Reporting & assessment

PRI reporting is the largest global reporting project on responsible investment. It was developed with investors, for investors. Signatories are required to report on their responsible investment activities annually.

For the 2021 reporting cycle, the PRI piloted a new reporting system for signatories that was designed to streamline and improve the reporting process. We received feedback from over 1,700 signatories on the new Reporting Framework and Reporting Tool. Issues with specific areas in the reporting system resulted in some signatories not being able to submit a full and complete dataset, affecting the 2021 data quality.

In response to the feedback obtained and the issues identified, we assessed the changes made to the reporting process and revaluated how to improve this process to better meet signatories’ needs. To complete this review process and improve the quality of 2021 outputs, we took a staged approach to releasing 2021 reporting outputs, and delayed the next reporting cycle until 2023. Please refer to the FAQ below and read our CEO and Chair letter for further detail.

The latest reporting-related news will be communicated on R&A Updates page, including updates on reporting in 2023, and how the PRI is addressing signatory feedback on the 2021 pilot. Please bookmark the page and check back regularly.

Private Transparency Reports on Data Portal

Signatories informed of data errors in reports, and given a four-week window to review and request changes to affected indicators.

October 2021

Release of amended private Transparency Reports

Amended private Transparency Reports re-uploaded onto the Data Portal. Signatories given a two-week window to flag concerns with amended reports.

March 2022

Public Transparency Reports and private Assessment Reports launch

Public Transparency Reports and private Assessment Reports launched, alongside updated 2021 assessment methodology and guidance.

September 2022

Next reporting period

The next reporting period has not yet been confirmed, but it will take place later than Q1 (January to March) of 2023.

2023

Private Transparency Reports

In late 2021, the PRI released Transparency Reports privately for signatories to review in the Data Portal. All signatories that reported in 2021 had a period of four weeks to communicate changes to their reports in line with the PRI’s Data Change policy. The PRI implemented signatories’ requested changes in the Reporting Tool on signatories’ behalf. The PRI also fixed formatting and display issues raised by signatories, and conducted significant quality checks to ensure changes were implemented correctly.

In March 2022, the PRI re-uploaded signatories’ amended 2021 Transparency Reports privately onto the Data Portal. All signatories that reported in 2021 had a two-week period to flag potential concerns with their amended reports before the PRI finalised the 2021 reporting dataset.

Public Transparency Reports and Private Assessment Reports

The 2021 private Assessment Reports (for investors) and public Transparency Reports (for investors and service providers) are available in the Data Portal. Both outputs are based on the finalised 2021 reporting dataset, and have been released alongside an updated 2021 assessment methodology.

The 2021 reports are part of the 2021 pilot reporting year, and we intend to use feedback gathered on 2021 to inform our ongoing work for developing a more effective and efficient reporting system in 2023.

For more information on how to access 2021 PRI reports, please see the guidance available on our webpage.

Next Reporting Period

The next reporting cycle will open in 2023. However, unlike previous years, the reporting cycle will not take place in Q1 (January to March) of 2023. Signatories will have access to the updated Reporting Framework in advance of the 2023 reporting cycle to prepare. We will continue to work closely with signatories to provide support and guidance during the 2023 reporting window.

Our aim now is to finalise the period for 2023 reporting as soon as possible and as part of our ongoing work to deliver a revised and improved Reporting Framework. We will communicate more with signatories about the timing of the 2023 reporting timeframe following the September Board meeting. Further updates on the upcoming reporting cycle will also be available through R&A Updates.

FREQUENTLY ASKED QUESTIONS

R&A updates

The latest updates on reporting and assessment will be shared on this page. Please check back regularly for any Reporting-related news. We plan to share updates on the launch of 2021 outputs, feedback on 2021 pilot reporting, features available in the new Data Portal, functionalities of the new Reporting Tool, and more.