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Impact Investing, Sustainability and the Green Economy

Impact investing is the practice of making investment into companies, organisations, or funds with the intention to generate a positive social or environmental impact, alongside a positive financial return.

Herein we list some of the best papers on impact investing, sustainability investing, and opportunities for investment within the green economy.

 

green economy


Impact Investing - Made Simple Guide (Hermes IM, 2018)
This guide examines the world of impact investing, explaining the key aspects of this investment approach, looking at a range of ESG strategies, and the importance of impact investing as a driver of future growth.

Incorporating UN SDGs into ESG Research via SASB Tools (Eaton Vance, May 2018)
(For compliance reasons, this paper is only accessible in the US and Canada)
Calvert translates the UN's SDGs meaningfully into the investor context using the Sustainability Accounting Standards Board (SASB) materiality matrix as a tool to identify SDGs that are likely to be financially material.

Decarbonisation 2.0: Russell Investments' sustainable investing solution for the energy transition (2017)
(For compliance reasons, this paper is only accessible in the EMEA region and in the United States)
Russell Investments’ enhanced decarbonisation strategy incorporates three more sources of insight related to a portfolio's sustainability profile: increased renewable energy exposure, ESG scores, and reduced coal exposure.

Investing in the Global Green Economy: Busting Common Myths (FTSE Russell, 2018)
FTSE Russell identifies opportunities for investment within the global green economy that are diversified across company size, sector, and geography. 

Impact Investing & the Global Microfinance Sector (DWS AM, 2018)
(For compliance reasons, this paper is only accessible in the United Kingdom)
Impact investing is intended to produce measurable social or environmental impacts alongside a financial return, and microfinance is one of the most dominant parts of the impact investing space. This paper explores the sector further.

Fact checking nine common ideas about sustainability investing (Robeco, 2018)
In this booklet, Robeco describes common misconceptions about sustainability investing and seeks to debunk these myths, while simultaneously shedding light on the intricacies of this growing investment style.

Impact Investing Market Map (Principles for Responsible Investment, 2018)
The Impact Investing Market Map is a tool incorporating data from the UN, World Bank, and OECD, that helps asset owners and asset managers to identify companies based upon certain thematic investing criteria.

Evidence on the Financial Performance of Impact Investments (GIIN, 2017)
This report synthesizes performance related findings from over a dozen studies on impact investing within multiple asset classes, as well as multi-asset portfolios of individual investors.

Sustainability Matters: Emerging ESG Risks in 4 Industries (Morningstar, 2018)
This study evaluates whether the performance of active managers relative to a specific index is governed by the returns to their investment style.

Roadmap for the Future of Impact Investing: Reshaping Financial Markets (GIIN, 2018)
The GIIN presents a vision for the future of impact investing, assesses the progress that has been made in this field, and recommends several actions to reduce barriers that may impede the achievement of this sector's long-term goals.

A Look Inside Green Bonds: Sustainable Core Fixed Income (S&P Dow Jones Indices, May 2018)
The S&P Green Bond Index lays out a benchmark that is transparent and rules-based for measuring performance within the global green bond market.

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