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TITLE Swiss Sustainable Investment Market Report 2017
AUTHOR Swiss Sustainable Finance (SSF) and Forum Nachhaltige Geldanlagen (FNG)
PUBLISHED Jul 2017
LANGUAGES DE  FR  EN 
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Summary

This study, for the second year in a row jointly prepared by Forum Nachhaltige Geldanlagen and Swiss Sustainable Finance, provides an overview on the Swiss market of sustainable investments. In 2016 the market saw a sharp hike of 39% compared to 2015, bringing the total volume of sustainable investments in Switzerland to around CHF 266 billion as of 31 December 2016. As their importance for asset owners has steadily risen, assets from institutional investors now account for 82% of the Swiss sustainable investment market. Sustainable investment funds are gaining ground and currently account for 7% of the total fund market.

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TITLE Annual Impact Investor Survey 2016 (seventh edition)
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Jun 2017
LANGUAGES EN 
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Summary

The GIIN’s 2017 Annual Impact Investor Survey is based on an analysis of the activities of 209 of the world’s leading impact investing organizations, which collectively manage nearly USD 114 bn in impact assets, a figure which serves as the best-available “floor” for the size of the impact investing market. This state of the market report presents investors’ perspectives on key issues important to the impact investing industry and also includes new topics such as investors’ commitment to the UN Sustainable Development Goals.

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TITLE Performing for the Future – ESG's place in investment portfolios. Today and tomorrow
AUTHOR State Street Global Advisors
PUBLISHED May 2017
LANGUAGES EN 
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Summary

This report written by State Street Global Advisors is a global survey of 475 institutions, which found that 68% of respondents believe that integration of an ESG strategy has significantly improved returns, showing that the adoption of ESG driven investment strategies has a future in institutional portfolios.

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TITLE The European green funds market
AUTHOR Novethic
PUBLISHED Apr 2017
LANGUAGES EN 
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Summary

Novethic's latest study, produced with the support of ADEME, analyses the European green funds market’s trends. The research centre reviewed a selection of 165 funds, that are available in 16 countries and hold assets of € 22 bn.

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TITLE Global Sustainable Investment Review 2016
AUTHOR Global Sustainable Investment Alliance (GSIA)
PUBLISHED Apr 2017
LANGUAGES EN 
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Summary

The biannual Global Sustainable Investment Review draws on in-depth regional and national reports from GSIA members—Eurosif, Responsible Investment Association Australasia, RIA Canada and US SIF—as well as data and insights from the PRI, JSIF (Japan), LatinSIF and the African Investing for Impact Barometer. Together, these resources provide data points, insights, analysis and examples of the shape of sustainable investing worldwide.

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TITLE Measuring the Economic Impact of Short-Termism
AUTHOR McKinsey Global Institute (MGI)
PUBLISHED Mar 2017
LANGUAGES EN 
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Summary

Corporate short-termism has been the subject of ongoing debate among leaders in business, government, and academia for more than 30 years, with much of the discussion focusing on whether it destroys value. This discussion document aims to provide a fact base for this ongoing debate through a systematic measurement of long- and short-termism at the company level. The findings show that companies classified as “long term” outperform their shorter-term peers on a range of key economic and financial metrics.

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TITLE Impact Investing Trends - Evidence of a growing industry
AUTHOR Global Impact Investing Network (GIIN)
PUBLISHED Jan 2016
LANGUAGES EN 
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Summary

This is GIIN's first industry-level trends analysis of the global impact investor market. The report shows the strong growth in the market (18% CAGR from 2013 to 2015), the satisfaction felt by impact investors in financial and social returns, and points out some success factors and barriers facing the industry.

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TITLE Microfinance Funds, 10 years of research and practice
AUTHOR Symbiotics & CGAP
PUBLISHED Jan 2016
LANGUAGES EN 
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Summary

This 10-year review of the landscape of microfinance offshore investments is based on data collected through annual CGAP/Symbiotics surveys of MIVs conducted between 2007 and 2016.

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TITLE Schroders Global Investment Study 2016: What investors think about responsible investing
AUTHOR Schroders
PUBLISHED Jan 2016
LANGUAGES EN 
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Summary

The Schroders Global Investor Study has gathered the views of 20,000 investors in 28 countries – each with the equivalent of at least € 10,000 invested. 1,836 financial advisers also took part in the survey. The survey revealed that ESG investing is gaining momentum: In addition to the 22% of advisers who think ESG is already an important element in fund recommendations, 62% of advisers expect ESG to become increasingly important within five years. Among investors, ESG issues were more important to “millennials” – investors of the future - than to older generations.

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TITLE Micro and SME Finance Market Outlook 2017
AUTHOR responsAbility Investments AG
PUBLISHED Jan 2016
LANGUAGES EN 
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Summary

responsAbility’s "Micro and SME Finance Market Outlook", which has been published each year since 2010, explores global developments in the microfinance industry and produces forecasts for the next 12-14 months. For the 2017 edition of the publication, the universe covered in the analysis was expanded to include SME banks for the first time.

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TITLE European SRI Study 2016
AUTHOR Eurosif
PUBLISHED Dec 2016
LANGUAGES EN 
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Summary

The 2016 study covers 13 different European markets and reports on the state of the sustainable investment market as of the end of 2015.

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TITLE Climate-friendly investment strategies and performance (Summary)
AUTHOR CSSP, South Pole Group
PUBLISHED Dec 2016
LANGUAGES DE  EN 
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Summary

This report was commissioned by the Swiss Federal Office for the Environment. It expands the knowledge about determining the climate impact of finance flows, and also examines the  performance of investment strategies that are more climate-friendly.

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TITLE Financial market policy for a competitive Swiss financial centre
AUTHOR Swiss Federal Council
PUBLISHED Nov 2016
LANGUAGES DE  FR  IT  EN 
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Summary

The Federal Council names five key thrusts of the financial market policy, which demonstrate how the Swiss financial centre's opportunities and challenges will be addressed and how the centre's competitiveness should be maintained. The chapter on "innovation" states that the financial market policy should play a supportive role also in the area of sustainable investments.

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TITLE Beyond growth: Sustainability of our planet - Private sector finance initiatives
AUTHOR WWF
PUBLISHED Nov 2016
LANGUAGES EN 
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Summary

This paper gives an overview of the most relevant sustainable finance trends and initiatives, focusing on sustainable investing. It explains the important role of the financial regulator in advancing sustainable financial markets. The purpose of this publication is to provide a brief overview and to stimulate further discussion and interest.

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TITLE Swiss Climate Policy revision linked to Paris Agreement
AUTHOR Swiss Federal Council
PUBLISHED Oct 2016
LANGUAGES DE  FR 
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Summary

Chapter 6.9 focusses on voluntary measures that the financial sector could undertake to re-orient the capital flows towards a low-carbon economy.

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TITLE 2016 Symbiotics MIV Survey
AUTHOR Symbiotics SA
PUBLISHED Oct 2016
LANGUAGES EN 
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Summary

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

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TITLE Relevanz des Klimawandels für die Finanzmärkte
AUTHOR Bundesministerium der Finanzen (Deutschland)
PUBLISHED Sep 2016
LANGUAGES DE 
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TITLE Green Finance for Developing Countries
AUTHOR UNEP
PUBLISHED Aug 2016
LANGUAGES EN 
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Summary

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

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TITLE ESG Magazine: Investors move to governance checkmate
AUTHOR ESG Magazine
PUBLISHED Aug 2016
LANGUAGES EN 
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Summary

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

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TITLE Switzerland's initial steps towards the implementation of the 2030 Agenda for Sustainable Development
AUTHOR Swiss Confederation
PUBLISHED Aug 2016
LANGUAGES EN 
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Summary

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

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TITLE Bonds and Climate Change – The state of the market in 2016
AUTHOR Climate Bonds Initiative
PUBLISHED Aug 2016
LANGUAGES EN 
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Summary

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

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

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

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TITLE Corporate Sustainability: First Evidence on Materiality
AUTHOR Mozaffar Khan, George Serafeim & Aaron Yoon
PUBLISHED Jul 2016
LANGUAGES EN 
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Summary

Abstract: Using newly-available materiality classifications of sustainability topics, we develop a novel dataset by hand-mapping sustainability investments classified as material for each industry into firm-specific sustainability ratings. This allows us to present new evidence on the value implications of sustainability investments. Using both calendar-time portfolio stock return regressions and firm-level panel regressions we find that firms with good ratings on material sustainability issues significantly outperform firms with poor ratings on these issues. In contrast, firms with good ratings on immaterial sustainability issues do not significantly outperform firms with poor ratings on the same issues. These results are confirmed when we analyze future changes in accounting performance. The results have implications for asset managers who have committed to the integration of sustainability factors in their capital allocation decisions.

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TITLE Swiss sustainable investment market report 2016
AUTHOR FNG & SSF
PUBLISHED Jul 2016
LANGUAGES DE  FR  EN 
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Summary

The sustainable investment market in Switzerland experienced extremely dynamic growth in 2015. This is attributable in part to the fact that self-managed investments of asset owners were recorded for the first time and in part to the inclusion of new study participants from the asset management field. Notwithstanding these two factors, it can nonetheless be stated that the level of growth was above the market average for 2015: sustainable funds recorded stronger growth than their conventional counterparts. Their share of the overall funds market thus increased to over 4.5%. 

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TITLE Proposals for a Roadmap towards a Sustainable Financial System in Switzerland
AUTHOR FOEN and the Swiss Team
PUBLISHED Jul 2016
LANGUAGES DE  FR  EN 
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Summary

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

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Showing 1 - 25 of 63 Reports

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