Asset owner resources

Asset owners set the direction of markets and therefore play a key role in promoting and embedding ESG (environment, social and governance) factors throughout the investment chain.

The PRI has many resources to help asset owners develop a responsible investment strategy. To hear more about our asset owner work, contact us.

Latest resources

  • PRI_Stewardship for Sustainability_Social Graphic

    Evaluating managers’ stewardship for sustainability

    2023-09-21T08:00:00+01:00

    The PRI has created a tool to evaluate and compare managers’ stewardship practices for sustainability outcomes, and a due diligence questionnaire (DDQ) which they can use to discuss this topic with investment managers.

  • sessionresponsibleinvestment

    Transforming responsible investment (RI) policies into action

    2023-04-27T08:15:00+01:00

    This session examines the journey signatories face when transferring RI policies and ambitions into practical actions resulting in real world impacts.

  • PRI_inside_pri_data_investment_manager_practices

    Inside PRI data: Investment manager practices

    2023-03-17T09:00:00+00:00

    There are many responsible investment practices that are now widely practised among the PRI’s investment manager signatories. A large majority publish core policies and have executive oversight of their implementation.

Technical guides for asset owners

Our technical guides, divided into five modules set out below, are designed to help asset owners develop a responsible investment strategy and requirements, and then select, appoint and monitor an investment manager accordingly. Please select one of the modules below.

Introductory guides

ESG incorporation best practice articles blog

IP Month_Climate

Leadership in ESG incorporation – asset owners

To meet their climate change commitments, asset owners will need to develop increasingly sophisticated systematic approaches to assessing and benchmarking the alignment of prospective managers.

Due diligence questionnaires

Asset owner resources

Asset owner DDQs

The PRI has produced responsible investment due diligence questionnaires covering a range of asset classes.

PRI in Person 2022

More resources

PRI_inside_pri_data_investment_manager_practices

Inside PRI data: Investment manager practices

There are many responsible investment practices that are now widely practised among the PRI’s investment manager signatories. A large majority publish core policies and have executive oversight of their implementation.

Asset Owner Action_hero

Inside PRI data: asset owner action

This report analyses the responses of asset owner signatories who participated in PRI reporting in 2021. It covers asset owners’ top-level commitments, responsible investment policies, processes for selecting, appointing and monitoring managers, and climate-change strategies.

Trends report

The evolution of responsible investment: an analysis of advanced signatory practices

This report delves into which practices have shifted to become the norm, and which ones remain advanced, suggesting that they are more challenging to implement.

SP snapshot

Directory of PRI service provider signatories

This report provides basic information about PRI service provider signatories that publicly reported in 2020 and the services that they offer.

AO ESG consultant_2500x1250px

Investment consultants and ESG: an asset owner guide

Investment consultants advise on how trillions of dollars are invested worldwide, but most consultants are failing to consider the role that ESG issues play in investment performance.

Achieving climate commitments in multi-asset portfolios

Achieving climate commitments in multi-asset portfolios

This report helps asset owners address the complexity of implementing a climate commitment across multi-asset portfolios.

The PRI believes that responsible investment principles should be at the core of the relationship between the asset owner and the investment manager.

- Fiona Reynolds (PRI)

From greenwashing to real world outcomes. That is the future of the relationship between Asset Owners and their Investment managers. A strong cooperation between Asset Owners and Investment Managers is the base of successful ESG integration and real world outcomes of responsible investments.

- Xander den Uyl (ABP)

We expect investment managers to provide further transparency in ESG integration such as ESG policies, processes, resources, disclosures, and active ownership practices where relevant.

- Eri Yamaguchi, ESG Officer (New York State Common Retirement Fund)

ESG goals
ESG goals

How asset owners and their managers can work together on ESG goals

Following the release of our technical guides on selecting, appointing and monitoring investment managers, the PRI convened a number of panel discussions to talk through how asset owners can work collaboratively with investment managers throughout the selection, appointment and monitoring process.

Find out more