Introduction to responsible investment for asset owners

In the decade since the launch of the Principles for Responsible Investment (PRI), responsible investment has entered the mainstream. This document introduces some of the discipline’s main concepts and methodologies.

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  • AO ESG consultant_2500x1250px

    Investment consultants and ESG: An asset owner guide

    Investment consultants advise on how trillions of dollars are invested worldwide, but most consultants are failing to consider the role that environmental, social and governance (ESG) issues play in investment performance – despite growing evidence demonstrating the financial materiality of ESG issues to portfolio value.

  • RI-TOOL-Banner

    RI Review Tool

    What is the RI review tool? It’s a self-assessment survey tool for asset owner boards to test and strengthen their responsible investment approach.

Heading the investment chain, asset owners set the direction of markets. The PRI works with asset owners to:
  • champion ESG incorporation throughout organisations;
  • enable asset owners to effectively oversee and monitor investment managers and others;
  • demonstrate how long-term global trends will shape the investment environment of tomorrow;
  • establish that asset owners’ duties to their beneficiaries extend beyond the risk/return profile of their investments to include making decisions that benefit the world beneficiaries live in.



To hear more about our asset owner work, contact us.


How to include ESG considerations in every step of the investment process:

How to craft an investment strategy and consider real-world impact cover

Investment strategy

Asset owners should craft a clear and explicit investment strategy that comprehensively considers: all long-term trends affecting their portfolios, how the fund fulfils the asset owner’s fiduciary duty and how it can operate as efficiently as possible for beneficiaries and other stakeholders.

Investment policy: process and practice cover

Investment policy

By formalising an investment process in a policy, asset owners differentiate emotions from facts when making investment decisions, keeping a relentless focus on performing in line with their investment strategy in an evidence-based manner.

Embedding ESG into SAA frameworks cover

Strategic asset allocation

This discussion paper explores the potential ways in which environmental, social and governance (ESG), or sustainability issues in general, can be embedded into strategic asset allocation (SAA) decision-making processes.

selection guide

Selecting, appointing and monitoring managers

An asset owner should ensure that a coherent set of expectations is communicated to agents acting on their behalf, and can align incentive structures with these expectations.

Asset Owner Advisory Committee

The Asset Owner Advisory Committee is a vital means of communication between asset owner signatories and the PRI.
Committee members are involved in steering all asset owner work at the PRI, including consulting on ESG integration in investment strategy and policy, and in selecting, appointing and monitoring fund managers.

Members of the group can be found here

PRI Data Portal

PRI Data Portal: Explore signatories' reporting data

Asset owners and investment managers can easily search, group and request access to private Transparency Reports and Assessment Reports from other signatories via the web-based Data Portal platform.

Latest asset owner signatories