The Data Portal allows asset owners and investment managers to access reported data.

The Data Portal

The Data Portal is a platform that allows asset owners and investment managers to access reported data. They can easily search, group and request access to private Transparency Reports and Assessment Reports from other signatories. Signatories can also find out public responses to selected indicators or whole modules for a desired group of signatories.

Access the Data Portal

So far, over 800 requests for private Transparency Reports have been sent through the Data Portal, with nearly half accepted. Use the filters in the graph below to see more stats about reports requested through the Data Portal.

 

Why the Data Portal?

The Data Portal:

  • supports asset owner engagement with their managers by enabling easier access and comparison of reported data;
  • 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 most popular searches;
  • facilitates the informed decision making between signatories working together;
  • increases the use of PRI data for identifying responsible investment trends.

Main functions

The Data Portal allows users to:

  • search and group public Transparency Reports;
  • request access to private Transparency Reports and Assessment Reports;
  • view scores for specific groups;
  • export public responses for any number of indicators per module;
  • access resources, such as presentations with key findings, snapshot reports and list of guidance documentations published by the PRI;
  • allow signatories to view their own reports.

How to use the Data Portal

For information on how to get the most out of the Data Portal, as well as how to log in, who can access it, the different access permissions read our guide. Use the filters below to see stats on how many signatories use the Data Portal.

How was the Data Portal developed?

The Data Portal is the outcome of a consultation the PRI conducted in April 2012. One of the topics of the consultation was specifically on a “data tool”. The majority of signatories supported the idea of the PRI developing a tool that enables easier access to reports and exporting responses. As part of the development process, the PRI conducted various interviews and consulted on the portal’s functionality and objectives with the Reporting and Assessment Advisory Committee, the Asset Owner Advisory Committee and the Manager Selection Working Group.

Public Transparency Reports and historic Reporting Frameworks

Public Transparency Reports can be found in the signatory directory. Historic Reporting Frameworks can be found below. 

Download the 2017 Reporting Framework

Download the 2017 Reporting Framework for service providers

Download the 2016 Reporting Framework

Download the 2015 Reporting Framework

Download the 2014 Reporting Framework

Interactive data charts

The PRI’s interactive data charts, which use data from the Reporting Framework, were introduced in 2017 to highlight mainstream and advanced practices among our signatory base. They enable signatories and members of the public to quickly query PRI data for their specific markets and other criteria. Use the filters in the graph below to see stats about responsible investment activity by asset class. 

 

We have produced a number of charts to highlight responsible investment activity across our signatories:

General snapshot

The general snapshot provides:

  • a list of reporters meeting criteria such as region, asset type and location;
  • assets breakdown based on 2017 reported public data;
  • AUM covered by some form of responsible investment activity.

Listed equity

Our listed equity incorporation interactive report highlights main practices and answers questions such as:

  • How much AUM is invested in active and how much in passive investments?
  • Is screening or integration or combination of them more popular?
  • What is the average portfolio universe reduction by integrating ESG effects into screening or integration?

Fixed income

Find information on RI practices in fixed income, such as:

  • How much AUM is invested in each fixed income category
  • What the preferred ESG incorporation strategies are and for what AUM they account for
  • How investors integrate ESG analysis as part of the investment process
  • How common it is to benchmark ESG analysis against other providers for quality
  • The percentage of fixed income assets that are engaged on
  • The criteria investors use to select their engagements

Active ownership in listed equity

Find information on RI active ownership practices in listed equity such as:

  • How common is it to set specific objectives for majority of engagements?
  • What methods signatories typically use to monitor their engagements?
  • Is insight from engagements shared with portfolio managers?
  • Are managers using their clients’ voting policy make voting decisions?
  • To what extent are SP recommendations reviewed?

Manager selection, appointment and monitoring

Find information on manager selection, appointment and monitoring, such as:

  • How the asset allocation strategy differs between pensions and insurances
  • How much is invested in emerging markets
  • What the most common policy components are
  • What documents asset owners evaluate as part of manager selection
  • What criteria are used to monitor managers
  • How many asset owners are setting incentives and controls as part of appointment
  • The degree to which asset owners are willing to move their assets to managers with better RI practices

Data sharing policy

Reported signatory data is publicly available via the PRI website, where any visitor can access individual Transparency Reports. There are several other formats to access public, private and aggregated data:

1. The Data Portal, which provides access to signatory reports and a repository of data. This is only accessible to signatories.

2. The public dataset can be provided in a spreadsheet upon request to eligible categories.

3. 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.

 

FAQs

Do you include all reported data in your analysis?

These charts are based on all the reported data we receive - including private responses as far as possible. In some cases, some private responses have been removed from the analysis where it would be possible to identify the response of a single signatory.

Can I see the individual data behind the graphs?

As these charts are derived from public and private responses, we can only show the aggregated data behind the graphs.

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 and snapshot reports, which contain findings of key 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.

How do you ensure that reports are not distributed without consent?

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.

We outsource reporting to service providers. Can they access the Data Portal on our behalf?

No. This will remove the risks of conflict of interest.

Can I download the responses of signatories who have given me access to their private Transparency Report?

Not right now, although you will be able to in the future. At the moment, you can only access public responses.

I can't log in to the Data Portal. What should I do?

Email us at reporting@unpri.org so we can assist you.