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Reports/GuidesAn introduction to responsible investment: stewardship
This introductory guide explains the importance and relevance of stewardship within responsible investment and outlines the stewardship tools investors can incorporate into policies, processes and practices.
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Reports/Guides
An introduction to responsible investment: selecting, appointing and monitoring investment managers
This introductory guide provides an overview of how asset owners can integrate responsible investment principles and practices into their selection, appointment and monitoring of investment managers.
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Reports/Guides
PRI policy consultation responses, briefings and letters 2020
CSS Briefings 2020 Consultations and letters
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Reports/Guides
How policy makers can implement reforms for a sustainable financial system
A toolkit for sustainable investment policy and regulation (part 1) The PRI and the World Bank’s Financial Stability and Integrity Team are working to support government policy makers and regulators in implementing reforms to build a sustainable financial system. Such reforms must align capital markets with the goals of ...
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Reports/Guides
Sector pathways to net zero emissions
The UN-convened Net-Zero Asset Owner Alliance commissioned the Institute for Sustainable Futures (ISF) at the University of Technology Sydney (UTS) to apply their One Earth Climate model to sectors as defined by sector classification schemes commonly used in finance, with the aim to develop sectoral pathways to net zero by ...
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Reports/Guides
Whistleblowing: why and how to engage with your investee companies
Transparency International defines whistleblowing as the disclosure or reporting of wrongdoing. We use a broad framing of whistleblowing mechanisms to include those arrangements that encourage employees, customers and suppliers to speak up and share information on activities that violate a company’s ethical code of conduct, its legal and regulatory requirements ...
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Reports/Guides
Responsible investment practices among service providers 2018
This snapshot explores the practices and offerings of service provider signatories. It is an online tool that provides public access to key elements of data from PRI’s annual signatory reporting. Service provider reporting was introduced and piloted in 2017 on a voluntary basis in line with the PRI’s strategic plan ...
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Reports/Guides
Asset owner practices on manager selection, appointment and monitoring 2017
This snapshot explores responsible investment practices for externally managed assets. It paints a picture of historical practices among our global signatory base. It is an online tool that provides public access to key elements of data from PRI’s annual signatory reporting. Each snapshot records data on a specific area of ...
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Reports/Guides
Fixed income snapshot 2019
This snapshot explores how and where approaches to incorporating environmental, social and governance (ESG) factors in publicly traded fixed income securities have changed from 2017 to 2019, based on current practices among the PRI’s global signatory base.
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Reports/Guides
Listed equity incorporation snapshot 2017
This snapshot explores how signatories approach ESG incorporation in listed equity in 2017. It paints a picture of historical practices among our global signatory base; similar analysis was performed in 2020 .
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Reports/Guides
Active ownership practices in listed equity 2017
This snapshot explores active ownership practices for listed equities in 2017. It paints a picture of historical practices among our global signatory base; similar analysis was performed in 2020 .
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Reports/Guides
ESG engagement for sovereign debt investors
How existing communication channels can be leveraged to stimulate conversations around ESG topics through a multi-pronged process, which can be mutually beneficial for sovereigns and investors (2020).
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Reports/Guides
The modern interpretation of fiduciary duty
The integration of environmental, social, and governance (ESG) issues is an increasingly standard part of the regulatory and legal requirements for institutional investors, along with requirements to consider the sustainability-related preferences of their clients and beneficiaries.
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Reports/Guides
Asset owner technical guide - investment manager monitoring guide
A growing number of asset owners now expect their investment managers to incorporate ESG factors into their investment processes. This means that ESG needs to be at the core of the relationship between the asset owner and the investment manager – and that ESG considerations need to be addressed at ...
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Reports/Guides
Asset owner technical guide - investment manager selection guide
The incorporation of ESG factors within the investment process has evolved from a nice-to-have to a necessity.
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Reports/Guides
Asset owner technical guide - investment manager appointment guide
Asset owners increasingly include ESG considerations in their investment management agreements (IMAs) and other legal documentation. More than two-thirds (69%) of PRI asset owner signatories typically implement ESG requirements in contracts such as IMAs and limited partner agreements (LPAs).1 To ensure that investment managers abide by their clients’ ESG requirements, ...
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Reports/Guides
An investor guide to negative emission technologies and the importance of land use
As momentum towards net zero rises around the world, this report provides much needed transparency on the importance of land use and the role of Negative Emissions Technologies (NETs) in the transition to net zero.
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Reports/Guides
Why and how investors should act on human rights
Just as for all businesses, institutional investors have a responsibility to respect human rights. This responsibility was formalised by the UN and the OECD in 2011, and since then expectations – from employees, beneficiaries, clients, governments and wider society – have only increased.
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Reports/Guides
Listed equity snapshot 2017 – 2020
Explores how and where approaches to incorporating ESG, active ownership and proxy voting in listed equities has changed.
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Reports/Guides
Guidance for private equity signatories: US directors’ duties and ESG
The legal duties imposed on directors of US companies incorporated in Delaware require them to take into account material ESG factors and permit them to take other ESG factors into account when rationally related to stockholder interests when discharging their duties.
