FIDUCIARY DUTY IN THE 21ST CENTURY 

Based on interviews with investors, industry associations, lawyers and policymakers in eight countries – Australia, Brazil, Canada, Germany, Japan, South Africa, UK and US – Fiduciary duty in the 21st century  concludes that failing to integrate long-term investment value drivers, including ESG issues, in investment practice is a failure of fiduciary duty. It is also available in Portuguese and Japanese.

Among other recommendations, the report finds that progress is needed by institutional investors to engage policymakers on issues relevant to long-term performance, including strengthened corporate reporting.

In March 2016, the PRI, UNEP FI and The Generation Foundation launched a three-year project on investor duties, including:


For further details about the fiduciary duty programme, see our fiduciary duty website here: www.fiduciaryduty21.org.