actions to implement the ten principles in The Charter. It builds on global best and emerging practices and is intended for FC4S members of all sizes and structures across all regions. |
| 120 | ISSB Sets New Standards for Sustainability Reporting | The ISSB | 24/11/2023 | Podcast | Climate Reporting Standards |
https://podcasts.apple.com/ca/podcast/esg-in-conversation/id1437861617?i=1000636428864 | Speakers discuss the ever-evolving landscape of sustainability reporting, exploring the crucial intersection of business, environment, and investment. They discuss the upcoming greenhouse gas (GHG) reporting requirements facing North American companies, illuminate the EU’s Fit for 55 package and its implications for regional businesses, and decode the recently published standards from the International Sustainability Standards Board (ISSB) – marking a significant shift for both companies and investors. |
| 121 | United Nations Sustainable Stock Exchanges Initiative Market Monitor on Modern Slavery. | The UN SSE | 27/11/2023 | Report | Human Rights | https://sseinitiative.org/sites/sseinitiative/files/publications-files/sse-fast-walkfree-modern-slavery-2023.pdf | This report examines 70 exchange ESG guidances, revealing the current landscape of modern slavery-related discourse. Highlights include findings that over two-thirds of exchanges incorporate at least one reference to modern slavery, with 59 exchanges addressing the topic of decent work, and 36 and 30 exchanges covering supply chain and remedy topics, respectively. While exchange guidance on disclosing modern slavery issues is becoming more widespread as a market practice, the extent of coverage varies across different exchanges and jurisdictions. Notably, the Stock Exchange of Thailand has pioneered dedicated modern slavery disclosure guidance for its issuers, setting a notable precedent in this area. |
| 122 | Steering Pension Funds towards Impact. | Tara Mei Smith and Marcela Pinilla | 17/11/2023 | Podcast | Asset Owners | https://podcasts.apple.com/us/podcast/steering-pension-funds-toward-impact-with-tara-mei/id1074392398?i=1000635126891 | Tara Mei Smith from the Office of NYC Comptroller and Marcela Pinilla from Zevin Asset Management engage in a compelling discussion on effecting change within pension funds. They share their journeys, offering insights into the challenges and triumphs that have shaped their experiences in the finance world. |
| 123 | Climate Mitigation Strategies to Achieve Net Zero Emissions. | Sean Kidney | 12/11/2023 | Podcast | Climate Fixed Income |
https://www.paulellisconsulting.com/episode/climate-mitigation-strategies-to-achieve-net-zero-emissions/ | Sean Kidney, CEO at Climate Bonds Initiative gives an update on how companies are using the five Hallmarks that Climate Bonds Initiative has identified and what climate mitigation action investors and their financial advisors can expect from companies in various sectors of the global economy between now and 2030. He also covers what choices investors can make to support companies in achieving their Net Zero near-term objectives. |
| 124 | Navigating the Future of Sustainable Investing | Morgan Stanley | 13/10/2023 | Report | Data Disclosure ESG |
https://www.morganstanley.com/assets/pdfs/Navigating_the_Next_Decade-10_Demand_Signals_for_the_Next_10_Years_of_Sustainable_Finance.pdf | This report from Morgan Stanley's Institute for Sustainable Investing, sheds light on the evolving landscape of sustainable finance over the past decade and the crucial decade ahead. It concludes that acceleration of sustainable finance is crucial and ten demand signals include specific ESG data, nature-positive investments, and the demand for qualified talent. Furthermore, the report stresses the importance of cross-sector collaboration for transformative solutions. |
| 125 | What to expect from COP 28 | S&P Global | 10/11/2023 | Podcast | Climate | https://www.spglobal.com/esg/podcasts/what-to-expect-from-cop28-the-un-s-big-climate-change-conference | This ESG Insider podcast previews COP28, the annual UN climate summit in Dubai starting Nov. 30. Saugata Saha, President of S&P Global Commodity Insights, discusses the inaugural global stocktake to assess progress on Paris Agreement goals. Former Ambassador Dan Feldman, now Co-Chair of ESG and Business & Human Rights at Covington & Burling, emphasizes the crucial role of both public and private sectors in addressing climate change. |
| 126 | Unlocking Green Bonds for Sustainable Portfolio | The MDPI | 16/10/2023 | Report | Fixed Income SDGs |
https://www.mdpi.com/2071-1050/15/20/14897 | This study explores the role of green bonds in achieving Sustainable Development Goals, analyzing 102 research papers to uncover key insights. The authors highlight influential studies and advocate for expanded policy instruments, particularly benefiting small and medium enterprises in the green bond market. Their findings emphasize the necessity of strong policy support, especially for smaller businesses, to foster the expansion of green bonds. This research offers crucial insights for stakeholders, including market participants, researchers, policymakers, and decision-makers, as they navigate toward a sustainable and prosperous future. |
| 127 | Perspectives by E4S: Is infinite growth possible in an finite planet? | E4S - Perspectives | 26/10/2023 | Podcast | SDGs | https://e4s.center/perspectives/ | The podcast delves into critical societal challenges such as climate change, biodiversity loss, technological transformation, and social inequality. Professor Jean-Pierre Danthine unpacks the concept of economic growth, its profound ties to our economic system, and offers insights into fostering a thriving economy that respects the boundaries of our planet. |
| 128 | Examining the role of food in ESG discussions | Jennifer Stojkovic; Helee Lev and Ryan Nelson | 03/08/2023 | Podcast | Agriculture & Food | https://podcasts.apple.com/us/podcast/examining-the-role-of-food-in-esg-discussions/id1541877627?i=1000623325475 | Jennifer Stojkovic, Founder of the Vegan Women Summit, joins Helee Lev and Ryan Nelson to explore the often-overlooked role of food in ESG discussions. They shed light on how food plays a significant part in Sustainable Development Goals and climate goals, addressing the need for greater attention to this vital aspect of sustainability. |
| 129 | Principles for impact investment White Paper | Timo Busch Eric Pruessner and Hendrik Brosche |
24/10/2023 | Report | Impact | https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4584213 | Authored by Timo Busch, Eric Pruessner, and Hendrik Brosche, this white paper advances the development of a standard for measuring the impact of impact investments. It offers practical guidance on assessing the life cycle, scale, and tradeoffs of impact investments. The paper introduces 18 principles aimed at establishing a measurement and assessment standard, covering aspects such as determining the scale of impact for companies and methods for measuring and reporting impact across portfolios. While further work is necessary to achieve a comprehensive standard, this paper represents a significant stride toward its adoption. |
| 131 | Why is it important to have the Corporate Sustainability Due Diligence Directive embedded in EU Law? | Richard Kooloos and Aleksandra Palinska | 10/10/2023 | Podcast | Regulation | https://podcasts.apple.com/lu/podcast/episode-16-conversation-with-richard-kooloos/id1629706048?i=1000630824227 | Richard Kooloos, Global Head of Social Impact & Human Rights at the ABN AMRO Sustainability Centre of Excellence, and Aleksandra Palinska, Eurosif Executive Director, speak about the Corporate Sustainability Due Diligence Directive . Richard describes the main components of the directive, explains why it is important to have them embedded in the EU law, and clarifies how financial institutions, particularly banks, can effectively perform due diligence through value chain. As part of the discussion, Richard highlights the historical significance of the CSDDD as a watershed piece of legislation that is likely to become a global standard. He emphasises the importance of including the financial sector, including banks, in the directive’s scope and explains how banks can benefit from that. |
| 133 | How climate conversations are shifting to concrete solutions? | S&P Global | 13/10/2023 | Podcast | Climate Transition |
https://www.spglobal.com/esg/podcasts/how-climate-conversations-are-shifting-to-concrete-solutions-faster-action | This podcast delves into key themes from Climate Week NYC that will shape discussions at COP28, the UN’s upcoming climate conference in Dubai. It highlights Climate Week's emphasis on implementing rapid, tangible solutions, addresses challenges related to data availability and disclosure, and explores the profound impacts of climate change on the insurance sector. |
| 134 | Future of Finance report | Additiv | 29/08/2023 | Report | Asset Owners Wealth Management |
https://newsletter.additiv.com/hubfs/Future | Read Additiv's new report on the future of investing and the integration of sustainability measures discusses the future of wealth management through insights from 14 global industry leaders. It explores key drivers, challenges and opportunities that are shaping this dynamic industry’s evolution. |
| 135 | How to promote justice equity diversity and inclusion through investments |
Aleksandra Palinska and Lisa Hayles | 13/09/2023 | Podcast | Climate Gender Transition |
https://podcasts.apple.com/lu/podcast/episode-15-conversation-with-lisa-hayles/id1629706048?i=1000627699660 | Aleksandra Palinska and special guest, Lisa Hayles, Director of International Shareholder Advocacy at Trillium Asset Management, discuss Justice, Equity, Diversity and Inclusion (JEDI) and how to promote it through investments. Lisa elaborates on the definition of climate justice and just transition, investing through the lens of anti-racism and building diversity and inclusion from a racial and ethnic origin perspective as well as related challenges and opportunities, addressing and unpacking the challenging nature of language and framing. |
| 137 | TNFD Recommendations for nature-related risk management and disclosure. | The TNFD | 19/09/2023 | Report | Disclosure Nature Reporting Standards |
https://tnfd.global/wp-content/uploads/2023/08/Recommendations_of_the_Taskforce_on_Nature-related_Financial_Disclosures_September_2023.pdf | The Taskforce on Nature-related Financial Disclosures (TNFD) has just released Recommendations for nature-related risk management and disclosure. After two years of collaborative development and extensive testing with over 200 companies and financial institutions, these Recommendations are set to revolutionize how we view and address nature risk in the financial world. Present and future cash flows are increasingly tied to planetary health. Accelerating nature loss poses significant risks to businesses and capital providers. The TNFD Recommendations elevate nature risk to the level of financial, operational, and climate risks, redirecting investments towards nature-positive outcomes. Comprising 14 disclosures and implementation guidance, these Recommendations align with existing and emerging reporting standards, facilitating their integration into corporate practices. Companies like GSK have already committed to adopting these Recommendations, with more expected to follow suit. The TNFD is establishing an inaugural cohort of TNFD Adopters, to be announced at the World Economic Forum in Davos. This initiative, supported by 40 task force members representing over $20 trillion in assets, dovetails with the Kunming-Montreal Global Biodiversity Framework, underscoring a global commitment to addressing nature-related risks. |
| 138 | Morningstar Sustainabilitics Guide for institutional investors: Managing risks for changing climate. | Morningstar | 25/05/2023 | Report | Climate Risk |
https://connect.sustainalytics.com/hubfs/INV/Climate%20Solutions/eBook%20-%20Managing%20Risks%20for%20a%20Changing%20Climate/Managing-Risks-for-a-Changing-Climate-Sustainalytics-ebook.pdf | The Guide addresses key investment risks stemming from climate change, outlines essential actions for mitigating these risks, and highlights challenges in assessing and reporting on climate-related risks. It identifies three major categories of investment risks: Physical Climate Risk, Transition Climate Risk, and the Undervaluation of Climate Risk in the Market. Recommended actions include clearly communicating organizational commitments, utilizing the most accurate available data, conducting thorough scenario analyses, and reporting climate risks through established frameworks. The Guide also emphasizes challenges such as validating portfolio companies' net-zero commitments, navigating data collection from various company reports, and accurately estimating issuers' greenhouse gas emissions. |
| 139 | International Sustainability Standards | Sue Lloyd | 08/09/2023 | Podcast | Disclosure Reporting Standards |
https://podcasts.apple.com/us/podcast/talking-international-sustainability-standards-with/id1475521006?i=1000627224407 | Investors and stakeholders globally have advocated for more uniform and comparable climate-related disclosures. In June 2023, the International Sustainability Standards Board (ISSB) responded by issuing its inaugural standards. In this podcast, ISSB Vice Chair Sue Lloyd discusses these standards and their implementation across various jurisdictions worldwide. |
| 140 | Emerging trends in impact investment | GIIN | 29/08/2023 | Podcast | Impact | https://thegiin.org/ | Despite global challenges such as the climate crisis, the pandemic, and geopolitical tensions, impact investors remain steadfast in their commitment to increasing investments in emerging markets and the energy sector. Research by the Global Impact Investing Network (GIIN) shows that most investors are content with their performance despite these adversities. They are particularly focused on expanding in regions like sub-Saharan Africa, Latin America, and Southeast Asia, with a strong emphasis on sectors such as energy and climate resilience. However, there is a recognized need for improvement in impact measurement within the industry. While challenges persist, impact investors demonstrate resilience and a forward-looking approach, leveraging adaptability as a key strength in navigating the evolving landscape. |
| 141 | Is European Sustainable Finance Green | MSCI | 04/09/2023 | Podcast | Regulation | https://www.msci.com/www/esg-now/is-european-sustainable-finance/04038834849 | This podcast elucidates the impact of recent EU regulations outlining sustainability criteria on the European investment landscape. |
| 142 | Worldwide impact of CSRD | PWC | 17/08/2023 | Podcast | Disclosure Regulation Reporting |
https://podcasts.apple.com/us/podcast/audio-worldwide-impact-of-csrd-are-you-ready/id1017833470?i=1000624795083 | This podcast discusses EU sustainability reporting, covering scope, timing, CSRD reporting, and the future of sustainable reporting. |
| 144 | What to expect from SBTI's net zero standard for financial institutions | Alberto Cariillo Pinedo (S&P Global) | 11/08/2023 | Podcast | Climate Standards Transition |
https://www.spglobal.com/esg/podcasts/what-to-expect-from-sbti-s-net-zero-standard-for-financial-institutions | This podcast delves into the pivotal role of financial institutions in advancing the low-carbon transition. It examines the forthcoming net-zero standard designed specifically for financial institutions by the Science Based Targets initiative (SBTi), known for aligning decarbonization goals with scientific climate insights. SBTi's Cofounder and Chief Technical Officer, Alberto Carrillo Pineda, provides insights into what to expect from this standard and discusses the unique challenges financial institutions encounter in establishing and achieving science-based targets. |
| 145 | What should the ISBB focus next? | Heather Horn and Andreas Ohl (PwC) | 20/07/2023 | Podcast | Disclosure Reporting Standards |
https://open.spotify.com/episode/7iYAERaw50z2qZi6CsQmN3 | This podcast talks about ISSB's Agenda Consultation and epxlores the future of sustainability standards & the importance of company input with this insightful podcast. |
| 146 | Green returns: Unleashing the power of finance for sustainable food systems | The WEF and Deloitte | 25/07/2023 | Report | Agriculture & Food Climate |
https://www3.weforum.org/docs/WEF_Green_Returns_2023.pdf | This white paper, a collaboration between the World Economic Forum and Deloitte, addresses the urgent need to transform our food system by highlighting five key financial instruments. It calls on the finance community to reconsider strategies, embrace innovative financial tools, and make responsible investments to advance a greener and more equitable future. The paper lays out actionable steps to tackle climate change and harness the transformative potential of a sustainable food system, crucial for securing a sustainable planet for future generations. Currently, despite food systems contributing about one-third of global emissions, only a small fraction of climate finance—approximately 4%—is allocated to agriculture and food. Greater involvement from the financial sector can unlock the potential of both public and private investments, fostering partnerships that drive meaningful change in our food systems. |
| 147 | The art of active ownership | Julian Kölbel and Christine Chow | 25/07/2023 | Podcast | Stewardship | https://lnkd.in/emRByKrK | Julian Kölbel discusses with Christine Chow, PhD about active ownership. She elaborates on its definition, do's and dont's, and the unique insights investors can offer that companies may not be aware of. Moreover, they delve into the challenge of making the best form of active ownership visible. |
| 148 | Greenwashing in sustainable finance | The ESA | 25/07/2023 | Podcast | Disclosure ESG Risk |
https://www.aoshearman.com/en/insights/greenwashing-in-sustainable-finance-key-takeaways-from-eu-developments | The European Supervisory Authorities (ESAs) released a report on greenwashing risks in sustainable finance, defining it as misleading sustainability-related statements. The report addresses issues like inadequate disclosure and inconsistent claims, stressing the need for firms to improve methods to combat greenwashing. ESAs highlight high-risk areas such as reporting channels and ESG ratings, calling for intensified supervisory efforts and advanced technologies. Future policies may include clarifying transition finance and social taxonomy. Challenges in implementing SFDR and enhancing standardized data availability are acknowledged. The revised banking package is expected to mandate ESG risk management. ESAs urge EU and non-EU firms to adopt these insights for effective greenwashing risk mitigation in the financial sector. |
| 149 | Accelerating private market impact investing | Mark Lee; Candice Brenet; Antoine Bateman; and Micheal Eisenberg | 24/07/2023 | Podcast | Climate Impact |
https://podcasts.apple.com/nz/podcast/episode-8-accelerating-private-market-impact-investment/id1655019175?i=1000622133322 | This podcast discusses private market impact investing strategies and trends including measuring and managing impact in private market investments, engaging investors and companies to accelerate impact and integrating impact and decarbonization in investment portfolios |
| 150 | The imperative for impact management | Impact Management Platform | 27/06/2023 | Podcast | Impact | https://impactmanagementplatform.org/imperative-for-impact-management/ | The uptake of sustainability practices is increasing, but impact management on people and the environment remains narrow and fragmented. This podcast from Impact Management Platform emphasizes the need for a comprehensive approach to impact management, essential for economic and financial sustainability. A call to action is made to mainstream impact management with collective efforts from enterprises, investors, and financial institutions. |
| 151 | EU regulatory framework on sustainable finance | Aleksandra Palinska and Will Martindale | 13/07/2023 | Podcast | Regulation | https://open.spotify.com/episode/0GxfuAz91zyysI3xxPzoVa?si=8ovmsOetTLWT3PpaVcicrg&nd=1 | This podcast offers the lastest updates on the evolution of the sustainable finance regulatory framework in the EU and beyond |
| 152 | Innovative financial instruments and their potential to finance climate change adaptation in developing countries | Gouett M.; Murphy D.; Parry J. | 05/06/2023 | Report | Asset Owners ESG Risk |
Authored by Rajna Gibson Brandon and Philipp Krueger from the Centre for Economic Policy Research (CEPR), this report examines responsible investment decisions in both equity and fixed income by institutional investors. Assocring to the report institutional investors globally are increasingly integrating ESG issues into their investment processes, emphasizing responsible equity and fixed-income choices. Motivations such as long-term orientation, cultural norms, legal origins, and values drive these decisions, supported by strategies like screening, engagement, and ESG integration, while sustainability-themed investments remain niche. ESG investment strategies are found to reduce equity portfolio risk without significant impacts on risk-adjusted returns. The report discusses how responsible equity investors align their portfolios with ESG commitments, addresses concerns about greenwashing, and explores the dynamics of sustainability-linked bonds (SLBs) primarily issued in Europe. It also underscores the influence of responsible bondholders and shareholders in improving ESG policies and reducing CO2 emissions through engagement. Challenges include financial incentives favoring ESG adoption, lack of harmonization in ESG measurement and reporting standards, and discrepancies in ESG ratings impacting firms' cost of capital. Looking forward, the report poses important questions that could shape the future landscape of ESG and the role of responsible investors. | |
| 153 | Implementing net zero in listed equity portfolios | Anna Cala and Maia Becker | 04/04/2023 | Podcast | Climate | https://www.unpri.org/the-pri-podcast/implementing-net-zero-in-listed-equity-portfolios/11331.article | This podcast from Principles for Responsible Investment provides valuable insights and guidance on implementing a netzero strategy in your listed equity portfolio |
| 154 | Is sustainable finance a dangerous placebo? | Julian Köbel; Florian Heeb; Anna Vasileva and Stefano Ramelli | 22/06/2023 | Report | Regulation | https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4484166 | In this working paper, Julian Kölbel, Florian Heeb, PhD, Anna Vasileva, and Stefano Ramelli investigate whether sustainable finance initiatives might undermine support for policy-driven approaches to societal challenges in Switzerland. |
| 155 | Nature based solutions combine science and investment strategy | Paulellis Consulting | 18/06/2023 | Podcast | Nature Risk |
https://www.paulellisconsulting.com/episode/nature-based-solutions-combine-science-investment-strategy/ | This podcast episode on nature finance explores the integration of scientific insights into investment strategies. By incorporating these insights, investors not only enhance risk assessment and decision-making but also promote long-term value creation. Additionally, this approach supports sustainable investing practices, helps in adapting to changing contexts, and aligns investment decisions with stakeholder expectations. Ultimately, investors are empowered to make more informed, resilient, and socially responsible investment choices. |
| 156 | Le reporting de durability CSRD | AMF | 07/02/2024 | Report | Data Disclosure Regulation Reporting |
https://www.amf-france.org/fr/actualites-publications/dossiers-thematiques/le-reporting-de-durabilite-csrd-0 | L’Autorité des marchés financiers (AMF) – France a dernièrement publié un rapport offrant des pistes de réflexion pour préparer à mettre en oeuvre les prochaines directives européennes CSRD et ESRS. La directive européenne CSRD (Corporate Sustainability Reporting Directive) est primordiale pour les investisseurs afin de leur garantir une plus grande transparence de la durabilité de leurs investissements. Elle vise à harmoniser les reportings de durabilité des entreprises et à améliorer la disponibilité et la qualité des données publiées. Un grand nombre d’entreprises devront ainsi suivre des normes européennes de reporting de durabilité obligatoires et publier des informations détaillées sur leurs risques, opportunités et impacts matériels en lien avec les questions sociales, environnementales et de gouvernance. |
| 157 | Net zero standards for banks | IIGCC and TPI | 05/06/2023 | Report | Climate Transition |
https://www.iigcc.org/resources/net-zero-standard-for-banks?wpdmdl=7969&refresh=6479faa90d6801685715625 | Institutional Investors Group on Climate Change (IIGCC) and Transition Pathway Initiative (TPI) have unveiled the Net Zero Standard for Banks, outlining investor expectations for a transition to #NetZero. The Standard is built around the 10 areas: bank commitments; targets; exposure and emissions disclosure; emissions performance; decarbonisation strategy; climate solutions; policy engagement (lobbying); climate governance; just transition; and annual reporting and accounting disclosures. |
| 158 | EU Green Bond Standard | Nicholas Gandolfo and Aditi Bhatia | 22/06/2023 | Podcast | Fixed Income Standards |
https://www.sustainalytics.com/esg-research/resource/podcasts/what-s-happening-in-sustainable-finance--green-bond-standards-on-the-horizon-and-much-more | The podcast delves into the potential effects of the upcoming EU Green Bond Standard. It asserts that this standard is crucial for the global sustainable finance market. Although expected to set the bar, apprehensions linger about its practicality. There are concerns about ensuring compliance with all criteria and whether the standard is too inflexible in creating a framework. |
| 159 | Mapping investment Guidance for peace | Finance for Peace | 09/05/2023 | Report | Peace Risk |
https://www.financeforpeace.org/resources/mapping-investment-guidance-for-peace-2023/ | This report by Finance for Peace, explores impact, and sustainable finance principles for promoting peace and uncovers the connections between responsible investments and peace. Despite the pivotal role of responsible investments in promoting peace within fragile nations, existing peace impact frameworks fall short in ensuring peace-positive business practices. The study highlights ten crucial gaps and introduces the Peace Finance Impact Framework (PFIF) and Peace Finance Standard (PFS). These tools empower investors to contribute to peace while minimizing risk. |
| 161 | How the IIF is supporting the green transition by Next Gen Finance | Next Gen Finance | 24/06/2024 | Podcast | ESG Transition |
https://open.spotify.com/episode/5NAAbhk6SCGXH6acyaKdXN?si=voEtdzGMQrux5PT8Ts4wkQ&nd=1&dlsi=0e411ea4ad02417c | In this podcast, host Lina Apsheva talks to Sonja Gibbs, CFA, Head of Sustainable Finance at Institute of International Finance, about the workshops the IIF organizes worldwide to help facilitate the transition to a greener world economy and other ways it works to support the transition. |
| 162 | Legal Framework for Impact – Summary report | UNEP FI | 25/06/2024 | Report | Impact Regulation Standards |
https://www.unepfi.org/legal-framework-for-impact/ | The report assesses the progress of the Legal Framework for Impact, a work program created by United Nations Environment Programme Finance Initiative (UNEP FI), together with Principles for Responsible Investment and The Generation Foundation that provides a framework for the consideration of sustainability impact in investor decision-making. The report assesses the progress of the Legal Framework for Impact, a work program created by United Nations Environment Programme Finance Initiative (UNEP FI), together with Principles for Responsible Investment and The Generation Foundation that provides a framework for the consideration of sustainability impact in investor decision-making. |
| 163 | At GreenFin - a focus on the evolving role of sustainability professionals | S&P Global | 05/07/2024 | Podcast | Data Disclosure Transition |
https://open.spotify.com/episode/120HS0erioi244iF0kTHsD?si=58vuTsPCTfudydGuT8wetQ&nd=1&dlsi=a9d15d3585e84ed6 | Catch up on the GreenFin 24 conference that convened more than 1,000 professionals across four key functions: corporate finance and sustainability, financial institutions, sustainable finance and investing policymakers and institutional investors around key themes including data, disclosures, and advancing the low-carbon transition in emerging markets. |
| 164 | SEB’s The Green Bond report: Can AI support the sustainability transition? | SEB Group | 18/06/2024 | Report | AI Transition |
https://sebgroup.com/siteassets/cision/documents/2024/20240618-sebs-the-green-bond-report-can-ai-support-the-sustainability-transition-en-gb-0-3464645-4851806.pdf | This report both features an update on the sustainable finance market and a deep dive on the role of artificial intelligence in accelerating the transition towards a net-zero economy, which is expected to be a driver, not only for lower emissions without falling living standards, but ultimately over time also for a more broadly sustainable, circular production model for the global economy. |
| 165 | Net zero's pinch point: Will investors fall at the first hurdle? | Responsible Investor | 26/06/2024 | Podcast | ESG Transition |
https://responsibleinvestorpodcast.podbean.com/e/net-zeros-pinch-point-will-investors-fall-at-the-first-hurdle/ | The discussion covers progress made towards the goals and key hurdles investors say they are grappling with – including legal and reputational concerns – and what this could mean for net zero as a concept for financial institutions. |
| 166 | Scenarios for Assessing Climate-Related Risks: New Short-Term Scenario Narratives | UNEP FI | 28/06/2024 | Report | Climate Risk Standards |
https://www.unepfi.org/themes/climate-change/scenarios-for-assessing-climate-related-risks-new-short-term-scenario-narratives-by-unep-fi-and-niesr/#:~:text=Publications%2C%20Risk%2C%20TCFD-,Scenarios%20for%20Assessing%20Climate%2DRelated%20Risks%3A%20New%20Short%2DTerm,by%20UNEP%20FI%20and%20NIESR&text=The%20use%20of%20climate%20scenario,volatility%2C%20and%20potential%20systemic%20vulnerabilities | This report aims to bridge the gap in climate scenario analysis by identifying short-term scenario narratives for financial use. It serves as a guide to help financial institutions understand the implications and drivers of a range of short-term shocks. This report developed for asset managers, insurers, bankers, and investors, is accompanied by an Excel-based visualization tool with new scenarios that explore a set of macroeconomic, transition, and physical risk shocks, allowing users to explore combinations of these three types of shocks. |
| 167 | The Cost of Missing Sustainability Targets | MSCI | 19/07/2024 | Podcast | ESG Fixed Income Risk |
https://www.msci.com/www/esg-now/the-cost-of-missing/04807665772 | This podcast dives into the world of sustainability linked bonds, an instrument that emerged a few years ago, where companies issue debt tied explicitly to their sustainability targets. |
| 168 | Investors ESG and Human Rights |
OHCHR | 25/06/2024 | Report | ESG Human Rights Stewardship |
https://www.ohchr.org/en/calls-for-input/2023/investors-esg-and-human-rights | This report issued by the Working Group on Business and Human Rights of the UN Human Rights Office of the High Commissioner clarifies the responsibilities of investors with regard to respecting human rights under the Guiding Principles on Business and Human Rights. It also outlines how investors can align the environmental, social and governance, and sustainability, approaches they take with their responsibilities under the Guiding Principles. |
| 169 | Portfolio resilience and sustainability challenges | LSEG | 14/06/2024 | Podcast | Asset Owners ESG Risk Transition |
https://www.lseg.com/en/solutions/sustainable-finance/podcast/sustainable-growth | Sindhu Krishna, Head of Sustainable Investment at Phoenix Group, the UK’s largest long-term savings and retirement business, talks about the importance of sustainability from an asset owner’s perspective, how sustainability challenges impact the resilience of portfolios, and how they are decarbonising portfolios. |
| 170 | When It Comes to Sustainable Investing It's A Material World |
Sustainalytics | 21/06/2024 | Podcast | ESG Regulation Risk Standards |
https://sustainalytics.podbean.com/e/esg-in-conversation-when-it-comes-to-sustainable-investing-its-a-material-world/ | Arthur Carabia, Director of ESG Policy Research discusses what a change in political agendas and shifting priorities could mean for ESG and sustainability-focused regulations globally. The podcast also covers topics such as ESG materiality and discusses how its primary role has been integrated into the improvements to Morningstar Sustainalytics' ESG Risks Ratings and corporate governance assessment framework. |
| 171 | Net-Zero Banking Alliance Disclosure Checklist – Version 2 | UNEP FI | 25/07/2024 | Report | Climate Disclosure Standards |
https://www.unepfi.org/industries/banking/net-zero-banking-alliance-disclosure-checklist-version-2/ | UNEP FI’s report on updated Guidelines for Climate Target Setting for Banks. This new version was set up to better reflect the evolution of the sustainable finance landscape over the last three years and reinforce the roadmap for member banks aiming to achieve net-zero emissions. The Guidelines support Net-Zero Banking Alliance (NZBA) and Principles for Responsible Banking (PRB) members in setting Scope 3 Category 15 emissions targets as defined by the Greenhouse Gas Protocol (GHG Protocol). |
| 172 | Fast Fashion and Investors Big Stewardship Shifts and RI’s Proxy Season Digest |
Responsible Investor | 01/08/2024 | Podcast | Climate Pollution Regulation Risk Standards |
https://www.responsible-investor.com/fast-fashion-and-investors-big-stewardship-shifts-and-ris-proxy-season-digest/?utm_source=newsletter-daily&utm_medium=email&utm_campaign=ri-daily-subscriber&utm_content=01-08-2024 | This podcast discuss why fast fashion is struggling to decarbonise and outline examples of how investors could influence the sector. |
| 173 | Thematic bonds and how to deliver more sustainable finance in developing economies | UNDP | 25/06/2024 | Report | Climate Fixed Income SDGs |
https://www.undp.org/publications/dfs-thematic-bonds-and-how-deliver-more-sustainable-finance-developing-economies | UNDP's latest report on increasingly popular Sustainability-themed bonds, an instrument viewed as a way of delivering more, especially climate, finance in developing economies. This paper provides an overview of the market, discusses issuer incentives as well as some of the main challenges related to additionality and credibility. |
| 174 | Does social matter? | MSCI | 06/08/2024 | Podcast | ESG | https://www.msci.com/www/esg-now/does-social-matter-/04821150965 | In this episode of the MSCI podcast, we explore the often overlooked social pillar of ESG. The social pillar is a crucial, yet sometimes neglected, component for evaluating a company's overall sustainability and market performance.Despite sometimes being overshadowed by the environmental and governance pillars, the social aspects of a business can have significant impacts on a company's long-term success and resilience. |
| 175 | Transitioning to net zero: Full potential of sustainable finance taxonomies not yet exhausted |
DIW | 10/07/2024 | Report | Climate Energy Reporting Standards Transition |
https://www.diw.de/documents/publikationen/73/diw_01.c.907698.de/dwr-24-28-1.pdf | 26 sustainable taxonomies from countries and regions around the world are analysed using five criteria. Although many taxonomies follow a sustainability approach, mandatory criteria have often yet to be developed. The report emphasizes that better coordination between the existing taxonomies worldwide is needed and that the criteria and thresholds for selecting activities in alignment with taxonomies should be in accordance with the Paris Agreement. |
| 178 | CSDDD: What the new due diligence rules are about and what they mean for investors | Dan Dionisie (Eurosif) | 22/08/2024 | Podcast | Disclosure ESG Regulation Standards Stewardship |
https://www.eurosif.org/press-room/csddd-what-the-new-due-diligence-rules-are-about-and-what-they-mean-for-investors/ | In this episode of Eurosif's podcast sustainability bridges, special guest Dan Dionisie, Head of Unit for Company Law within DG JUST of the European Commission and Pierre Garrault, Eurosif’s Senior Policy Adviser, speak about the Corporate Sustainability Due Diligence Directive (CSDDD). If you're interested in the CSDDD, which was recently published in the Official Journal of the European Union, its purpose, the final text and what it will mean for companies and investors, including financial institutions, then this podcast is well worth a listen!During the episode, Dan also shares his insights on how the European Commission intends to coordinate transition plan-related requirements across the CSDDD and CSRD and looks ahead to the new European mandate and potential future areas of work for DG JUST, including a possible review of CSDDD and what lies ahead for the Shareholder Rights Directive (SRD). |
| 180 | Carbon emissions and firm profitability | A. Marcel Oestreicha & Ilias Tsiakas | 03/08/2024 | Report | Climate Energy Pollution |
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| 181 | The rise of the ESG controller in the sustainability talent landscape | ESG Insider (S&P Global) | 30/08/2024 | Podcast | ESG | https://www.spglobal.com/esg/podcasts/the-rise-of-the-esg-controller-in-the-sustainability-talent-landscape?utm_medium=cpc&utm_source=google&utm_campaign=Events_Podcasts_Search&utm_term=esg&podcast&utm_content=534418150461&gclid=CjwKCAjw59q2BhBOEiwAKc0ijVnsm-ShssFzVnbe1Z0hoBZUAnRKYcds0h1RPtJ7emc6Ss3jULacFRoC60gQAvD_BwE | How is the talent landscape changing for ESG and sustainability professionals? To learn more, the podcast reached out to Ellen Weinreb, founder of Weinreb Group, a boutique recruiting firm focused on ESG and sustainability candidates. Ellen points to an increasing focus on compliance, data governance and regulation, which she says is leading to a “big rise” in ESG controller roles. Ellen also talks about why companies are seeking sustainability leaders who can be “corporate chameleons” — and what these candidates are seeking in potential employers. She shares her advice for candidates earlier in their careers considering a sustainability role. And she talks about what’s next for sustainability recruiting. |
| 182 | Incorporating Just Transition Considerations into Financial Sector Transition Planning | UNEP FI ILO |
25/07/2024 | Report | Disclosure Human Rights Transition |
https://g20sfwg.org/wp-content/uploads/2024/06/P2-G20-SFWG-UNEP-Incorporating-Just-Transition-considerations-into-financial-sector-transition-planning-2-1.pdf | The report outlines a strategic framework for integrating environmental and social aspects into the core operations of financial institutions, emphasizing that a just transition must safeguard the rights of vulnerable populations and maximize positive social outcomes. |
| 183 | We have become monocultural in our fields and minds | Investing in Regenerative Agriculture and Food (Nettie Wiebe) | 06/09/2024 | Podcast | Agriculture & Food Gender Stewardship |
https://investinginregenerativeagriculture.com/2024/09/06/nettie-wiebe/ | This podcast features a conversation with Nettie Wiebe, an organic farmer and long-time small farm activist, who co-authored the recent Land Squeeze report with the IPES-Food food panel. It explores how the current financialisation of agriculture impacts land access and sustainability, with over 70% of farmland controlled by just 1% of farms. |
| 184 | The Future of European Competitiveness | European Commission | 09/09/2024 | Report | Climate Energy Regulation Transition |
https://commission.europa.eu/document/download/97e481fd-2dc3-412d-be4c-f152a8232961_en | |
| 185 | Navigating the UK's Sustainable Fund-Labelling Regime | Responsible Investor - Dominique Webb and Elza Holmstedt Pell | 12/09/2024 | Podcast | Disclosure Regulation |
https://www.responsible-investor.com/whats-in-a-name-navigating-the-uks-sustainable-fund-labelling-regime/?utm_source=newsletter-daily&utm_medium=email&utm_campaign=ri-daily-subscriber&utm_content=13-09-2024 | The UK's Financial Conduct Authority (FCA) is working to create clear and user-friendly labels for sustainable investments, but fund managers are finding the process more challenging than anticipated. So far, only two funds have secured labels, prompting the FCA to extend the compliance deadline. |
| 186 | PGGM Sector-Specific Sustainability Guides | PGGM | 16/09/2024 | Report | Climate Energy Pollution Risk Transition |
https://www.pggm.nl/en/our-services/active-ownership/ | PGGM has released the first in a series of sector-specific guides designed to shape their engagement with companies in key industries. These guides outline PGGM's expectations for the oil & gas, aviation, food, and healthcare sectors. PGGM is a known global sustainability leader in pension fund investment and these short, concise guides provide helpful information for any investor considering how to engage with these sectors. |
| 187 | What does transition finance mean to investors? | Responsible Investor ( Lucy Fitzgeorge-Parker and Jenn-Hui Tan) | 26/09/2024 | Podcast | ESG Transition |
https://www.responsible-investor.com/what-does-transition-finance-mean-for-investors/ | In this episode of The Responsible Investor Podcast, RI editor Lucy Fitzgeorge-Parker discusses the rise of transition investing with Jenn Hui-Tan, chief sustainability officer of $800 billion manager Fidelity International. Topics covered include the hunt for high-quality data, how to assess corporate transition plans and investment opportunities in Asia, as well as the concept of a Just Transition and the shift in focus towards policy engagement. |
| 188 | Finance for Nature Positive: Building a Working Model | UNEP FI Finance for Biodiversity |
23/09/2024 | Report | Nature Transition |
https://www.unepfi.org/wordpress/wp-content/uploads/2024/09/Finance-for-Nature-Positive-2.pdf | Led by the Finance for Biodiversity (FfB) Foundation and UNEP FI, this discussion paper intends to solicit feedback from the financial sector on a proposed Finance for Nature Posi- tive working model. The working model is built to provide guidance for financial institutions aiming to contribute to the Nature Positive global goal, in line with the mission of the Global Biodiversity Framework (GBF). By fostering consensus on definitions and good practices, it aims to support the development of strategies for improving the state of nature. The effort intends to lead to a workable framework, which should not only create a lighthouse of ambi- tion for the financial sector but also shed light on immediate and applicable actions that the private financial sector can take today. |
| 189 | Why the world’s largest asset-owner is leaning into ESG | S&P Global | 20/09/2024 | Podcast | Asset Owners ESG |
https://www.spglobal.com/esg/podcasts/why-the-world-s-largest-asset-owner-is-leaning-into-esg | In this episode of the ESG Insider podcast we hear from the world’s largest asset owner, Norges Bank Investment Management (NBIM). NBIM is Norway’s $1.7 trillion-dollar sovereign wealth fund and owns almost 1.5% of all shares in the world’s listed companies. To understand how NBIM is exerting that influence, we speak to Chief Governance and Compliance Officer Carine Smith Ihenacho. Carine explains how NBIM is approaching engagement and divestment. She tells us about the climate action plan she helped design and implement. And she explains why NBIM is leaning into its responsible investing ethos amid the ESG backlash occurring in some parts of the world. |