All investor resources
HSBC Investor Brief: Why investors should back the 2021 climate change resolution at HSBC

22 February 2021
Biodiversity: a scoping report

19 February 2021
Decarbonising Real Estate: Foundations for Success

15 February 2021
Q&A: Special Resolution on Healthy Diets at Tesco’s 2021 AGM

10 February 2021
Fit-for-purpose? The future of the AGM

18 January 2021
Voting Matters 2020: Are asset managers using their proxy votes for action on climate and social issues?

1 December 2020
Decarbonising Heavy Industry: A financial sector perspective on the decarbonisation of steel, cement and plastics

29 October 2020
High Risk, Low Reward: An overview of European banks’ positions on oil sands

29 October 2020
ShareAction and Lankelly Chase’s response to ISS Proposed Benchmark Policy Changes 2021

27 October 2020
Tracking for Health: The Importance of Consistent Reporting on Healthy Food Sales in the Retail Sector

20 October 2020
A detailed analysis of HSBC’s net zero ambition

19 October 2020
Investing in the Living Wage: A toolkit for responsible investors

2 October 2020
A Healthy Investment: The importance of prioritising health in the food and drink manufacturing sector

30 July 2020
Insecure Work in Insecure Times

16 July 2020
Point of No Returns Part III – Climate Change

11 June 2020
Point of No Returns Part IV – Biodiversity

11 June 2020
Point of No Returns Part II – Human Rights

14 May 2020
Why investors should vote for climate at the 2020 ExxonMobil AGM

12 May 2020
Why investors should back the 2020 climate resolution at Total

12 May 2020
Workforce Disclosure in 2019: trends and insights

30 April 2020
What’s in a definition?

28 April 2020
Banking on a Low-Carbon Future II

26 April 2020
Shell’s and BP’s 2020 remuneration policies

20 April 2020
Do Androids Dream of Responsible Investment?

17 April 2020
Detailed analysis of Barclays’ 2020 energy policy and response to Barclays’ net zero ambition

30 March 2020
the goals and timelines of the Paris Agreement”. It also introduced amendments to its energy policy. This document provides a detailed analysis of Barclays’ new energy policy, and its net zero ambition.
Healthy Competition: Why the safest bet for investors is healthier retail markets and how to get there

12 March 2020
Point of No Returns: A ranking of 75 of the world’s asset managers approaches to responsible investment

9 March 2020
Rebels with a cause: Asset manager voting on controversial resolutions in 2019

2 March 2020
Why investors should back the 2020 climate change resolution at Barclays

25 February 2020
Another Link in the Chain: Uncovering the role of proxy advisors in investor voting

10 February 2020
Another Link in the Chain: Uncovering the Role of Proxy Advisors

9 February 2020
Is regulation enough? A review of UK master trusts’ ESG policies

18 December 2019
Electric Vehicle Fleets: An Impact Opportunity for Investors

13 December 2019
Voting Matters: Are asset managers using their proxy votes for climate action?

4 November 2019
Decarbonising Cement: The Role of Institutional Investors

9 October 2019
Recommended Investor Response to 2019 Shareholder Resolutions on BHP’s Trade Association Memberships

17 September 2019
Insuring a Low Carbon Future [snapshot slide deck]

13 September 2019
Insuring a Low Carbon Future [Summary]

13 September 2019
Insuring a Low Carbon Future

13 September 2019
State of the Apes: The Impact of Infrastructure on Biodiversity

4 September 2019
Hitting the Sweet Spot: the Investment Case for Solutions to Childhood Obesity

30 May 2019
Investor briefing on voting recommendations at ExxonMobil

16 May 2019
Changing Course: Bank Financing of the Shipping Industry

14 May 2019
Investor letter to Barclays on its energy policies

1 May 2019
WDI 2018 Findings: Improving the Quality of Work

27 March 2019
UK Guide to Shareholder Resolutions

15 February 2019
Will Employees Benefit?

12 February 2019
The Biomass Blind Spot

7 February 2019
Sleeping Giants: Are Bond Investors Ready to Act on Climate Change?

31 January 2019
Letter to Larry Fink, January 2019

30 January 2019
Improving the Conversation: What Charity Investors Expect from their Asset Managers

22 January 2019
This is a guide on how to improve the outcomes of conversations between charity investors and asset managers with regards to the process of responsible investment, including advice on disclosure and practice expectations, and leading practice examples.
Pensions in a Changing Climate

17 December 2018
Proxy Voting Policy & Practice: Charity Asset Managers in Focus

15 December 2018
Influencing UK Workforce Practices Through Responsible Investment

20 November 2018
Getting to Green: Showcasing Leading Approaches to Climate Change within the European Banking Sector

24 September 2018
Malawi: Towards Living Wages in a Revitalised Tea Industry

30 August 2018
Stepping Up Climate Leadership Ahead of the Global Climate Action Summit (GCAS)

10 July 2018
Banking Beyond Coal: Sustainable Development Without Coal Finance

21 June 2018
Winning Climate Strategies: Summary Report

13 June 2018
Winning Climate Strategies: Practical Solutions and Building Blocks for Asset Owners from Beginner to Best Practice

13 June 2018
The Engagement Deficit: Ranking Auto-enrolment Pension Providers on Responsible Investment and Member Engagement & Communications

9 June 2018
Got It Covered? Insurance in a Changing Climate

24 May 2018
Assessing and Engaging Asset Managers on Proxy Voting: Controversial Votes in 2017 and Issues for 2018

2 May 2018
Improving the Quality of Jobs: Pilot Year Summary

1 May 2018
Improving the Quality of Jobs: Pilot Year Report

1 May 2018
Still Digging: Recommended Investor Response to 2018 Shareholder Resolutions on Rio Tinto’s Climate Lobbying

6 April 2018
Comparative Analysis of Shell’s November Ambition and the 2018 Follow This Resolution

28 March 2018
Good Engagement Guide for Charity Investors

16 March 2018
Who Watches the Watchers? Transparency and Accountability in Workplace Personal Pensions

17 February 2018
Strategy, Free Cash Flow, and Climate Uncertainty: Where Now for the Integrated Oil Sector?

7 February 2018
Investor Engagement on Corporate Decarbonisation and Science-Based Targets

11 December 2017
Investor Engagement on Science-Based Targets: Questions & Answers

11 December 2017
Banking on a Low-Carbon Future: A Ranking of the 15 Largest European Banks Response to Climate Change

7 December 2017
Banking on a Low-Carbon Future: Accompanying Document with Individual Scorecards

7 December 2017
Why the Living Wage Pays Dividends: The Case for the Living Wage

10 November 2017
Two Years After ‘Aiming for A’: Where Are We Now? – Royal Dutch Shell Plc

26 October 2017
Two Years After ‘Aiming for A’: Where Are We Now? – BP Plc

26 October 2017
Warming Up: A Spotlight on Institutional Investors Voting Patterns on Key US Climate Change Resolutions in 2017

2 October 2017
Demystifying the IPO Process: Some Current Issues for Investors

31 August 2017
Analysis of BP’s 2017 Remuneration Policy

27 April 2017
Oppressive Regimes: A guide for investors

7 April 2017
Fixing the Gap: Responsible investment performance of European asset managers

5 April 2017
Lifting the Lid: Responsible investment performance of European asset managers

5 April 2017
Analysis of Shell’s 2017 remuneration policy

31 March 2017
A guide to shareholder rights across six European countries

22 March 2017
The Restaurant Sector and Antibiotic Risk: Progress Report, 2017

20 March 2017
Lifting the Lid: Responsible Investment Performance of European Asset Managers 2017

13 March 2017
Banking on a Low Carbon Future: An Investor Guide for Engaging with Banks on Climate Change

21 February 2017
Introduction to the Workforce Disclosure Initiative

15 December 2016
Position paper on Shell’s draft remuneration policy

28 November 2016
Brexit: an opportunity to create a more sustainable financial system and Capital Markets Union? Event Background Paper

7 November 2016
The Case for the Living Wage: Why a Living Wage Pays Dividends

4 November 2016
A Sustainable Finance Plan for the EU

1 November 2016
The future of food: The investment case for a protein shake up

7 October 2016
Incentivising the low carbon transition: Linking climate resilience to BP and Shell’s remuneration policies

29 September 2016
Opportunities for collaborative investor engagement

15 September 2016
The hot debate on climate risk and pension investments: Does practice stack up against the law?

8 September 2016
Internet shutdowns: The risks and opportunities for technology sector investors

22 August 2016
Improving the quality of work in the UK’s private sector: Evaluating the potential for investor-led strategies

18 August 2016
Forced labour: What investors need to know

28 June 2016
Swiss Pension Funds and Responsible Investment 2015/16 Report

25 May 2016
Caisses de pensions suisses et l’investissement responsable Rapport 2015/16

25 May 2016
Schweizer Pensionskassen und verantwortungsvolles Investieren Bericht 2015/16

25 May 2016
Casse pensioni svizzere e investimento responsabile: studio 2015/2016

25 May 2016
A post-Paris overview and analysis of Shell’s climate reporting

20 May 2016
Pricing & price transparency in pharmaceuticals: Pneumococcal conjugate vaccines

27 April 2016
A post-Paris overview and analysis of BP’s climate reporting

19 April 2016
In Deep Water: Investor risk from BP’s plans for the Great Australian Bight

14 April 2016
The Restaurant Sector and Antibiotic Risk

13 April 2016
Transforming Our World Through Investment: An introductory study of institutional investors’ role in supporting the Sustainable Development Goals

21 March 2016
BP’s 2016 Energy Outlook to 2035: Overview and analysis

15 March 2016
Reclaiming Ownership: A survey of governance and responsible investment at UK automatic-enrolment pension providers

12 March 2016
Greenhouse Gas Emissions Regulations: the automakers disclose to investors

15 February 2016
Expectations for BP and Shell around climate risk shareholder resolutions

15 December 2015
RE100 Investor Engagement: Questions & Answers

1 December 2015
Factory Farming: Understanding Risks and Opportunities

1 December 2015
Investor Engagement on RE100

1 December 2015
The Case for the Living Wage: Why a Living Wage Pays Dividends

1 November 2015
The 2016 Living Wage rates announced in November 2015 are £9.40 / hour for London and £8.25 / hour for the rest of the UK.
Carbon Risk Exposure: Measuring and managing risks

1 November 2015
Corporate Lobbying and Climate Change

1 August 2015
Realigning Interests, Reducing Regulation: A vision for reforming UK workplace pensions

1 July 2015
Shareholder Resolution at ExxonMobil

1 May 2015
Asset Manager Voting Practices: In Whose Interests?

1 May 2015
Shareholder Resolution at Chevron Corporation

1 May 2015
Green Bonds: Exploring opportunities for investment

1 March 2015
Shareholder Resolutions at BP plc and Royal Dutch Shell plc

1 March 2015
Responsible Investment Performance of UK Asset Managers: The 2015 ShareAction Survey

1 January 2015
Entrusted With Our Future: A survey of the Responsible Investment performance of UK pension funds

15 November 2014
Russian Roulette: The impact of sanctions against Russia on international oil companies

1 November 2014
Your Money, Your Mission: Creating a responsible investment policy for your foundation

1 November 2014
The Case for the Living Wage: Why a Living Wage Pays Dividends

1 November 2014
The 2015 Living Wage rates announced in November 2014 are £9.15 / hour for London and £7.85 / hour for the rest of the UK.
Taxing Questions: Assessing risk from changes to international tax rules

1 October 2014
The Law Commission’s Review of Fiduciary Duties: What it means for pension funds

1 September 2014
Evaluating the financial risk to oil capital expenditure

1 July 2014
Telenor faces risks from Thai junta censorship

1 June 2014
These risks include reputational harm, loss of business, risk to personnel, and regional impact.
Frozen Future: US Coast Guard Report

1 April 2014
Perspectives, Policies & Problems: Pensions funds on climate change in their own words

1 March 2014
Frozen Future: Shell’s ongoing gamble in the US Arctic

1 February 2014
Our Money, Our Business

1 December 2013
The Green Light Campaign: Using pension power to protect our planet

29 October 2013
The Green Light Report: Resilient portfolios in an uncertain world

29 October 2013
Virunga National Park and SOCO International PLC

1 October 2013
Out in the Cold: Serious concerns for shareholders identified by U.S. Department of Interior review

1 April 2013
Russian Roulette: International Oil Company Risk in the Russian Arctic

1 March 2013
A Legacy of Liability: Report by the IUCN – Niger Delta Panel to SPDC

1 March 2013
Repeated Misadventures: Key questions for Shell on its Alaskan Arctic programme

1 January 2013
Ethically Engaged? A survey of UK ethical funds

1 December 2012
Chevron Corporation: Argentine assets frozen

1 November 2012
Russian Roulette: BP to hold 19.75% stake in Rosneft

1 November 2012
Out in the Cold: Shell’s Summer of Setbacks

1 November 2012
The Missing Link: Lessons from the ‘Shareholder Spring’

1 November 2012
The report concludes that there has not been a fundamental shift in shareholder attitudes to engagement, and that attention must now shift from the relationship between directors and shareholders onto the relationship between institutional investors and the people whose money they manage.
A Legacy of Liability: Assesment of Shell’s UNEP Update

1 September 2012
BP and the Department of Justice Memorandum

1 September 2012
Chevron Corporation: Time to Change Course

1 September 2012
Out in the Cold: Royal Dutch Shell and Arctic Drilling – New Report

1 May 2012
Executive Remuneration 2012: Briefing for Pension Funds and their Trustees

1 April 2012
The Stewardship Lottery: The governance gap in contract based pensions

1 April 2012
A Legacy of Liability: Shell and the Niger Delta

1 April 2012
Out in the Cold: Royal Dutch Shell and Arctic Drilling

1 April 2012
The Enlightened Shareholder: Clarifying investors’ fiduciary duties

14 March 2012
The report builds on 2011’s ‘Protecting our Best Interests’ and on further discussions with experts within and outside industry.
Stay Connected: Telecoms and the Protection of Human Rights – Update

1 March 2012
Local authority pension funds and investments in the tobacco industry

1 January 2012
Whose Duty? Ensuring effective stewardship in contract-based pensions

1 January 2012
These providers already look after millions of people’s savings, and are expected to take on millions more as employers begin automatically enrolling their staff into pension schemes under government reforms. Our analysis suggests that nobody in the chain of decision-makers responsible for these savers’ money has a clear obligation or interest in protecting savers’ interests.
Stay Connected: Telecoms and the Protection of Human Rights

1 July 2011
Tax Responsibility: The Business Case

1 July 2011
Fracking Risks: Exposing Shell in British Columbia

1 May 2011
Assessment of BP’s Annual Report

1 April 2011
Protecting Our Best Interests

1 March 2011
Stewardship in the Spotlight: UK asset managers’ public disclosure practices on voting & engagement

1 December 2010
Working at the Edge: Lessons from the Deepwater disaster

1 September 2010
Counting the Cost of Tarsands: Briefing for Fund Managers

1 January 2010
Counting the Cost of Tarsands: Briefing for UK Pension Funds

1 January 2010
Counting the Cost of Tarsands: Briefing for Investors

1 January 2010
Preparing for the Storm? UK Fund Managers and the Risks & Opportunities of Climate Change

1 October 2009
Responsible Pensions? UK Occupational Pension Schemes’ Responsible Investment Performance

1 April 2009
Investor Responsibility? UK Fund Managers’ Performance and Accountability on ‘Extra-Financial’ Risks

1 November 2008
UK Pension Scheme Transparency Survey on Environmental, Social and Governance Issues

8 December 2007
Fund Manager Transparency and Engagement on Environmental, Social and Governance Issues

15 October 2007
Novartis: Patents vs Patients

1 January 2007
UK Pension Scheme Transparency on Social, Environmental and Ethical Issues

1 November 2006