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Taking shared value forward means staying informed of the latest developments in the purpose sector. That is why we collate the most recent research from our region and beyond to keep your finger on the pulse.

The Social Ecosystem Dilemma

Shared Value Initiative

In today’s complex world, companies everywhere are confronting long-entrenched social or environmental problems that have major financial consequences for the company and its shareholders yet cannot be addressed by normal business practices. This report addresses how the social ecosystem limits shared value and describes a five-step process to ecosystem change

Where ESG Fails

Michael E. Porter & George Serafeim & Mark Kramer

Despite countless studies, there has never been conclusive evidence that socially responsible screens deliver alpha. A better model exists, argue Harvard Business School luminaries Michael Porter, George Serafeim, and Mark Kramer.

The Business Imperative to Improve Mental Health in Australia

PwC, Shared Value Project

This report showcases the business opportunity in pushing beyond reactive measures and compliance in mental health, to reap the financial returns and resilience that comes with combatting one of Australia’s most pressing issues.

2019 State of Shared Value in Australia and New Zealand

A.T. Kearney, Shared Value Project

Five years after launching the Shared Value Project in the Asia Pacific, this important business strategy continues to gain momentum.

Shared Value Measurement Guide

Andrew Hamilton & Phil Preston

This guide will help you discover how to begin measuring shared value? What do you need to know? What literature is out there to support your measurement process?

Insuring Shared Value

Shared Value Initiative

Using examples from pioneering companies around the globe ‘Insuring Shared Value: How Insurers Gain Competitive Advantage by Better Addressing Society’s Needs’ makes the case for insurers to pursue shared value. The research has uncovered three major opportunities for insurers to create shared value aligned to the role of insurers as risk manager, risk carrier, and asset manager.

Can Insurance Companies Incentivize Their Customers to Be Healthier?

Harvard Business Review

Insurers have a unique opportunity to align their commercial interests with encouraging preventive behaviors. By employing a “shared value” model, insurers, along with public services, can directly “monetize” better individual behavior as healthier or safer individual outcomes, lower claims costs, and improve risk pools, which can be translated into lower-priced premiums and a competitive advantage in the marketplace.


Ever wanted to create a shared value project but didn’t know where to start? Based on the shared value worksheet developed for the 2016 Forum, SVGO contains ten ready-to-go projects to adopt into your organisation – or use as inspiration to create your own. Created in collaboration with IAG and the Republic of Everyone.

What is Shared Value and How Does it Help Me?

Phil Preston

For a primer on shared value –  where business goes hand-in-hand rather than head-to-head with society to create meaningful, sustained and positive change – you can download Phil’s (free) e-book.

Annual Review of the State of CSR in Australia and New Zealand 2017


The annual State of CSR series is the largest ongoing study of CSR practices, trends and capabilities in this part of the world. This year’s report explores the theme of “Re-imagining Sustainable Value”. It builds on the ground work from the 2016 Annual Review, which examined the uptake of the Sustainable Development Goals (SDGs) in Australia and New Zealand. This year’s research presents the most up to date insights on how companies are addressing the SDGs, CSR priorities for the year ahead, trends in sustainability reporting and much more.