Banking and Finance
Reports concerning sustainability issues and the banking and finance sector.
21st Century Engagement: Investor Strategies for Incorporating ESG Considerations into Corporate Interactions
May 28, 2015
- 21st Century Engagement: Investor Strategies for Incorporating ESG Considerations into Corporate Interactions is a guide for U.S. institutional investors on engaging with companies and policymakers on sustainability issues and includes tactics and case studies from 37 engagement experts spanning six countries.
Investor Network on Climate Risk: Year in Review 2014-2015
May 27, 2015
- The 2014-2015 INCR Year in Review highlights the key activities, events and initiatives that INCR members and Ceres have undertaken from June 2014 through early 2015.
Ceres Annual Report 2014
May 15, 2015
- Ceres began as a bold experiment 25 years ago, with just a few investors who envisioned a different way for companies and the capital markets to behave. At the time, our idea was radical: We set out to create a new sustainable business model that could protect the health of the planet and the long-term well-being of its people—all while strengthening, not limiting, our global economy.
Investor Listing Standards Proposal: Recommendations for Stock Exchange Requirements on Corporate Sustainability Reporting
Mar 26, 2014
- This document is a proposal and set of investor recommendations on a stock exchange listing standard focused on corporate sustainability disclosure. The aim of the proposal is to establish key elements of a minimum global standard for corporate sustainability reporting.
Cool Response: The SEC & Corporate Climate Change Reporting
Feb 06, 2014
- This report examines the state of corporate reporting and associated SEC comment letters on climate change. It also provides recommendations for the SEC and companies on improving the quality of reporting.
Investing in the Clean Trillion: Closing The Clean Energy Investment Gap Executive Summary
Jan 15, 2014
- An executive summary of the Ceres report Investing in the Clean Trillion: Closing The Clean Energy Investment Gap.
Investing in the Clean Trillion: Closing The Clean Energy Investment Gap
Jan 15, 2014
- In 2010 world governments agreed to limit the increase in global temperature to two degrees Celsius (2 °C) above pre-industrial levels to avoid the worst impacts of climate change. To have an 80 percent chance of maintaining this 2 °C limit, the IEA estimates an additional $36 trillion in clean energy investment is needed through 2050—or an average of $1 trillion more per year compared to a “business as usual” scenario over the next 36 years. This Ceres report provides 10 recommendations for investors, companies and policymakers to increase annual global investment in clean energy to at least $1 trillion by 2030—roughly a four-fold jump from current investment levels.
Guide for Responsible Corporate Engagement in Climate Policy
Nov 14, 2013
- This report is designed to help companies inform and accelerate the policies most urgently needed to support a stable global economy. And it is designed to help businesses engage in national and international debates.
The 21st Century Investor: Ceres Blueprint for Sustainable Investing
Jun 26, 2013
- Unprecedented risks to the global economy make this a challenging time for the 21st century investor—institutional asset owners and their investment managers—most of which have multi-generational obligations to beneficiaries. Climate change, resource scarcity, population growth, energy demand, ensuring the human rights of workers across global supply chains, and access to fresh water are some of the major issues challenging our ability to build a sustainable economy, one that meets the needs of people today without compromising the needs of future generations.
Power Factor: Institutional Investors’ Policy Priorities Can Bring Energy Efficiency to Scale
May 21, 2013
- Research shows climate change could impose a multi-trillion dollar burden on the global economy and contribute ten percent of overall risk within institutional investment portfolios. Institutional investors, who manage tens of trillions of dollars globally, are actively looking for ways to mitigate these climate-related risks. Energy efficiency offers one such opportunity for institutional investors to manage the risks of climate change while earning a competitive rate of return on their investment.
Water Ripples: Expanding Risks for U.S. Water Providers
Dec 11, 2012
- As numerous western states are considering massive new water supply projects, a new Ceres report is suggesting caution. Citing shrinking federal funds, uncertain water demand and declining revenues to pay for the projects, the report recommends that utilities move carefully before embarking on major pipelines, reservoirs and other new infrastructure that will create financial risks for investors and utility customers alike.
Multiplying Our Impact: Ceres 2009-2010 Annual Report
Nov 20, 2010
- November 2010 - This Ceres Annual Report highlights the remarkable achievements that we have made over the past year in working to build a sustainable global economy. It highlights our successes in four of today's most pressing sustainability issues: the scarcity of water, the need to replace fossil fuels with clean energy, supporting human rights and combating climate change. Ceres' Annual Report also includes case studies of the achievements we have made with our partners, including Oxfam America, Ford Motor Co. and the California Public Employees' Retirement System.
Mutual Funds and Climate Change: Growing Support for Shareholder Resolutions 2010
Jun 01, 2010
- June 2010 - This year’s report evaluates proxy votes on climate change shareholder resolutions by 46 leading mutual fund families, with collective assets under management totaling more than $5 trillion. The analysis covers 17,834 proxy votes cast from 2004 to 2009 on 96 climate-related shareholder resolutions.
2009 Ceres-ACCA Reporting Awards Judges Report
Apr 01, 2010
- April 2010 - Ninety-three sustainability reports from companies and organizations, representing over 20 sectors, were submitted for review this year. Of these, fourteen reports were short-listed and an expert panel of judges met in January 2010 to select the award winners.
2010 Investor Summit on Climate Risk Final Report
Feb 10, 2010
- To highlight the enormous opportunities of this transition and to assess the need for climate change policy, Ceres, the United Nations Office for Partnerships, and the United Nations Foundation co-hosted the fourth Investor Summit on Climate Risk at the United Nations on January 14, 2010. The Summit brought together more than 520 financial, corporate, and investor leaders with more than $22 trillion in combined assets. Speakers from the investment community, business, labor, and government highlighted the fact that private investment in climate change solutions is crucial for addressing the climate crisis and will not happen at the necessary scale without strong climate and energy policies that limit emissions and put a price on carbon.
Investors Analyze Climate Risks and Opportunities: A Survey of Asset Managers' Practices
Jan 10, 2010
- January 2010 - The report highlights specific best practices that asset managers are using to incorporate climate risks into their due diligence, corporate governance and portfolio valuation. It also outlines questions that institutional investors can be asking asset managers – in requests for proposals (RFPs) and in annual performance reviews – to better ensure that managers are giving climate change risks and opportunities the attention they deserve.
Investor Progress Report: Results Achieved Since the 2008 Institutional Summit on Climate Risk
Jan 10, 2010
- At the third Investor Summit on Climate Risk at the United Nations in February 2008, more than 50 leading U.S. and European institutional investors representing $1.75 trillion in assets announced a new Action Plan, committing to boosting investments in energy efficiency and clean energy technologies, requiring tougher scrutiny of carbon-intensive investments that may pose long-term financial risks, and pledging to support strong policy action on climate and energy
Fast Forward: Ceres Annual Report 2008-2009
Dec 08, 2009
- December 2009 - This report highlights Ceres' 20 year history of building sustainability into capital markets and lays out our vision for reaching a truly sustainable economy by 2020. Told through the lens of our four key pillars for success - Ensuring Honest Accounting, Setting New Standards and Expectations, Accelerating Green Innovation and Changing the Rules of the Game - this report explores Ceres current work and asks the crucial questions we need to answer if we are going to accelerate systemic change to address climate change and other sustainability threats.
Addressing Climate Risk: Financial Institutions and Emerging Markets
Sep 08, 2009
- September 2009 - The results of the survey show that emerging market banks recognize the challenges from climate change and are beginning to position themselves for its wide-ranging risks and opportunities, whether from carbon-reducing regulations, international carbon trading schemes or far-reaching physical impacts.
Reclaiming Transparency in a Changing Climate
Jun 03, 2009
- June 2009 – This report, by Ceres, CEES and Environmental Defense Fund, reviews over 6,000 SEC filings by S&P 500 companies from 1995 to 2008. While the study finds some modest improvement in climate risk disclosure since 1995, in 2008 75% of annual reports filed by S&P 500 corporations failed to even mention climate change and only 5% articulated a strategy for managing climate-related risks.