Listed equity

Responsible investment allows listed equity investors to make better informed investment decisions by integrating all material factors, including material ESG factors, into investment analysis, valuations and decisions.

Due diligence questionnaire


Responsible investment DDQ for listed equity investors

This due diligence questionnaire (DDQ) has been developed to help investors understand and evaluate listed equity managers’ approaches to responsible investment.


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Listed equity snapshot 2017 – 2020

Explores how and where approaches to incorporating ESG, active ownership and proxy voting in listed equities has changed.


Implementing EUTaxonomy_Hero

Implementing the EU taxonomy: An update to the PRI’s ‘Testing the Taxonomy’ report

This paper explores how investors are implementing the regulation

ESG incorporation best practice blog

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ESG incorporation in listed equity – thoughts on best practice


Valuation and risk models must be sufficiently long term to capture the full impact of ESG risks and opportunities. There are trade-offs between capturing the benefits of deep ESG analysis and building a portfolio that adheres to traditional diversification approaches.

Digital conference highlight


Listed equity for the next 10 years


Plenary session 8: Listed equity for the next 10 years Speakers: Hervé Guez, Global Head of Research and CIO of Equities & Fixed Income, Mirova Carolina Minio-Paluello, Global Head of Product, Solutions & Quant, Schroders John Quealy, Chief Investment Officer, Trillium Asset Management Laura Starks, Professor, The University of Texas ...

Introductory guides

Practical guides and tools

Case studies