All Discussion paper articles
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Discussion paperPolicy briefing: PRI in Person policy sessions highlights
Policy highlights from our flagship responsible investment annual conference, PRI in Person 2023.
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Discussion paperAdopting a strategic approach to human rights and social issues policy
The role of policy in enabling the respect of human rights from corporates and investors.
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Discussion paperConsidering climate change in sovereign debt
Investors increasingly consider climate change in sovereign debt assessment – both risks and opportunities for positive impact. This paper helps investors understand the many links between sovereign debt and climate change.
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Discussion paperESG incorporation in direct lending: A guide for private debt investors
A PRI survey of private debt market participants has found significant advances in ESG incorporation, engagement, and other practices. This paper provides insights into the state of play for responsible investors in this market.
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Discussion paperESG considerations in Canadian provincial and municipal bonds
The materiality of environmental, social and governance (ESG) factors in the Canadian provincial and municipal bond market can be significant.
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Discussion paperESG, credit risk and ratings: part 4 - deepening the dialogue between investors, issuers, and CRAs
The second phase of the ESG in Credit Risk and Ratings Initiative, which this report summarises, has deepened the dialogue that the PRI started between investors and credit rating agencies (CRAs) in phase one. It has also broadened the outreach to other stakeholders – primarily borrowers, but also ESG information ...
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Discussion paperA guide to filing impactful shareholder resolutions
This paper guides investors as to how they can use shareholder proposals to drive improvements at investee companies on matters related to ESG issues. The paper offers practical suggestions to ensure that proposals are effective and impactful.
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Discussion paperThe thematic ESG approach in US municipal bonds
US municipal (muni) bonds play an important role in funding public services and infrastructure, hence they are fundamentally well positioned for responsible investment strategies. Muni bond issuers will be key in the transition to a low carbon economy.
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Discussion paperHow to consider tax in voting practices
Voting is an essential channel for investors to communicate their expectations on tax in a clear and quantifiable manner.
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Discussion paperWhat data do investors need to manage human rights risks?
With the right data, investors can incentivise companies to manage risks around human rights
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Discussion paperAchieving climate commitments in multi-asset portfolios
This report helps asset owners address the complexity of implementing a climate commitment across multi-asset portfolios.
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Discussion paperClosing the loop: Responsible investment and the circular economy
Why and how investors should take action
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Discussion paperHow investors can advance decent work
This paper will define the concept of decent work, emphasising a human-centric approach towards workers and their rights, in line with various global standards and frameworks.
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Discussion paperClosing the funding gap: The case for ESG incorporation and sustainability outcomes in emerging markets
How investors can use responsible investment practices to manage risk and meet return objectives while working towards closing the emerging markets funding gap.
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Discussion paperDiscussing divestment: Developing an approach when pursuing sustainability outcomes in listed equities
For listed equity investors, the decision to engage with or divest from ESG laggards depends on the ESG issues concerned as well as the (sustainability) objectives of their clients and beneficiaries.
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Discussion paperThe investor case for responsible political engagement
Investors working towards sustainability objectives must ensure that their portfolio companies are conducting political engagement in a responsible manner
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Discussion paperStarting up: Responsible investment in venture capital
Venture capital plays a critical first role in the investment chain.
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Discussion paperHuman rights in sovereign debt: the role of investors
Investors in sovereign debt have less leverage on human rights issues than investors in equities or corporates. But they are not powerless. In this report, we outline three steps sovereign investors can take when considering human rights issues in their investment decisions and we propose a range of responses.
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Discussion paperWhat is tax fairness and what does it mean for investors?
This paper explores the concept of tax fairness, outlines the rationale for investor action and the steps that the PRI intends to take to support signatories on this issue
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Discussion paperShorting and responsible investment: A review
The PRI has a growing number of signatories that allocate to investment strategies that use shorting. These signatories also seek to adhere to the PRI’s six Principles.
