Overview | Responses and results | Reporting consultation

Reporting and Assessment overview

The PRI supports signatories reporting on their implementation of the Principles for Responsible Investment via an online reporting survey. Participation in this annual survey is one of the mandatory requirements for all asset owner and investment manager signatories (after a one-year grace period).

Signatories have been reporting their responsible investment activities through the PRI reporting survey for the last five years. Their responses and the aggregated results (published in the Report on Progress) can be found on the Responses and Results page.

After five years the PRI initiated a review of the framework. This page will provide more information on the objectives of the new Reporting Framework and the timeline of the pilot. The new reporting framework will replace the 2011 survey. If interested, the questions and background information on the previous 2011 survey can be found below.

Objectives of new reporting framework

• Accountability of the PRI: In response to increasing demand for further accountability and transparency of the PRI initiative and its signatories, the annual reporting process will include the public disclosure of a core set of questions for all investor signatories (from 2013 onwards).
• Signatory transparency: The survey will deliver a detailed summary of the responsible investment activities of PRI signatories. The online survey will produce a set of user-friendly off-the-shelf reports to present to different audiences.
  
• Signatory assessment: The reporting will also deliver a confidential assessment report that will allow signatories to measure their performance.

Developing the new framework

To achieve these objectives, the PRI Secretariat initiated a process to develop a draft reporting framework in conjunction with a group of experts (the Technical Committee), asset class and regional committees and other key stakeholders. This draft was presented for open public consultation and a number of other outreach activities were conducted by the PRI to collect feedback. More information on the consultation feedback and the way forward can be found on the Reporting consultation page.

Process

The survey in 2012 will be a pilot and voluntary for signatories to report on.  Broad participation in the pilot will give the PRI the necessary feedback on the practical implementation of the developed framework. Additionally, it will enable signatories to align their reporting processes with the new reporting framework and will help them prepare better when the survey becomes a mandatory requirement in 2013.

The offline version of the pilot survey will be available from March/April 2012, while the online survey will be launched in June 2012. The deadline for completion will be six weeks later.

The PRI will launch an assessment/benchmarking consultation in March/April 2012 to collect feedback on the assessment methodology. A subset of our signatories who respond to the 2012 pilot will be contacted to participate in testing the assessment methodology.

Timeline

Background documents

2011 Offline Survey
2011 User Manual