Reporting and Assessment

The PRI Initiative supports signatories’ efforts in their implementation of the Principles for Responsible Investment through the annual reporting and assessment process. Reporting is one of the mandatory requirements for all asset owner and investment manager signatories (following a one-year grace period for new signatories).

Reporting and assessment objectives

The Reporting Framework was recently redesigned following the largest consultation process in PRI history.

The framework has been designed to achieve three main sets of objectives:

  1. Accountability of the PRI: to ensure accountability of the PRI initiative and its signatories.
  2. Signatory transparency: to encourage signatory transparency on responsible investment activities.
  3. Signatory assessment: to provide tools to allow signatories to measure their own performance with objective indicators.

The framework meets the above goals by providing a set of standardised indicators relevant and to the point for all investors, with separate pathways for direct and indirect investors and specific asset class modules. Since the 2013/14 reporting cycle, signatories have been required to report via an online tool and disclose a subset of these indicators on the PRI website. More details on the framework can be found on the Reporting Framework page.

By reporting via the online tool signatories receive three valuable outputs: ready-made RI Transparency Reports, Assessment Reports and the Annual Report on Progress. More details on the outputs can be found on the reporting outputs page.

Signatories that would like more information on what is required and when can visit the reporting process page which explains timing and other details or they can download the Reporting and Assessment Brochure.

A series of webinars were held to provide signatories with more information on their Assessment Reports and methodology. A recording is available here.