Research & Insights

We are in the polycrisis and a time of deep uncertainty, where the reliability of predictive models based on history is being called into question, and where new ways of thinking are essential to address the complexity of interconnected systems. After six years we have a strengthened conviction that our original thesis is correct – to address the polycrisis, we must co-create solutions together with stakeholders from all walks of life. And to do this, we must address economic inequality and rising polarization.

This Playbook provides an analytical approach to advancing employee ownership (EO) across seven countries in the sub-continent, offering insights that can be adapted to other EMDEs where EO remains underutilized. The Playbook highlights the potential of EO to create more inclusive and resilient economies, particularly in emerging markets where wealth concentration and economic inequality remain pressing challenges from within and across countries. By giving workers a direct stake in the success of the businesses they help build and sustain, EO can drive long-term prosperity, improve business performance, and strengthen communities.

An iterative blueprint for capital market actors, policymakers, and regulators to explore how capital markets can play a transformative role in building a regenerative and inclusive economy by realigning financial value with real-world value.

The Financing for Development Addis Ababa Action Agenda calls for increased private finance, debt sustainability, and an enhanced focus on addressing systemic issues and financial stability to support economic growth in Emerging Markets and Developing Economies (EMDEs). However, barriers to adequately priced capital for EMDEs remain high.  This session explored the proposition that, in order to incentivize sustainable investment in EMDEs at scale, investors need to understand the systemic and/or systematic risks of not allocating such capital. Significant research has been conducted on the overlooked opportunity of investing in these markets. However, according to dominant market interpretations of risk, investors typically believe they can achieve comparable or stronger returns in developed markets with less risk than EMDEs.

This paper, in which the Predistribution Initiative contributed, considers the different mechanisms through which socio-economic inequality can affect financial markets and the private sector, as well as the incentives for participants interested in reducing socio-economic inequality.

As part of the Sorenson Global Impact Leaders, our Executive Director, Delilah Rothenberg contributed to the "What’s Next in Impact?" report where thought leaders and impact practitioners share suggestions on how we can work together to achieve a sustainable, resilient, and thriving future.

A collaboration with Impact Frontiers (IF) on the Investor Influence project (formerly named Investor Contribution 2.0) which takes an expansive view of the multifaceted ways investors shape outcomes for stakeholders and the natural environment and recommends that these considerations should be an embedded part of investors’ impact management approaches.

There has been a growing cadence of convenings, panels and publications focused on scaling investment and financing strategies to build wealth and influence for workers and communities in impactful ways across North America. These strategies include a focus on shared ownership of enterprise, shared ownership of real assets, and individual ownership of assets. This report provides key takeaways from the Ownership Lens Investing Movement virtual convening.

A recent webinar co-hosted by the manager of the UK railways pension schemes, Railpen, and the Predistribution Initiative (PDI), themed "Perspectives on Workforce Directors – Opportunities & Challenges", explored the potential and hurdles of integrating workforce directors into corporate boards.