All Fiduciary duty articles
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Case studyManulife Investment Management: enhancing gender diversity in Chinese holdings
Case study by Manulife Investment Management
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Case study
Southern Asset Management: fixed income engagement in the Chinese context
Case study by Southern Asset Management (SAM)
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Policy report
European Union: Empowering investors to pursue sustainability goals
New measures are needed to enable mainstream EU investors to pursue environmental and social goals
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Blog post
Missing link: the role of stewardship in EU policy
By Margarita Pirovska, Director of Policy, and Paul Chandler, Director of Stewardship, the PRI
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Blog post
US PRI signatories support mandatory climate & ESG disclosure
By Gregory Hershman, Senior Specialist, US Policy, PRI
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Introductory guide
An introduction to responsible investment: stewardship
This introductory guide explains the importance and relevance of stewardship within responsible investment and outlines the stewardship tools investors can incorporate into policies, processes and practices.
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Thought leadership
The modern interpretation of fiduciary duty
The integration of environmental, social, and governance (ESG) issues is an increasingly standard part of the regulatory and legal requirements for institutional investors, along with requirements to consider the sustainability-related preferences of their clients and beneficiaries.
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PRI Web Page
About the fiduciary duty in the 21st century programme
An extensive research and policy engagement programme to end the debate on whether fiduciary duty is a legitimate barrier to the integration of environmental, social and governance (ESG) issues in investment practice and decision-making.
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Thought leadership
The California responsible investment roadmap
A publication of the fiduciary duty in the 21st century project.
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Article
ESG and alpha in China
Evidence demonstrates ESG incorporation outperforms traditional benchmarks in China
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Webinar
Fiduciary duty in the 21st century – from a legal case to regulatory clarification around ESG
Fiduciary duty in the 21st century, a collaboration between the PRI and UNEP FI with generous financial support from The Generation Foundation, contributes an extensive evidence base to end the debate on whether fiduciary duty is a legitimate barrier to the integration of environmental, social and governance (ESG) issues in ...
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Thought leadership
Fiduciary duty in the 21st century final report
This report describes how the integration of economic, social and governance (ESG) issues into investment practice and decision making is an increasingly standard part of the regulatory and legal requirements for institutional investors, along with requirements to consider the sustainability-related preferences of their clients and beneficiaries.
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Article
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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Blog post
Punchy, urgent and, at times, exasperated: observations from today’s High Level Conference on Sustainable Finance
By Will Martindale, Director of Policy and Research, the PRI
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Blog post
EU policy makers achieve political agreement on investor disclosures
By Will Martindale, Director of Policy and Research, the PRI
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Thought leadership
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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Thought leadership
Untangling the stakeholder chain: strategies and recommendations
Untangling the chain of stakeholder interests and incentives requires connecting the business objectives of plan sponsors with the growing demand for ESG incorporation by plan beneficiaries, while working within the fiduciary duty requirements of ERISA.
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Thought leadership
The ERISA stakeholder chain
The ERISA retirement system brings together distinct stakeholders with diverse incentives and objectives. These range from the plan sponsors to pension consultants to the investment managers, independent advice providers and, ultimately, the plan beneficiaries.
