Research & Insights

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.

The new Taskforce on Inequality and Social-related Financial Disclosures (TISFD) aims to address the systemic risk posed by inequality by developing a global framework for managing social risks and opportunities. In this write-up of a recent P4P event, Pensions for Purpose explore TISFD's vision to foster stronger, more equitable societies, by integrating existing standards to provide a cohesive disclosure process for companies and investors, focusing on the economic and financial implications of inequality.

The time is now for moving from a financialized economy to one that supports real people everywhere, across both rural and urban communities, developed and developing countries, businesses of all sizes, and which produces products and services that sustain healthy, thriving societies. In this blog, we explore three broad overlooked contributors to inequality and how we might address them: (1) the structure of compensation; (2) market concentration; and (3) underpinning the first two issues, interpretations of risk, return, and value.