HOW TO REPORT

Signatories can now easily search, group and request access to private RI reports and assessment reports from other signatories via the Data Portal.  

To find out more watch the recording from our webinar. Slides are avaiable here.

LATEST NEWS

Access the online reporting tool here .

WHAT DO I HAVE TO REPORT ON?

The Reporting Framework is split into four main sections. All signatories complete sections 1, 2 and 4, which contain one module each. In S ection 1, signatories will describe the asset mix of their holdings, and this will inform which of the Section 3 modules they will complete. (Mouseover a module for a description of who must complete it.)

  • Signatories will complete the asset class specific module for any asset classes in which they directly manage 10% or more of their total assets under management.
  • Signatories with externally managed assets will complete the Selecting, Appointing and Monitoring module.
  • Signatories with 10% or more of their total assets under management in externally managed Inclusive Finance will complete a module on indirect inclusive finance.
  • Signatories that are coordinating the voting and engagement activities of their listed equities holdings in-house will complete the Active Ownership module (if their listed equities holdings represent 10% or more of their total assets under management).

Assets managed by subsidiaries must be included if the signatory owns more than 50% of them, unless that subsidiary completes the Reporting Framework in its own right. 

Not all information within each module is mandatory to complete, or disclose. Further information on this can be found in the Overview & Guidance document. 

REPORTING FRAMEWORK MODULES:

Click the module names below to open the corresponding module.

WHAT DOES THE PRI PRODUCE FROM THE REPORTING DATA? 

Odoo - Sample 2 for three columns

TRANSPARENCY REPORTS

Transparency Reports show a signatory's public responses to the Reporting Framework, and are made publicly available on the PRI website. 

While completing the Reporting Framework has always been a mandatory requirement for signatories, public disclosure was optional until 2013. 

You can view the most recent year’s Transparency Reports on a signatory's profile in the Signatory Directory, or on the Explore page.

Odoo - Sample 3 for three columns

ASSESSMENT REPORTS

Assessment Reports demonstrate how a signatory has progressed year-on-year and relative to peers.  Assessment reports are not published publicly.   It is up to individual signatories whether to share their report to demonstrate performance or keep it in-house as an internal learning and development tool. A mock-up of the assessment report can be found here, and the summary assessment report here

Odoo - Sample 1 for three columns

REPORT ON PROGRESS

The Report on Progress showcases the progress and activities of the signatory base as a whole, aggregating responses from signatories with practical case studies to illustrate their activities.

Download the Report on Progress 2015.

Odoo - Sample 1 for three columns

DEVELOPMENT SESSIONS

Development sessions involve one-to-one conversations between PRI staff and reporting signatories to have meaningful discussions, based on their assessment reports and  findings from  the Reporting Framework, about how they can best use PRI resources to improve their responsible investment performance.

For more information on Development Sessions, contact reporting@unpri.org.