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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.

2019 State of Shared Value in Australia and New Zealand

A.T. Kearney

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.

Nestlé in Society: Creating Shared Value and meeting our commitments 2016


The Nestlé in society report, published alongside the company’s 2016 Annual Report, gives insights into the company’s progress in the areas of nutrition, water and environmental and social sustainability. Nestlé’s 42 commitments featured in the report guide their collective efforts to meet specific objectives. Driven by their company purpose to enhance quality of life and contribute to a healthier future, they have defined three overarching ambitions which will guide their work towards achieving our 2020 commitments and supporting the achievement of the UN Sustainabile Development Goals.

More Than 900 Examples of How Climate Change Affects Business

Harvard Business School

MBA students participating in Harvard Business School’s Climate Change Challenge offer ideas on how companies can negate impacts from a changing environment.

Financial Inclusion Action Plan for 2017


NAB has released their 2017 Financial Inclusion Action Plan, it details the activities the organisation is taking to tackle financial exclusion and improve the financial resilience of customers and the community, especially people on low incomes. Along with 11 other organisations, NAB have joined the Financial Inclusion Action Plan program developed by Good Shepherd Microfinance and partners EY, Centre for Social Impact and the Australian Government.