The Data Portal allows PRI signatories and the public to access reported data.
Why the Data Portal?
The Data Portal is a platform that allows signatories to access reported data.
- Offers in-depth insights on investors’ responsible investment practices based on data from nearly 3,000 investors and over 340 service providers;
- Increases the use of PRI data for identifying responsible investment trends;
- Promotes the sharing of best practice/knowledge by giving signatories easy access to each other’s reports;
- Helps the PRI identify areas of further work based on popular searches;
- Brings representative insights of asset managers through an AUM market penetration of 80%;
- Gives signatories feedback in their practices by providing them with scores, showing where they sit compared to their peers and how their practices differ from others;
- Supports asset owner engagement with their managers by enabling easier access and comparison of reported data;
- Facilitates informed decision making between signatories working together.
How to use the Data Portal
The Data Portal allows users to:
- View and download their public and private Transparency Reports;
- Export public responses for any number of indicators per module;
- See reporting statistics that provide overview, summary, and high-level data across all signatories that reported in the current year;
- View and download their historic Transparency Reports and Assessment Reports from 2014 to 2020 (NEW);
New features available in 2022 will allow users to:
- View their Assessment Reports;
- View in one place the indicator level response, data insight, and score distribution of peers;
- Access data insights;
- Customise their peer group when looking at scores and data insights;
- Access public data insights available to non-signatories.
Data sharing policy
Reported signatory data is publicly available via the PRI website, where any visitor can access individual Transparency Reports or in the Data Portal. There are several other formats to access public, private and aggregated data:
- The Data Portal, which provides access to a repository of signatory data. Public data is accessible to signatories and non-signatories.
- The public dataset can be provided in a spreadsheet upon request for eligible categories.
- Snapshot reports which enable basic data analysis by narrowing the data set to a particular type of signatory, practice, asset mix, region etc.
To access PRI data in a spreadsheet, non-signatories must sign the PRI’s Terms and Conditions.
Who can access public data?
In addition to signatories, the PRI shares data with academic organisations and think thanks for non-commercial purposes upon signing the relevant 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 data that is on the PRI website. This includes public Transparency Reports, RI insights – aggregated insights for most closed-end indicators.
Why can signatories request access to my private Transparency Report?
Sharing reports increases signatories’ accountability, empowers asset owners to engage with managers and increases the knowledge sharing of responsible investment among signatories. The ability to request and access other signatory reports is not yet available in the new Data Portal. PRI plans to introduce this feature in 2022.
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. However, there will be opportunities for signatories to share their private reports within the Data Portal come 2022. By signing the 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.
We outsource reporting to service providers. Can they access the Data Portal on our behalf?
Yes. Signatories can manage who they authorise to act on their behalf, and hence access the Data Portal, through the permission system. For more information see our permission system guide.
Can I download the responses of signatories who have given me access to their private Transparency Report?
The ability to request and access other signatory reports in the Data Portal is not yet available in the new Data Portal. This feature will be introduced in 2022.
How can I access my historic reports (pre-2021 data)?
Signatories can log onto the Data Portal, and click on the blue Legacy Reports tab in the upper right-hand corner. Doing so will take them to a page which displays any previously submitted Transparency Reports and Assessment Reports from 2014 to 2020, available to download in PDF format. At this stage, signatories will only be able to access their own reports. They will not be able to search or request access to other signatories’ reports. Public historic reports are still available on our website under Public Signatory Reports.
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 can't log in to the Data Portal. What should I do?
You can create an account for the Data Portal or login to your existing account here. If you have forgotten your password, you can reset it here. For more information see our permission system guide. Please email us at firstname.lastname@example.org if you continue to have trouble accessing the Data Portal.
The reporting process
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How to access reported data