The PRI Data Portal allows signatories and the public to access reported data. Please see our Data Portal guide for more information.
Why the Data Portal?
The Data Portal is an online platform that allows signatories and public users to access PRI’s reported data. The Data Portal offers in-depth insights on investors’ responsible investment practices based on data from nearly 3,000 investors and over 300 service providers.
The Data Portal:
- Increases the use of PRI data for understanding the current state of the responsible investment market;
- Promotes showcasing of best practices and knowledge by producing downloadable reports and assessment scorecards;
- Brings representative insights across $107.5 trillion reported AUM for investors and $27.7 trillion reported AUM for asset owners;
- Gives investor signatories feedback on their practices by providing them with scores, and highlighting best practices and guidance in identified areas of improvement.
- Supports asset owners’ engagement with their managers by enabling easier access to, and thereby comparison of, reported data;
- Facilitates informed decision making between signatories working together.
After report submission
All signatories that submit their report by the reporting deadline receive the following outputs:
- A public Transparency Report, which is published on the Data Portal and includes all public, mandatory responses.
- A private Transparency Report, which includes all public and private responses.
- A private Assessment Report (investors only), which provides module-level scores as outlined in the assessment methodology. The PRI does not provide an overall organisation score.
Users can access PRI reporting outputs and additional data insights through the Data Portal.
How to use the Data Portal
The Data Portal allows users to view public Transparency Reports and to see aggregate reporting statistics that provide high-level data across all signatories that reported in 2021.
Investor signatories that have reported to the PRI can access summary and module-level scorecards of their 2021 assessment scores, guidance and best practices in identified areas of improvement, and customisable peer groups for scoring distribution analysis.
See our Data Portal guide for more information.
The Data Portal is a key tool that supports signatories in their journey to improve their ESG practices. Therefore, we are investing in software development and enhancing Data Portal functionalities to better meet the public and signatories’ needs.
Our main aim now is to deliver an efficient and effective reporting system for signatories in 2023. Further developments regarding new functionalities will be shared on R&A Updates in due course.
Data sharing policy
Publicly reported signatory data is available on the PRI website. There are several formats to access public data:
- The Data Portal, which provides access to a repository of signatory data. 2021 public data is accessible to signatories and public users. Please see our Data Portal guide for more information.
- The PRI website, where historic public reports from 2014 to 2020 can be found under Public Signatory Reports.
- Aggregated insights and data analysis in reports published by the PRI.
The public dataset for 2021 can be provided in a spreadsheet upon request for eligible categories (i.e., academics, NGOs). However, please read our Disclaimer regarding the use of 2021 public reporting data prior to requesting or using 2021 public data for external analysis.
Historic public data from 2014 to 2020 can also be provided in a spreadsheet upon request for eligible categories. To access PRI data in a spreadsheet, non-signatories must sign the PRI’s Terms and Conditions. If you are an academic and would like to request reporting data, you will be required to submit a research proposal – please email email@example.com for more information. For NGOs, or other parties, please contact firstname.lastname@example.org.
Disclaimer regarding the use of 2021 public reporting data
Please be advised that the 2021 data may not necessarily reflect signatories’ current practices. The dataset was collected during the PRI’s 2021 reporting cycle. The data presented is based on information gathered prior to the current financial reporting year. The PRI stands by the validity of the 2021 reporting data as a true and accurate reflection of the period within which it was gathered and maintains that the data provides important understanding of global responsible investment practices during this period.
Why is PRI sharing the 2021 PRI data as an Excel file?
Sharing the entire signatory reporting dataset as an Excel file delivers vital transparency to our signatories and the wider sector. This is not a new practice – the PRI has historically always shared the reporting data in this way.
While we stand behind this data as fair and accurate reflection of the period during which it was gathered, we recognise signatories’ concerns around the public release of data which may not best reflect their current practice on responsible investment issues. To this end, we have implemented disclaimers in the Excel file itself which outline that this data is not intended to be treated as a current reflection of trends. The PRI firmly believes that we have a duty to run a comprehensive process around the release of reporting data which remains consistent with activity which has taken place in previous years, and we thank signatories for their support in our efforts to this end.
Can we request access to other signatories’ private reports in the Data Portal?
The ability to share reports is not a function currently available in the Data Portal. However, users can make individual requests to see a signatory’s private PRI report in order to promote knowledge sharing and informed decision-making.
Who can access public data?
Publicly reported data is available to view on the PRI website (historic reports from 2014 to 2020) and on the PRI Data Portal (2021 reports). For more information on how to access public reports in the Data Portal, please see our Data Portal guide. In addition to signatories, the PRI shares data with academic organisations, NGOs, and think thanks for non-commercial purposes upon their signing the PRI’s Terms and Conditions.
I work for a consultancy/data provider/newspaper. What data can we access?
Consultancies, non-signatory data providers, and media organisations can use any of the public data available on the PRI website and on the public Data Portal. This includes public Transparency Reports and aggregated insights for most closed-end indicators. For more information on how to access public reports in the Data Portal, please see our Data Portal guide.
How do you ensure that reports are not distributed without consent?
Signatories are not granted access to other signatories’ confidential information through the Data Portal. By signing the Data Portal’s Terms and Conditions, users agree that any access given to them remains confidential. Breaching such terms and conditions would result in the signatory and its staff being denied further access to the Data Portal, with potential for legal consequences.
In addition, the PRI has conducted thorough quality checks to ensure private data is not accessible to the public view.
We outsource reporting to service providers. Can they access the Data Portal on our behalf?
Yes. Signatories can manage who they authorise to access their reporting data in the Data Portal, via the Permissions System. For more information, see our Permission System guide.
How can I access my historic reports (pre-2021 data)?
Signatories that reported in 2021 can log on to the Data Portal, and click on the “Other Reports” tab in the upper right-hand corner. They can view and download all previously submitted Transparency Reports and Assessment Reports from 2014 to 2020.
Public users and signatories that did not report in 2021 can access historic reports through the PRI website.
The Data Portal is not displaying properly on my browser. What can I do?
Please follow these steps: First, perform a hard refresh of the page. For Chrome, Firefox, or Edge for Windows: press Ctrl+F5, Shift+F5, and/or Ctrl+Shift+R. For Chrome or Firefox for Mac: press Shift+Command+R. If still not displaying properly, clear your cache and cookies. Please see the instructions for your specific browser: Google Chrome, Firefox, Microsoft Edge, or Safari.
For best results, we recommend using a browser that is not Firefox.
I cannot log in to the Data Portal. What should I do?
If you are a new user, you can create an account here. If you have an existing account, but have forgotten your password, you can reset it here. For more information, see our permission system guide. Please email us at email@example.com if you continue to have trouble accessing the Data Portal.
The reporting process
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How to access reported data