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Research and reports

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.

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.

The SDG Compass

UN Global Compact

A guide for companies on how they can align their strategies as well as measure and manage their contribution to the realisation of the SDGs. The SDG Compass presents five steps that assist companies in maximising their contribution to the SDGs: understanding the SDGs, defining priorities, goal setting, integrating sustainability and reporting.

SDG Industry Matrix

UN Global Compact

These industry reports showcase industry-specific examples and ideas for corporate action related to the SDGs including opportunities for shared value. Presented in a series of publications, each matrix highlights bold pursuits and decisions made by diverse companies for each SDG.

Benchmarking Impact: Australian Impact Investment Activity and Performance Report 2016

Impact Investing Australia

The first data-set of Australian impact investments has revealed a diverse market that is delivering positive financial returns and impacting the lives of tens of thousands of people, through job creation, disability support, education and renewable energy generation, among other outcomes. Released by Impact Investing Australia, Benchmarking Impact: Australian Impact Investment Activity and Performance Report 2016 presents the findings from analysis of impact investment activity and performance data for a data-set of Australian impact investments active as at 30 June 2015, with a total product value of $1.2 billion.