US Based Financial-Services GRC Firm
Impact Story • Responsible Investment Benchmarking

Responsible Investment Benchmarking for Australian Superannuation Funds

Key Outcomes

Responsible Investment

Responsible Investment Governance

Greater Transparency

Portfolio Risk Exposure

Stakeholder Dialogue

Civil Society & Investor Engagement

Actionable Insights

Policy & Stewardship Gaps

Overview

SustainoMetric expanded an existing sustainability data relationship into a broader engagement supporting client's ESG data, private equity consulting, and regulatory teams.

Over four years, SustainoMetric operated as an extension of client’s internal teams, providing dedicated capacity, sustainability expertise, process development, and technology-enabled delivery.

What SustainoMetric Delivered

  • check_circle Designed a benchmarking framework and maturity matrix to assess superannuation funds across policy, screening, stewardship, transparency, and impact.
  • check_circle Reviewed responsible-investment policies, portfolio exposure, stewardship disclosures, voting practices, and public reporting.
  • check_circle Engaged 20 superannuation funds to validate findings, clarify policies and practices, and refine assessments.
  • check_circle Identified gaps between stated responsible-investment commitments and implementation in practice.
  • check_circle Developed a repeatable assessment methodology for future benchmarking cycles and trend monitoring.
  • check_circle Produced public benchmarking reports, confidential fund-level profiles, peer-comparison scores, and senior decision-maker briefings.

Engagement Details

Client Alliance for Gambling Reform
Client Type Civil-society organisation
Engagement Responsible-investment benchmarking, social-risk research, portfolio analysis, institutional investor engagement, stewardship assessment

Outcomes Delivered

  • trending_up Strengthened the evidence base for responsible-investment governance.
  • bolt Improved transparency around portfolio exposure to gambling-related risks.
  • group_add Supported dialogue between civil society and institutional investors.
  • psychology Provided funds with structured insights on gaps in policy, stewardship, and implementation.

Industries

Asset Managers NGOs & Think Tanks Impact Investors & Foundations

Relevant Capabilities

Investor Benchmarking Portfolio Analysis Stewardship Research Investor Engagement Methodology Development

Themes

Social Risk Gambling Harm Responsible Investment Stewardship Exclusions