The project finds that, far from being a barrier, there are positive duties to integrate environmental, social and governance factors in investment processes.
Latest video
Related content
Reports/GuidesUntangling 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.
- Reports/Guides
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.
- Reports/Guides
Shifting ERISA ESG policy: from collateral to integral
Unlike public pension plans, private-sector retirement plans (including both DC and DB plans) must maintain compliance with ERISA regulations, specifically the fiduciary requirements, when selecting investment options.
More Fiduciary duty
- 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.
- 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.
- 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;
- The PRI is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact.
- PRI Association, 25 Camperdown Street, London, E1 8DZ, UK
- Company no: 7207947
- +44 (0)20 3714 3141
- info@unpri.org
- ISO 14001:2004 Management Standard