All Discussion paper articles
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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 paper
A 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 paper
The 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 paper
How 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 paper
What 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 paper
Achieving 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 paper
Closing the loop: Responsible investment and the circular economy
Why and how investors should take action
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Discussion paper
How 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 paper
Closing 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 paper
Discussing 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 paper
The 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 paper
Starting up: Responsible investment in venture capital
Venture capital plays a critical first role in the investment chain.
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Discussion paper
Human 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 paper
What 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 paper
Shorting 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.
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Discussion paper
Embedding ESG factors in investment mandates
Investment mandates are a valuable and often underutilised tool for asset owners to signal ESG requirements to asset managers.
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Discussion paper
ESG Integration in Sub-Sovereign Debt: The US Municipal Bond Market
Momentum is building for investors in US municipal bonds to incorporate environmental, social and governance factors systematically in their analysis and valuations, however they face multiple challenges.
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Discussion paper
ESG incorporation in securitised products: The challenges ahead
ESG incorporation in securitised products lags other fixed income sub-asset classes and is in its infancy – largely due to the complex nature of the market. However, investor interest is growing.
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Discussion paper
Making voting count: principle-based voting on shareholder resolutions
How principle-based voting on shareholder resolutions can contribute to clear, effective and accountable stewardship
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Discussion paper
Investor action on biodiversity
It is critical that institutional investors take action to halt the loss of biodiversity. Based on research and interviews with 11 investors, a discussion paper outlines some emerging approaches for integrating biodiversity into investment policies and strategies and highlights opportunities for investors to scale them up.
