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Sustainable Finance: A review of the impact of Responsible Investment (RI) practices on the environment - EV0401

This research will deliver an independent evidence-based review of the impact of responsible investment (RI) practices on the environment and how the environmental performance of environmentally focussed investment strategies is assessed. Outputs from the project will be used to inform future policy direction and to facilitate dialogue with companies, investors and other Government departments.

The study methodology involved:
• A global literature search that reviewed academic papers, industry reports and civil society reports on the link between RI techniques and environmental performance of investment strategies and approaches to measuring environmental performance.

• An online survey that was carried out between June and July 2008 targeted primarily at UK funds but also included some US and European funds. The sample consisted of 55 funds and a total of 20 funds participated in the survey (36.4%).

• Desk based research carried out to evaluate key RI initiatives set up by investors, industry, intergovernmental organisations, and civil society.

• A company-level analysis of companies in the FTSE Eurotop 300 companies to assess their environmental performance over time using RiskMetric’s EcoValue 21 company ratings based on information from company literature, environmental groups and other NGOs, trade groups and other industry associations, government data bases, periodical searches, and financial analysts’ reports.
Project Documents
• Final Report : Final Report - Sustainable Finance: A review of the impacts of Responsible Investment (RI) practices on the environment   (847k)
• Other : 2-page Summary - Sustainable Finance: A review of the impact of Responsible Investment (RI) practices on the environment   (43k)
Time-Scale and Cost
From: 2008

To: 2008

Cost: £22,500
Contractor / Funded Organisations
Environmental Protection              
Fields of Study
Sustainable Consumption and Production