Approximately one third of signatories have less than US$2bn of assets under management, which brings challenges when they agree to sign up to the PRI. The PRI has a specific work stream dedicated to developing practical implementation support tools for signatories who may be resource-constrained.
About the work stream
The work stream has recently published a guide for asset owners on how to integrate environmental, social and governance (ESG) considerations in manager selection, agreements and monitoring. It has also produced guidance on how to write a responsible investment policy and how to communicate the business case for responsible investment.
Resources listed may require PRI signatory extranet access.
- Writing a responsible investment policy: Guidance for asset owners (Updated in 2015)
- Aligning Expectations: Guidance for Asset Owners on incorporating ESG factors into manager selection, appointment and monitoring (February 2013)
- Implementation of the PRI by small and resource constrained investors (June 2011)
- Responsible Investment in passive management strategies (January 2011)
In 2010 the PRI published a series of case studies on faith-based investors which cover topics that are also relevant for mainstream investors:
- The Central Church Fund of Finland: Developing RI activities through a dedicated project
- Church of Sweden: Creating mutual funds with responsible investment criteria
- Interfaith Center on Corporate Responsibility (ICCR): Collaboration on engagements through a membership organisation
- RRSE: Assisting small funds with engagements
- Church Investors Group: Setting up local investor organisations
- How can small AOs be responsible investors in pooled funds? (May 10 2012)
- How to take effective first steps as a responsible investor (November 2011)
- Meeting the challenge of reporting effectively on implementation of the Principles (April 2011)
- Collaboration on shareholder engagements (August 2010)
Previous PRI in Person sessions
- Implementing the Principles with limited resources (September 2011)
- Cost matters: what resources are needed for responsible investment implementation? (October 2010)