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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.

Investing for Shared Value: A framework to assess results for business and society

LBG (UK) and Corporate Citizenship, 2015

This paper proposes a new framework for shared value and presents a companion assessment too. The framework defines what shared value activity is, with criteria for inclusion, and the tool provides guidelines for valuation. The paper especially draws on the work of of Barclays, BT, Co-operative Group, Diageo, GSK, Royal Bank of Scotland, SABMiller and Unilever, who came together to help LBG explore ways to define and measure the investments they are making in business activities with high social impacts. Find out more about LBG Australia & New Zealand.

Ministerial Statement on Engaging the Private Sector in Aid and Development: Creating Shared Value Through Partnership

Australian Department of Foreign Affairs and Trade (DFAT), 2015

Engaging the Private Sector: Creating Shared Value Through Partnership invites business to work with the Australian Government to collaborate with the aid program and implement sustainable solutions that tackle development challenges whilst delivering commercial returns. The Strategy recognises the private sector as a driver of economic growth, incomes and jobs, and as a partner for government to achieve more effective and sustainable aid outcomes.

2015 ‘State of Shared Value in Australia’ survey report

Shared Value Project & Social Ventures Australia, 2015

The Shared Value Project and Social Ventures Australia present the findings from the inaugural ‘State of Shared Value in Australia’ survey. This first ever survey targeted a combination of ASX 100 companies and organisations with a demonstrable experience or interest in creating shared value to develop a baseline understanding of the current state of shared value in Australia.

Shared Value in Australia

Social Outcomes, 2015

Shared Value in Australia describes how our unique market and context will drive uptake from pioneering Australian businesses who have identified the opportunity to grow their business, markets, and revenue streams – through innovations that reduce social and environmental problems.

Business Strategy Reimagined: A Paradigm Shift Based on ‘Creating Shared Value’

Dr Ingo Böbel, International University of Monaco, 2015

In this paper, Dr Bobel discusses the changing nature of business strategy itself, and how we have seen a paradigm shift to ‘Strategy 2.0’, focusing on the ultimate business goal of making a “good scalable profit” lead by the shared value movement. Dr Bobel refers to examples of this transition in practice with global case studies and references the work of the Shared Value Initiative and shared value activity in Australia.

Extracting with Purpose: Creating Shared Value in the Oil and Gas and Mining Sectors’ Companies and Communities

FSG, 2014

This research highlights how companies in the oil, gas and mining fields can create shared value by pursuing opportunities that tie business success to the prosperity of host communities and countries, often working in collaboration with governments, multilateral institutions, not-for-profit organisations, and even competitors. Actual examples from a range of operators—Anglo American, BHP Billiton, Rio Tinto, Chevron, Pacific Rubiales, Shell, and more—illustrate a menu of opportunity for the sector and its key players.

Banking on Shared Value: How Banks Profit by Rethinking Their Purpose

FSG, 2014.

Drawing on the experiences and insights of leading practitioners from the banking industry, including the National Australia Bank and Bendigo-Adelaide Bank, this paper highlights opportunities for banks to create shared value and demonstrates how banks can capitalise on those opportunities by leveraging their unique expertise and resources while flexing in new ways that will be essential to their success in the 21st century.

The New Role of Business in Global Education

FSG, 2014

This report explores the innovative ways that leading companies are taking to put education at the core of their corporate strategy. FSG’s findings, based on interviews with more than 50 global business and civil society leaders, highlight how companies across industries and geographies are creating shared value by filling unmet educational needs, improving student outcomes, and overcoming workforce constraints in ways that bring economic benefits back to the company.

How Can We Monetize Shared Value?

Marc Pfitzer, Valerie Bockstette, Mike Stamp, Angela Barmettler, Shared Value Initiative, 2014

As shared value becomes more established as a concept, measurement practices around corporations and their social impacts are also emerging. But as Marc Pfizer demonstrates, there is disagreement on how we can measure and monetize shared value. At this pivotal moment we’re looking to you, the Shared Value community, for your reflections and guidance on the thoughts below.

Innovating for Shared Value

Marc Pfitzer, Harvard Business Review, 2013

Company leaders recognize that social problems present significant limitations to their operations as well as vast opportunities for growth, but many are struggling to design and implement shared value initiatives that deliver both social and business benefits. A study of 30 companies that have adopted a shared value approach resulted in a framework of 5 key elements required to successfully create shared value.