The responsible investing discipline has undergone a spectacular transformation in recent years. There are a number of challenges that investors face in integrating ESG into investment decisions and undertaking constructive dialogues with company management. The results of the PRI’s 2012 reporting and assessment survey suggest only 43% of investment managers are integrating environmental, social and governance (ESG) issues in their investment decision-making processes for listed equities in developed markets.

About the work stream

Support for implementing responsible investment within listed equities has been part of the PRI since its inception. Support has taken many forms over the years, including webinars, PRI in Practice articles, case studies, research reports, guidance documents and events. Specifically for Principle 2, 3 and 5 the Clearinghouse platform  enables signatories across the world to engage collaboratively with investee companies and policy makers.

Get involved

The PRI convened a working group in September 2011 to explore the integration of ESG issues in listed equity. The working group was established in response to demand from signatories for more guidance and debate on some of the issues in this area. The specific interest of the group is how the integration of ESG factors can help inform a judgment of the fundamental value of a company.

Following the recent publication of a leading review of integrated fundamental analysis by the working group (see Publications, below), and in response to demand from both the research and investor community, the working group is now making a call for new submissions of integrated research. A selection of leading industry case studies will be published as a six-month update to the review and will also be considered for presentation at PRI in Person in Cape Town this October. Please click here for more information and application requirements.