Digital library on sustainable finance

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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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TITLE Die Finanzierung der Energiewende in der Schweiz
AUTHOR Tobias Reichmuth (Hg.)
PUBLISHED Nov 2013
LANGUAGES DE 
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Summary

Die Autoren machen innovative Finanzierungsvorschläge, die sich in der Praxis bereits bewährt haben und die für institutionelle Anleger gleichmässige Erträge ermöglichen. Das Buch strukturiert sich in drei Teile. Im ersten Teil wird die Energiewende erklärt, im zweiten werden mögliche Massnahmen zur Umsetzung inkl. Investitionsbedarf und Herausforderungen dargestellt, der dritte Teil handelt von den Investitionsmöglichkeiten. 

Neue Zürcher Zeitung Verlag, 2014

ISBN978-3-03823-856-0 

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TITLE UN Guiding Principles on Business and Human Rights - Discussion Paper for Banks on Implications of Principles 16–21
AUTHOR The Thun Group of Banks
PUBLISHED Oct 2013
LANGUAGES EN 
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Summary

The Thun Group of Banks is an informal group of bank representatives that have been discussing the meaning of the UN’s “Protect, Respect and Remedy” Framework” and the Guiding Principles for the activities of banks. This paper outlines the interpretation of Principles 16-21 and identifies key steps that need to be taken as well as challenges for banks in implementing the principles.

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TITLE The effectiveness of socially responsible investment: a review
AUTHOR Frank A.J. Wagemans, C.S.A. (Kris) van Koppen & Arthur P.J. Mo
PUBLISHED Sep 2013
LANGUAGES EN 
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Summary

This article reviews the actors in SRI, the motives for SRI, relevant theoretical frameworks and the effectiveness of SRI in changing environmental, social and corporate governance (ESG) performance of public companies. Various actors with different motives engage in SRI through distinct strategies. Although the effects of SRI strategies are difficult to identify and quantify, overall, SRI does not yet play a major role in changing ESG performance. Several factors can be identified that impede SRI in improving ESG performance, together forming an action agenda for SRI researchers and practitioners. 

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TITLE LOI 172.43 sur la Caisse de pensions de l'Etat de Vaud
AUTHOR Canton Vaud
PUBLISHED Jun 2013
LANGUAGES FR 
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Summary

4. Il définit dans un document sa stratégie en matière de développement durable et d'investissements responsables.

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TITLE Path to the Sustainable Financial Centre Switzerland – A call to action
AUTHOR The Sustainability Forum Zürich (TSF) and Sustainable Finance Geneva (SFG)
PUBLISHED May 2013
LANGUAGES EN 
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Summary

This white paper formed the basis for the establishment of SSF. It outlines action points that can be taken to strengthen the sustainable finance industry in Switzerland.   

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TITLE Global Sustainable Investment Review 2012
AUTHOR Global Sustainable Investment Alliance (GSIA)
PUBLISHED Mar 2013
LANGUAGES EN 
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Summary

Report based on the work of seven regional sustainable investment forums to compare sustainable investment practices worldwide.

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TITLE Sustainable Investments in the Spotlight of Science 
AUTHOR Research Center for Financial Services, Steinbeis Hochschule Berlin
PUBLISHED Feb 2013
LANGUAGES DE 
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Summary

Study analysing the performance of traditional and sustainable investments, concluding that sustainability factors can be used by asset managers to add value within the context of an active investment strategy.

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TITLE Federal Act on War Materials
AUTHOR Swiss Confederation
PUBLISHED Feb 2013
LANGUAGES DE  FR  IT  EN 
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Summary

In February 2013, Switzerland amended its Federal Act on War Material to prohibit the direct and indirect (if it is to circumvent direct) financing of controversial weapons (Art. 7-8).

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TITLE Aligning expectations: Guidance for asset owners on incorporating ESG factors into manger selection, appointment and monitoring
AUTHOR Principles for Responsible Investment (PRI)
PUBLISHED Feb 2013
LANGUAGES EN 
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Summary

This guide provides a framework for Asset Owners who appoint and monitor external managers to assess whether their managers’ investment policies and processes are consistent with their ESG expectations. It aims to support them in their dialogues with managers so that they gain a clear understanding of the ESG risks and opportunities affecting their portfolios and how their managers are addressing them.

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TITLE Mapping Sustainable Finance in Switzerland
AUTHOR onValues
PUBLISHED Jan 2013
LANGUAGES EN 
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Summary

This study finds more than 200 organisations involved in Sustainable Finance in Switzerland in one way or another, and maps the different initiatives in an all-encompassing overview.

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TITLE Sustainable Investing – Establishing long-term value and performance
AUTHOR Deutsche Bank
PUBLISHED Jun 2012
LANGUAGES EN 
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Summary

Comprehensive literature review of sustainable investment concluding that CSR and ESG factors are correlated with superior investment returns at a securities level, though exclusionary approaches to sustainable investment have a neutral impact on investment returns at a fund level.   

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TITLE Sustainable Investing for Institutional Investors: Risks, Regulations and Strategies
AUTHOR Mirjam Staub-Bisang
PUBLISHED Mar 2012
LANGUAGES EN 
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Summary

The book is a comprehensive guide to socially responsible investing (SRI) and provides an in-depth view of SRI-relevant asset classes. To better contextualize SRI opportunities and challenges, the book presents 20 case studies involving institutional investors that are currently following a sustainable investment strategy and how they have approached SRI. For business leaders already familiar with or practicing corporate social responsibility and/or environmentally sustainable management, SRI is the next step to turning modern corporations into good citizens, and this book contains valuable information to get started.

Singapore John Wiley & Sons, [2012] Hoboken, NJ 

ISBN: 978-1-118-20317-0

Link

TITLE Nachhaltige Anlage für instituionelle Investoren. Einführung und Überblick mit Fachbeiträgen und Praxisbeispielen
AUTHOR Mirjam Staub-Bisang
PUBLISHED Jul 2011
LANGUAGES DE 
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Summary

Die Verschwendung natürlicher Ressourcen, die Missachtung elementarer Rechte und schlechte Unternehmensführung - diesen Themen wollen sich verantwortungsbewusste Anleger nicht länger verschliessen. Die Kosten unethischen Verhaltens fallen auf uns zurück, denn die Welt ist verletzlich. Wer sich vor bösen Überraschungen schützen will, beachtet deshalb bei der Strukturierung seines Vermögens die Kriterien Ökologie, Soziales und Governance. Die nachhaltige Ausrichtung der Anlagestrategie ist die marktwirtschaftliche Antwort auf drängende Herausforderungen.

Richtig umgesetzt, optimiert Nachhaltigkeit das Risiko-Ertrags-Verhältnis eines Portfolios. Was das impliziert,zeigt die Autorin mit einer Einführung in die Nachhaltigkeitsanalyse, der Erläuterung von verschiedenen Anlagestrategien, zahlreichen Beispielen aus der Praxis sowie mit Beiträgen bekannter Experten.

Das Buch ist auf Deutsch beim NZZ Libro Verlag erhältlich

Zürich Verlag Neue Zürcher Zeitung, 2011

ISBN: 978-3-03823-710-5

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Nachhaltige Anlage für Institutionelle Investoren_Inhaltsverzeichnis_DE (pdf 16.7 kB)
TITLE Shedding Light on Responsible Investment: Approaches, Returns and Impacts
AUTHOR Mercer
PUBLISHED Oct 2009
LANGUAGES EN 
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Summary

Review of academic and commercial studies finding that, on average, the evidence is in favour of responsible investment adding value.   

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