Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. For more context, our research paper, Beneath the Surface of Responsible Investing, takes a deeper look at the investment merits of different managed fund approaches applied in New Zealand, Australia, the United States, and Europe. 

We bring you the RIPPL Sluice to provide examples of responsible investment in action every month. 

Integrating natural capital and biodiversity in the investment process

Investors, companies, and other stakeholders need better ways to value the “natural capital” of ecosystems. We depend on natural capital and biodiversity for much of our lives and livelihoods. We as humans have historically done a poor job of putting a value, much less a price, on the “ecosystem services”—such as clean water, air, timber, fisheries, and pollination—that are the foundation for human life on earth.

Investors, companies, policymakers, and civil society are beginning to realize the need to better value and manage these resources as we see the negative impacts natural capital issues, such as climate change, water scarcity, and ocean health, can have on our lives and our investments.

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ESG research can’t be bought

Lazard Asset Management contends that third-party research can help build a baseline or take a quick survey of some key variables—historical emissions and carbon intensity are good examples. But analysing future targets and emissions is another story. While some providers do make quantitative estimates, they often find the modelling lacks proper granularity. Broadly, this is something Research IP agrees with. There are so many nuances and the landscape is ever changing. There are some interesting observations throughout the paper on other matters too.

What do you think? Can ESG research be bought?

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Cryptoassets: beyond the hype

What do movie star Matt Damon, NFL quarterback Tom Brady, and rapper Snoop Dogg have in common?

They were among the many celebrities who endorsed cryptoassets before crypto’s dramatic downfall. Not surprisingly, crypto’s famous promoters never addressed the fundamental investment case. But now the spectacular collapse of FTX could lead to the opposite error, replacing naïve exuberance with irrational fear.

To delve deeper, the authors of a new CFA Institute research report interviewed leading experts for their perspectives. Cryptoassets: Beyond the Hype provides a timely contribution to the debate, identifying key considerations for investors and policymakers.

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Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact for investors and the broader industry.

We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, everybody should.

Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.

Would you like to see research on a Managed Fund, then enquire here?


Photo credit: CFA Institute, Lazard Asset Management

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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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