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Responsible investment in infrastructure: a compendium of case studies (509 KB | 31 pages)
This compendium highlights how PRI signatories implement
responsible investment practices in
infrastructure investment. The report begins
with an overview of the specific characteristics
of infrastructure investments and discusses what responsible investment means in this
asset class.
Published 2011 |
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Annual Report 2011 (2.9 MB | 28 pages)
The 2011 PRI Annual Report captures the activities of the
PRI Initiative from August 2010 – July 2011.
Published 2011 |
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Report on Progress 2011 (5.2 MB | 72 pages)
This report captures the aggregated results of the PRI's annual survey.
It explains how hundreds of investors across the world managing close
to US$ 30 trillion are implementing the six Principles. It also presents
the latest global trends emerging around responsible investment.
Published 2011 |
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Implementation of the PRI by small and resource constrained investors (2 MB | 28 pages)
This report provides examples of how small and resource-constrained investors can implement the PRI Principles. It shows that resource-constraints are not an obstacle for being a responsible investor.
Published 2011 |
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An investors' perspective on environmental metrics for property (669 KB | 12 pages)
This study argues that environmental property metrics users and suppliers must bridge the gap that separates them to successfully measure the environmental performance of property portfolios and related improvement activities.
Published 2011 |
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Responsible investment in private equity: A guide for limited partners (636 KB | 29 pages)
This guidance document helps limited partners to develop their own approach to responsible investment in private equity. The document can apply to any private equity investments, including venture capital, growth, mid-market,
buy-out, mezzanine, co-investments, secondary investments, distressed and special situations, and funds
of funds.
Published 2011 |
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Implementing responsible property investment strategies (1.5 MB | 16 pages)
The fourth in a series of toolkits produced by the Property Working Group of the United Nations Environment Programme Finance Initiative (UNEP FI). This toolkit outlines a set of core issues that property investors may wish to consider when implementing an RPI strategy within their organisation, focusing on how an approach and related policy may be translated into practice.
Published 2011 |
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Responsible investment in passive management strategies (518 KB | 24 pages)
This report takes a snapshot of how responsible investment within passive management is currently interpreted. It also provides some initial ideas for how investors can develop their own approaches to this challenge.
Published 2011 |
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Responsible investment in commodities:
The issues at stake and a potential role for
institutional investors (637 KB | 52 pages)
This report summarises findings from a research project focussing on the environmental,
social and corporate governance issues involved in commodity investments.
The report lists a series of possible actions for responsible investors and areas for further research and engagement by investors.
Published 2011 |
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Universal ownership: Why environmental externalities matter to institutional investors (1.2 MB | 12 pages)
This report calculates the cost of global environmental damage in 2008 and the estimated cost of environmental damage in 2050. It discusses also why this is important for companies and investors, and the possible action for investors to take.
Read the full-length report (Published 2011)
Read the executive summary (Published 2010) |
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Report on Progress 2010 (530 KB | 60 pages)
This report summarises signatories’ responses to the annual Reporting and Assessment questionnaire. The results are presented alongside case studies of how investors are implementing individual principles.
Published 2010 |
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Annual Report 2010 (1.9 MB | 24 pages)
This Annual Report provides a summary of the PRI Initiative’s progress from July 2009-August 2010. It also highlights how the Initiative helps signatories develop processes for incorporating ESG issues and improve corporate behaviour.
Published 2010 |
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Guidance document on responsible business in conflict affected and high-risk areas (1.3 MB | 48 pages)
This report offers guidance to companies operating in areas affected by weak governance and conflict. The document also aims to be a point of reference to assist future collaborative engagements by investors with investee companies in this context.
Published 2010
Chinese version |
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Catalysing low carbon growth in developing economies (2.0 MB | 28 pages)
Public Finance Mechanisms (PFMs) have the potential to leverage large quantities of private finance through smart public investment at scales beyond the carbon markets. This report provides evidence of what has made such mechanisms work successfully in the past and suggests how PFMs could best be deployed to leverage private investment at scale to create a global low-carbon economy.
Published 2009 |
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PRI Report on Progress, 2009 (3.4 MB | 60 pages)
This report is based on responses provided by signatories to the PRI's annual Reporting and Assessment questionnaire. The results show steady progress among the signatory base as a whole, while highlighting challenging areas of implementation within some Principles, markets and asset classes.
Published 2009
Press release |
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PRI Annual Report, 2009 (1.2 MB | 28 pages)
This Annual Report provides a summary of the progress of the PRI Initiative from 1 June 08 - 31 May 09. It provides a window into the activities of the Initiative, and how it is helping investors to improve corporate behaviour on issues such as corporate governance, transparency, human rights, and climate change. It also highlights how the Initiative helps its signatories develop processes for incorporating ESG issues across a variety of investment processes.
Published 2009 |
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Fiduciary responsibility II: Legal and practical aspects of integrating ESG issues into institutional investment (2.5 MB | 92 pages)
This report is a sequel to the UNEP FI Asset Management Working Group's landmark 2005 "Freshfields Report" and provides a legal roadmap for fiduciaries looking for concrete steps to operationalise their commitment to responsible investment. It was released in the run-up to the PRI in Person event in Sydney in 2009.
Published 2009 |
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Responsible investment in private equity: A guide for Limited Partners (380 KB | 16 pages)
This report provides suggestions on how the PRI Principles could be applied to private equity. It aims to help Limited Partners (LPs) assess the extent to which a General Partner's investment and ownership processes are consistent with the LP's own commitments as a PRI signatory. Its scope addresses engagement and information that an LP can consider both before investing in a fund and during the life of that fund.
Published 2009
French version
Press release |
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Responsible investment in private equity: Case studies (584 KB | 24 pages)
This report presents case studies from the perspective of private equity firms (General Partners) that want to build better companies and that are working with their General Partners. The aim of these case studies is two-fold. First, they are intended to help support the implementation of responsible investment in private equity through sharing best practice. The second purpose is to help raise awareness that responsible investment is ultimately a component of fiduciary duty.
Published 2009
French version
Press release |
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 | Building responsible property portfolios (417 KB | 16 pages)
This report helps PRI signatories understand how they can apply the Principles to property assets through responsible property investing. It does so by highlighting the work of leading practitioners.
Published 2008
Japanese version
French version |
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Investor leadership on climate change (1.2 MB | 40 pages)
This report offers an analysis of the investment community's role on climate change, and takes a snapshot of investor activity on the issue. The leadership roles for investors arising from the climate challenge and some of the activities already going on in these areas, along with best practice are highlighted.
Published 2009
Press release |
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PRI Report on Progress, 2008 (1.9 MB | pages 52)
Based on the results of the PRI Reporting and Assessment process undertaken in 2007, this report provides an extensive guide to the responsible investment approaches to investment decision making and ownership practices within a significant segment of the institutional investment industry. In particular, it provides insight into the progress achieved by signatories over the course of 2007 as well as specific examples of best practices and implementation.
Published 2008
Press release |
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PRI Report on Progress, 2007 (1.1 MB | pages 40)
This first report from the PRI captures how investors were integrating environmental, social and governance (ESG) issues within investment decision making and ownership practices. It is intended to be a reference manual that signatories can use on an ongoing basis as they implement the Principles.
Published 2007
Press release |
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Demystifying responsible investment performance, 2007 (1.2 MB | 82 pages)
The report features influential and award-winning studies from the academic community and renowned brokerage firms analysing responsible investment performance at both the company/stock and fund/portfolio level, and bolstering the materiality of environmental, social and governance factors.
Published 2007 |
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Responsible investment in focus: How leading public pension funds are meeting the challenge, 2007 (1.0 MB | 85 pages)
This report contains 15 case studies offering a snapshot of some of the most advanced approaches to responsible investment around the world. It is intended to serve as practical guidance for the institutional investment community, particularly trustees of pension funds, foundations and life insurers, and their agents, on how and why leaders integrate environmental, social and governance considerations into their investment processes.
Published 2007 |
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Show me the money: Linking environmental, social and governance issues to company value, 2006 (516 KB | 60 pages)
This report publishes the work of ten sell-side brokerage houses. Analysts were given a free hand to cover the areas they felt to be the most important. CRA RogersCasey, a US-based investment consultancy firm, was also invited to comment on whether the documented ESG links to financial value in the research submitted were strong enough to make a convincing case for mainstream investors.
Published 2006 |
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A legal framework for the integration of environmental, social and governance issues into institutional investment, 2005 (1.0 MB | 154 pages)
Freshfields Bruckhaus Deringer, an international law firm, were asked to consider whether institutional investors such as pension funds and insurance companies are legally permitted to integrate environmental, social and governance issues into their investment decision-making and ownership practices.
Published 2005 |
