Digital library on sustainable finance

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YEAR

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PUBLISHED

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TITLE Global Sustainable Investment Review 2014
AUTHOR Global Sustainable Investment Alliance (GSIA)
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

This report provides a snapshot of the global market in terms of volume, growth and practice at the start of 2014. It draws on data and insights provided by the members of the GSIA. Each of these members—Eurosif, US SIF, Responsible Investment Association Canada, ASrIA and Responsible Investment Association Australasia—offers in-depth  reports that provide information and analysis, as well as examples, of sustainable investment within their markets.

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TITLE Social Impact Investment: Building the Evidence Base
AUTHOR OECD
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

This report provides a framework for assessing the social impact investment market and focuses on the need to build the evidence base. The report highlights the importance of further international collaborations in developing global standards on definitions, data collection, impact measurement and evaluation of policies.

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TITLE Financement Vert
AUTHOR Novethic
PUBLISHED Feb 2015
LANGUAGES FR 
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Summary

An assessment of the contribution to green finance of the 32 largest banks and insurance companies in Europe revealed a mixed picture. The amount of classical green projects funded is increasing, but little transparency is given as to the carbon intensity and environmental risks of the total credit portfolios. (study in French)

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TITLE Energy Efficiency - the first fuel for the EU Economy How to drive new finance for energy efficiency investments
AUTHOR Energy Efficiency Financial Institutions Group
PUBLISHED Feb 2015
LANGUAGES EN 
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Summary

The Energy Efficiency Financial Institution Group was established to determine how to overcome the documented challenges to obtaining long-term financing for energy efficiency. Recommendations have been elaborated by the Group over two years, which are summarized in this report.

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TITLE A Guide to Responsible Investment Reporting in Public Equity
AUTHOR UK Pension Funds
PUBLISHED Jan 2015
LANGUAGES EN 
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Summary

This iterative document was the product of a number of roundtable meetings with UK pension funds and open consultation with fund managers and sets out to encourage improvements in the quality of RI reporting for individual mandates.

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TITLE Private Sector Investment and Sustainable Development
AUTHOR UN Global Compact, UNCTAD, UNEP FI, PRI
PUBLISHED Jan 2015
LANGUAGES EN 
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Summary

This paper outlines the role of companies, institutional investors and foundations in contributing to global sustainability goals through their financing strategy and general conduct. Actors in the private sector are driven by sustainability challenges to come up with innovative solutions which need appropriate funding and support. The paper emphasizes the benefits of a well-functioning system to reach sustainable development goals, fostering an innovative and collaborative environment.

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TITLE Règlement sur les placements de la Caisse de prévoyance du personnel de l'Etat
AUTHOR Canton Fribourg
PUBLISHED Dec 2014
LANGUAGES DE  FR 
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Summary

Reglement über die Anlagen der Pensionskasse des Staatspersonal (de) includes the consideration of ESG policies when developing an investment strategy

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TITLE Microfinance Market Outlook 2015: Growth driven by vast market potential
AUTHOR responsAbility Investments AG
PUBLISHED Nov 2014
LANGUAGES DE  EN 
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Summary

The fifth annual Microfinance Market Outlook published by ResponsAbility is available. The 2015 study concludes that the global microfinance market is expected to grow by a further 15-20% in 2015 and examines the potential impacts of changes in interest rates on microfinance investments.

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TITLE Members' Survey: The future of sustainable finance in Switzerland 
AUTHOR Swiss Sustainable Finance (SSF)
PUBLISHED Nov 2014
LANGUAGES EN 
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Summary

SSF members confirmed the positive view on sustainable finance in the first members' survey.

  • A vast majority is convinced that Switzerland will expand its market share in this field in the years to come
  • There is a clear consensus that the sustainable finance market will grow at a double digit rate

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TITLE From the Stockholder to the Stakeholder: How sustainability can drive financial outperformance
AUTHOR Oxford University and Arabesque Partners
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

Based on more than 190 academic studies, industry reports, newspaper articles, and books, this meta-study showed three compelling arguments.

  • 90% of the studies on the cost of capital show that sound sustainability standards lower the cost of capital of companies
  • 88% of the research shows that solid ESG practices result in better operational performance of firms
  • 80% of the studies show that stock price performance of companies is positively influenced by good sustainability practices

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TITLE European SRI Study 2014
AUTHOR Eurosif
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

The report highlights the scale of Sustainable and Responsible Investment practices and trends across 13 European countries.

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TITLE Stability and Sustainability in Banking Reform: Are Environmental Risks Missing in Basel III?
AUTHOR University of Cambridge Institute for Sustainability Leadership
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

International Banking regulations (i.e. Basel Capital Accord) have gained much attention in the aftermath of the financial crisis. Simultaneously, interest in environmental risks for banking and their potential systemic impacts are also on the rise. The author highlights some initial programs (i.e. Brazil, China, Peru), where banking regulation and governance practices address environmental risks. This report concludes that the Basel Committee should learn from these experiences and consider reforms to the Basel III Pillar 2 Supervisory Review framework and the Pillar 3 Market Discipline framework, by recognising systemic environmental risks as material risks which can potentially threaten banking stability.

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TITLE Overview of the "Green" Swiss Financial Market
AUTHOR PwC
PUBLISHED Oct 2014
LANGUAGES EN 
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Summary

This report is based on a request of the Swiss Federal Office of the Environment (FOEN). FOEN wants to receive a comprehensive overview of the green and sustainable financial market landscape in Switzerland, based on a desktop research and the experience of PwC subject matter experts.

Overview of the sustainable and ‘green’ financial market in Switzerland:

The financial sector is an important pillar of the Swiss economic system and Switzerland has a long tradition of being a financial centre of global relevance (e.g. it is the number one destination for offshore-wealth). With its supply of money (loans, insurance services, equity and other financial products) the financial sector has a significant direct and indirect impact on the sustainable development of the economy. One of the key findings of this report is that there is a general trend towards sustainable investments in Europe. In Switzerland, the volume of sustainable investments has increased since 2005 by 23 percent on average per year, and this trend is assumed to continue. However, sustainable investments represent a niche and their share of the overall volume in the market is with roughly 4 percent still low. This is surprising as there is evidence (refer to ‘The Added Value of Sustainable Investment’ in this study) that responsible investments create additional values for investors. The market overview revealed that Switzerland is still in a leading position, but that other financial centres are catching up in becoming a hub for sustainable finance. Without influencing the markets by regulations or major incentives, there will not be a very big step towards sustainable finance; rather we will see gradual growth corresponding to the overall worldwide development of sustainable financial markets.

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TITLE 10 Finance Innovations - Geneva, the sustainable finance laboratory
AUTHOR Sustainable Finance Geneva
PUBLISHED Sep 2014
LANGUAGES FR  EN 
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Summary

In this book, Sustainable Finance Geneva seeks to highlight the key role that the Lake Geneva region has played in these developments. Thanks to its unique advantages, Geneva has acted as a testing ground for many of these major innovations, which have often gone on to spread worldwide.

This book does not aim to provide an exhaustive list. It selected ten innovations initiated or developed in the Geneva area, which are considered to be emblematic of how this laboratory of sustainable finance operates. Although these initiatives are not all “world firsts ”, they have in common that they all benefited from Geneva’s unique ecosystem, which brings together a leading financial center, a network of international organizations, major foundations, and an active and enterprising academic sector, all in one place.

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TITLE New Investment Approaches for Addressing Social and Economic Challenges
AUTHOR OECD
PUBLISHED Jul 2014
LANGUAGES EN 
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Summary

This paper aims to provide an introduction to and overview of the social investment market for policy makers in OECD and non-OECD countries. Social investment is the provision of finance to organisations with the explicit expectation of a social, as well as financial, return. Social investment has become increasingly relevant in today’s economic environment as social challenges have mounted while public funds in many countries are under pressure. New investment approaches are needed for addressing social and economic challenges, including new models of public and private partnership which can fund, deliver and scale innovative solutions from the ground up.

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TITLE The Value of Responsible Investment
AUTHOR Investment Leaders Group Cambridge Institute for Sustainability Leadership
PUBLISHED Jun 2014
LANGUAGES EN 
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Summary

As a whole the report offers a tour of the main drivers and debates in responsible investment, with recommendations on future actions and research.

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TITLE The Importance of Microfinance – Swiss Institutional Investors Survey 2014 (presentation)
AUTHOR BlueOrchard  & Center for Microfinance, University of Zürich
PUBLISHED Jun 2014
LANGUAGES EN 
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Summary

The joint work of the University of Zürich and commercial microfinance manager BlueOrchard, this survey finds that a significant and growing proportion of Swiss institutions are invested in microfinance. While social attributes are important for the investment decision they do not override return expectations.

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TITLE Integrated Governance A new model of governance for sustainability
AUTHOR UNEP Finance Initiative
PUBLISHED Jun 2014
LANGUAGES EN 
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Summary

This report aims to identify corporate governance practices that could promote a durable culture of sustainability within corporations, proposing the "Integrated Governance" model. This model and its implementation in practice are explained within the report. Overall the authors wish institutional investors with insights and suggestions that they could consider when engaging with companies, and exercising their ownership rights.

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TITLE The value of responsible investment The moral, financial and economic case for action
AUTHOR University of Cambridge Institute for Sustainability Leadership
PUBLISHED May 2014
LANGUAGES EN 
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Summary

The momentum on responsible investments have been building up, over the last years - showcased for example by the numerous signatories of the PRI. This report explores the moral, financial and economic justification for responsible investment, linking it to the academic evidence. It concentrates on how ESG factors materially impact investment risk and returns.

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TITLE Sustainable Investment in Switzerland
AUTHOR Forum Nachhaltige Geldanlagen (FNG)
PUBLISHED May 2014
LANGUAGES DE  EN 
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Summary

This publication contains an English version of an excerpt from the chapter on Switzerland in Marktbericht Nachhaltige Geldanlagen 2014 – Deutschland, Österreich und die Schweiz [Sustainable Investment Market Report 2014 – Germany, Austria and Switzerland]. It is the latest in the series of annual publications on the sustainable investment market in Switzerland previously produced jointly by the consultancy firm onValues and FNG Switzerland.

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TITLE The practice of responsible investment principles in larger-scale agricultural investments Implications for Corporate Performance and Impact on Local Communities
AUTHOR World Bank & UNCTAD
PUBLISHED Apr 2014
LANGUAGES EN 
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Summary

Agriculture as a focus of investment is viewed by some as a promising and long-awaited opportunity to promote the sector. For others, it raised the concerns about the potential negative environment, social and economic impacts. This report adds to the growing body of literature by examining 39 mature agribusiness investments in Africa and Southeast Asia, assessing to what extent their activities can be characterized as responsible. Providing information about best-practices and pitfalls to avoid.

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TITLE Delivering the green economy through financial policy
AUTHOR UNEP Inquiry, Frankfurter School of Finance & Management
PUBLISHED Mar 2014
LANGUAGES EN 
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Summary

According to the UNEP FI the absence of policy and regulatory measures related to internalizing externalities is a key barrier to private sector investments in sustainable assets. Hence, this report suggests that further finance sector regulation could incentivise financial institutions to supply capital for sustainable development. This paper therefore maps out the financial regulatory landscape, discussing how regulations can influence investment behaviour and highlights further research avenues.

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TITLE Verordnung gegen übermässige Vergütungen bei börsenkotierten Aktiengesellschaften
AUTHOR Swiss Confederation
PUBLISHED Jan 2014
LANGUAGES DE  FR  IT 
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TITLE Règlement de placement Caisse de prévoyance de l'Etat de Genève
AUTHOR Canton Geneva
PUBLISHED Dec 2013
LANGUAGES FR 
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Summary

Article 9. Investissement responsable et développement durable

1. Conformément à l’art. 4, al. 3 de la LCPEG, l’activité de la Caisse s’inscrit dans la perspective du développement durable et des investissements responsables.

2. La Caisse tient compte des critères de développement durable dans le choix de ses investissements, dans la mesure du possible.

3. Les modalités d’application de l’investissement responsable sont précisées dans une directive spécifique.

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TITLE Insuring Climate Resilience How insurers are responding to climate change. And how they can be part of an effective government response
AUTHOR UNEP Finance Initiative
PUBLISHED Nov 2013
LANGUAGES EN 
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Summary

This report reflects how insurance might be used to assist countries that are most vulnerable to loss and damage from climate change. The report concludes that climate change is perceived as a real challenge to insurance companies, and that they are already adapting their risk control measures to climate risks; including the identification, prevention and reduction of risks.

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