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Briefings 2020

Briefings

Region	Month	Briefing	PRI briefing
US	September	Fiduciary Duties Regarding Proxy Voting and Shareholder Rights	On August 30, the Department of Labor (DOL) issued a notice of proposed rulemaking entitled, “Fiduciary Duties Regarding Proxy Voting and Shareholder Rights.” The proposal aims to clarify the obligations of fiduciaries covered by the Employee Retirement Income Security Act of 1974 (ERISA) with regard to the exercise of proxy voting and shareholder rights, generally. This briefing document summarizes the proposal and provides information on how to respond. See briefing here
China	September	ESG disclosure investor survey	This briefing presents the results of the investor survey on ESG disclosure in China led in May 2020, as well as the latest analysis on policy and market trends around ESG disclosure See briefing here (English)
EU	September	Multiannual Financial Framework (MFF) and Next Generation EU	This position paper sets out recommendations for areas that need to be further defined to ensure the European recovery will be in line with the Paris Agreement objectives, ensure the European Green Deal and its objective of making Europe climate-neutral by 2050 are met, can be measured and lay the foundation to build back better. See briefing here
US	August	How government and investors can deliver net-zero in the US	This report sets out priorities for US federal climate policy which are economically feasible, readily implementable, and necessary. Policy reform can also represent a growth opportunity to enhance US competitiveness and retool large sections of the US economy. See briefing here
US	June	Financial factors in selecting plan investments	On June 23, the Department of Labor issued a notice of proposed rulemaking entitled “Financial Factors in Selecting Plan Investments” (“Proposal”) aimed at clarifying the obligations related to consideration of environmental, social and governance (ESG) factors by fiduciaries who oversee private sector pension and defined contribution plans covered by the Employee Retirement Income Security Act (ERISA). This briefing document summarizes the proposal and provides information on how to respond. See briefing here
EU	June	PRI Roundtable on the European Green Recovery	On 2 July, the PRI will host a roundtable to discuss Europe's green recovery, exploring the proposed recovery package and the key opportunities for investors to contribute to a sustainable and equitable recovery. This briefing provides an overview of the context and intended outcome of the roundtable. See briefing here
UK	June	How government and investors can deliver net zero in the UK	This briefing sets out the key policy priorities to put the UK on a trajectory to meet net zero emissions by 2050, and the role that investors can play. These priorities are consistent with a green recovery from the COVID-19 crisis. See briefing here
EU	April	Report: Investor priorities for the EU Green Deal	The report sets out recommendations to ensure that investors can scale up their contribution to the EU Green Deal and sustainability goals more broadly. The report is part of a research programme run by the PRI throughout 2019 and early 2020, drawing from interviews with investors and the PRI’s own programmatic research. See report here
EU	March	EU Regulation on sustainability-related disclosures in the financial services sector	The regulation (EU) 2019/2088 (Sustainability Disclosures Regulation) introduces new requirements and clarifies the sustainability-related disclosure obligations in the financial services sector. The briefing explains the reporting requirements under the regulation and the complementary reporting requirements under the taxonomy regulation. See full briefing
EU	January	EU Sustainable Finance: Where next?	This briefing provides an overview on the progress to date on EU Sustainable Finance Policy and presents an outlook of the political implication of the European Green Deal. See full briefing

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