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Reports/GuidesFixed 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
This report shows 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 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 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 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.
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Reports/Guides
The California Responsible Investment Roadmap
A publication of the fiduciary duty in the 21st century project.
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Reports/Guides
Driving meaningful data: financial materiality, sustainability performance and sustainability outcomes
Why sustainability data matters ‘Driving meaningful data throughout markets’ is a key PRI Blueprint target. It aims to enable the flow of reliable and comparable data from corporations through the investment chain to beneficiaries and clients. Investors state that ESG is a particular concern. They regularly report to ...
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Reports/Guides
Investir avec les ODD : cadre de référence en cinq parties
Le présent rapport offre un référentiel aux investisseurs qui cherchent à façonner des résultats dans le monde réel dans le cadre des Objectifs de développement durable (ODD).
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Reports/Guides
Testing the taxonomy: insights from the PRI taxonomy practitioners group
This report shares insights from the first comprehensive set of case studies around how to use the EU taxonomy. Starting in late 2019, over 40 investment managers and asset owners worked to implement the taxonomy on a voluntary basis in anticipation of upcoming European regulation.
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Reports/Guides
Investor action on biodiversity: discussion paper
Biodiversity loss is a systemic risk. The COVID-19 pandemic had its origins in illegal wildlife trade and habitat destruction, which brought animal disease into contact with humans. 1 The likelihood of this occurring will only increase as the loss of biodiversity continues, reflecting the significance and urgent need for ...
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Reports/Guides
Bridging the gap: how infrastructure investors can contribute to SDG outcomes
The current approaches infrastructure investors are adopting to contribute to the Sustainable Development Goals (SDGs)
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Reports/Guides
Engaging on methane: results of the PRI collaborative engagement
Between 2017 and 2019, the PRI coordinated a collaborative engagement on methane with the oil and gas and utilities sectors.
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Reports/Guides
Climate change snapshot 2020
TCFD based reporting and analysis from 2,097 investors representing $97 trillion in assets
