All Fiduciary duty roadmap series articles
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Reports/GuidesHow policy makers can implement reforms for a sustainable financial system
A toolkit for sustainable investment policy and regulation (part 1) The PRI and the World Bank’s Financial Stability and Integrity Team are working to support government policy makers and regulators in implementing reforms to build a sustainable financial system. Such reforms must align capital markets with the goals of ...
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Reports/Guides
The California responsible investment roadmap
A publication of the fiduciary duty in the 21st century project.
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Reports/Guides
ESG and alpha in China
Evidence demonstrates ESG incorporation outperforms traditional benchmarks in China
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Reports/Guides
ESG data in China: recommendations for primary ESG indicators
This report aims to provide recommendations for China’s future, mandatory environmental, social and governance (ESG) disclosure framework, prepared by its financial regulators.
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Reports/Guides
Fiduciary duty in the 21st century: France roadmap
The Fiduciary Duty in the 21st Century programme – launched by the Principles for Responsible Investment (PRI), the United Nations Environment Programme Finance Initiative (UNEP FI) and The Generation Foundation – collaborated with Finance for Tomorrow to publish a France roadmap for sustainable finance, setting out recommendations for institutional investors ...
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Reports/Guides
Untangling stakeholders for broader impact: ERISA plans and ESG incorporation
The US accounts for the largest share of pension assets globally. Increasingly, US investors are incorporating ESG factors into their investment decisions.
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Reports/Guides
Fiduciary duty in the 21st century: Ireland roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Ireland roadmap sets out recommendations in four categories: regulation, capacity building, stewardship and intermediation and corporate reporting.
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Reports/Guides
Fiduciary duty in the 21st century: Ohio roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Ohio roadmap sets out recommendations in four categories: treasurer offices, universities, public pension funds and climate change coalitions.
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Reports/Guides
Investor duties and ESG integration in China
As a step towards implementing Fiduciary duty in the 21st century’s recommendations, the China roadmap sets out recommendations based on four priority themes: policy framework and sustainable guidance; regulation on ESG integration and disclosure for pension funds and their investment managers; disclosure requirements for companies; sustainable and green finance ...
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Reports/Guides
Financial performance of ESG integration in US investing
This briefing paper has been prepared for investment professionals (particularly trustees and investment consultants) interested in the benefits of ESG integration to investment outcomes in the US.
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Reports/Guides
Investment consultants services review
Most consultants and their asset owner clients are failing to consider ESG issues in investment practice – despite growing evidence of the financial materiality of ESG issues to portfolio value.
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Reports/Guides
Fiduciary duty in the 21st century: Germany roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Germany roadmap sets out recommendations based on four priority themes: government leadership, institutional investors, fund managers and implementation of the CSR directive.
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Reports/Guides
Fiduciary duty in the 21st century: South Africa roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the South Africa roadmap sets out recommendations in four categories: regulatory guidance, enhanced stewardship, investor education and corporate reporting.
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Reports/Guides
Fiduciary duty in the 21st century: Japan roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Japan roadmap sets out recommendations in five categories: stewardship and engagement, corporate governance, ESG disclosure and guidance for pension schemes, corporate disclosure and asset owner leadership.
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Reports/Guides
Why corporate pensions plans should mirror their sponsor's values
While corporate plans are legally distinct from their sponsors, plans and their beneficiaries can benefit from responsible investment in several ways.
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Reports/Guides
Fiduciary duty in the 21st century: Brazil roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Brazil roadmap makes recommendations in five categories: regulatory action, investor education, corporate reporting, stewardship and engagement and industry guidance.
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Reports/Guides
Fiduciary duty in the 21st century: Canada roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Canada roadmap sets out recommendations in four categories: regulatory action, stewardship, corporate reporting and investor education.
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Reports/Guides
Fiduciary duty in the 21st century: Australia roadmap
As a step towards implementing Fiduciary duty in the 21st century ’s recommendations, the Australia roadmap makes recommendations in four categories: regulatory action, stewardship and intermediation, corporate reporting and investor education.
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Reports/Guides
Addressing ESG factors under ERISA
The PRI is pleased to present two legal perspectives on integrating environmental, social and governance (ESG) issues into investment decision-making under the Employee Retirement Income Security Act (ERISA) guidelines.
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Reports/Guides
Fiduciary duty in the 21st century: US roadmap
The US roadmap makes recommendations in seven categories: investor education, corporate reporting, investment consultants, legal advice, stewardship, organizational process and disclosure and ERISA plan governance.
