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Sustainable Investment Insights Hub

The future of investment is sustainable investment

Sustainable investment has transformed into a critical part of mainstream investment thinking. Our more than 20 years’ experience in the epicentre of sustainability has allowed us to build partnerships to enable growth in this area, working alongside everyone from investors to policy makers. Expand your sustainable investment horizons with our expert thought leadership and research.

Our Sustainable Investment Hub brings you the latest SI insights and analysis from our researchers and specialists.

New to sustainable investing? Understand how to prepare for a sustainable and climate-resilient future. Learn more

Learn how regulation is playing a key role in helping to shape sustainable investment strategies, and what they mean for your business. Learn more

Zero-in on climate-informed solutions, that can enable the transition to a low-carbon economy. Learn more

In the spotlight

Perspectives

Green economy

Investing in the green economy

The green economy is a US$7 trillion sector - but how is it defined? And what have been its performance characteristics?
READ THE PAPER

Sizing the green economy: Green Revenues and the EU taxonomy

What do investors need to do to comply with the requirements of the EU Taxonomy regulation?
READ THE PAPER

Navigating the EU Taxonomy Regulation

Do no Significant Harm’ and ‘Minimum Safeguards’ in practice
READ THE PAPER

Fixed income

Sustainable investment - not just an equity game

Increased demand for sustainable investment fixed income indexes, brings opportunities and challenges.
READ THE PAPER

Anticipating the climate change risks for sovereign bonds (Part 3)

Quantifying financial risk from the physical risk of climate change.
READ THE PAPER
 

Rethinking the sovereign environmental score assessment - Sovereign ESG revisited

The current sovereign environmental, social and governance (ESG) scoring framework is far from perfect.
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Climate change integration

FTSE Russell study on EU Paris-aligned benchmarks

The FTSE All-World PAB Index achieves an average carbon emissions reduction of over 50% compared to the standard benchmark over a 10-year period, doubles the proportion of green revenue, and demonstrates a consistently higher TPI Management Quality Score.
READ THE PAPER

Asset owner’s adoption of climate transition index

How one pension fund aligned its US passive allocations with low carbon goals
FIND OUT MORE

The Transition Pathway to Net Zero for the Japanese market

Japanese companies face climate transition risks, in addition to the physical risks of climate change.
FIND OUT MORE

Product engineering and methodologies

Mind the gaps: Clarifying corporate carbon

In this paper, we survey the current state of corporate carbon disclosure and explore the challenges facing investors in using estimation strategies.
READ THE PAPER

ESG scores and beyond - Part 2

What themes matter most in ESG scores? What underpins FTSE Russell’s ESG scores and identifies the themes that provide the highest contribution to an overall score?
READ THE PAPER

ESG taxonomy for securitized products

Is it possible to take a quantitative approach to detecting responsible lending and servicing behaviors in RMBS markets?
READ THE PAPER

Investment trends

Enabling systematic engagement through index investing

There is a growing realization that combining index investing and sustainability engagement is not only possible but can reinforce and mobilize significant global assets under management to enable collaborative engagement.
READ THE REPORT

Sustainable Investment Insights: April 2023

Published quarterly, this report views investment outcomes through the lens of FTSE Russell’s sustainable investment index strategies and is essential reading for institutional investors interested in sustainable investment. 
READ THE REPORT

Growing focus on ESG in Japan: Disclosure, outperformance and roll cost

The latest Japanese ESG indices and passive investment report, written in collaboration with SGX
READ THE REPORT

Diversity and inclusion

Refinitiv Report: Top 100 diversity and inclusion companies

Diversity and inclusion in the workforce is key to ensuring that companies remain competitive and meet the changing needs of their customers. Find out which firms are leading in this space.
READ THE BLOG

Refinitiv Blog: The gender pay gap is informing investment strategies

Companies with no gender pay gap outperform businesses with pay inequality – whether it’s men or women who are earn more.
READ THE BLOG

Refinitiv blog: Gender diversity: who’s in the chair?

What is the gender composition of chair people across the globe?
READ THE BLOG

Policy and regulation

Financial markets wrestle with Scope 3 requirements

As companies consider how to report Scope 3 emissions data, SEC chair Gary Gensler says methodologies aren’t as well developed as those for Scope 1 and 2.
READ THE BLOG

Refinitiv blog: U.S. SEC unveils landmark climate change risk disclosure rule">

The U.S. securities regulator on Monday 21 March unveiled a landmark proposal requiring U.S.-listed companies to disclose their climate change-related risks and greenhouse gas emissions.
READ THE BLOG

Green economy opportunities: the devil is in the data

Taking advantage of investment opportunities offered by the energy transition while complying with evolving regulations will depend on granular data backed by in-depth expertise.
READ THE BLOG

Latest videos

FTSE Russell and Ping An launch FTSE Ping An China ESG Index Series

FTSE Russell, an LSEG business, is pleased to announce its partnership with Ping An in creating the FTSE Ping An China ESG Index Series. The new index family combines Ping An’s China-specific ESG data and FTSE Russell’s leading China benchmarks, and is based on the FTSE China A Free Index, which is a comprehensive and representative benchmark of the China A Shares market.

Green equity exposure in a 1.5°C scenario: Applying climate investment trajectories with green revenues

Green investment needs to scale rapidly to limit the rise of global temperatures to 1.5°C, with recent studies estimating that between USD109-275 trillion is required by 2050. Drawing on the FTSE Russell Green Revenues data, our research explores the impact of these macroeconomic estimates on the listed equity markets and forecasts benchmarks’ green revenues exposure in the 1.5°C scenario.

Decarbonization in equity benchmarks: Smoke still rising

Investors are increasingly focused on tracking and reducing portfolio carbon emissions exposure. Our new research, in partnership with the UN-convened Net-Zero Asset Owners Alliance, analyses trends in carbon emission reductions from 2014-2020.

 
 
 
 

Partner with FTSE Russell to create your vital edge in sustainable investment

At FTSE Russell, our 20 years’ experience in the epicentre of sustainability allows us to combine expert data capabilities and a multidisciplinary team of thought leaders to drive innovation through our multi-asset class indexes, analytics and research, helping you to shape your sustainable investment strategies.

Dealing with income bias in sovereign ESG scores

Arne Staal, Global Head and CEO of FTSE Russell, speaks to the authors of this research to summarise its key findings and outline its importance in avoiding unintended consequences in ESG-tilted sovereign debt strategies.

Sustainable investment: not just an equity game

The authors of research paper ‘Sustainable investment – not just an equity game’, summarise the research, outline its importance for our clients and provide an overview of key findings.

FTSE Russell's Sustainable Investment Insights Q2 2022

What was the impact of the growth-to-value rotation and extreme market volatility in sustainable investment strategies in Q2? Marlies van Boven, Head of Investment Research, FTSE Russell, is joined by Maurice Versaevel, Investment Strategist, PGGM and David Harris, Global Head of Sustainable Finance Strategy at London Stock Exchange Group to discuss the main highlights from this quarter’s Sustainable Investment Insights report.

Investing in Climate Change

The time to invest in the climate transition?
We have seen an increase in climate investing and this video discusses why now, from regulation to COP26,and what is driving this investment strategy.

Latest research and blogs

FTSE Russell

The boundaries of sustainable investment

Blog
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Jun 6, 2023
For many investors, sustainable investment (SI) is still about setting the limits of the universe of stocks or bonds in a portfolio. And SI benchmarks are becoming increasingly sophisticated.   Read more

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