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. This ensures:

  • accountability of the PRI and its signatories;
  • a standardised transparency tool for signatories’ reporting;
  • that signatories receive feedback from which to learn and develop.

Who has to report? 

Reporting is compulsory for all PRI signatories. It is one of the explicit commitments that signatories make when signing the Principles. Signatories that fail to report are delisted.

When signatories first sign up, they will have a one-year grace period whereby the first reporting cycle is voluntary. The PRI encourages new signatories to report in their voluntary year and use this process as a learning experience. Voluntary reporters can choose to keep their report confidential.

When do signatories report?

The reporting tool is open annually from the first week of January to the end of March and can be accessed here. For the 2018 reporting cycle, we added three days to the deadline to make up for a public holiday. 

When and where to report

What are the benefits of reporting for signatories?

Through the reporting process, signatories can:

  • evaluate their RI progress against an industry-standard framework;
  • receive ongoing feedback and tools for improvement;
  • benchmark their performance against peers;
  • see the big picture by understanding the state of the market;
  • strengthen internal processes and build ESG capacity;
  • summarise activities for staff, clients, shareholders and regulators.

The 2018 Reporting Framework

Click the modules below to find out more about the 2018 Reporting Framework:

Investors

1. Organisational overview
2. Strategy and governance
Climate change reporting
3. Relevant modules only - click for details:
DIRECT
Listed equity (incorporation)
DIRECT
Private equity
DIRECT
Inclusive finance
DIRECT
Listed equity (active ownership)
DIRECT
Property
INDIRECT
Manager selection, appointment and monitoring
DIRECT
Fixed income
DIRECT
Infrastructure
INDIRECT
Inclusive finance
4. Closing module

Download an offline copy of the full PRI Reporting Framework for investors

Download in Microsoft Word format

Main definitions Overview and guidanceClimate reporting guidance

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Changes between 2017 and 2018

 

Service providers

1. Organisational overview
2. Strategy and governance
3. Relevant modules only:
Advisory and consultancy Reporting Research and data provision Active ownership services
4. Closing module

Main definitions

Overview and guidance

What to report on

Investors

The Reporting Framework is split into 12 modules. Each module has a separate theme and includes a number of indicators to respond to. All signatories complete the organisational overview, strategy & governance and closing module. The remaining modules are asset class specific. The organisational overview module contains gateway indicators that will inform which of the asset class specific modules to report on. The main indicator for this is OO 05, where signatories will describe the mix of assets they hold.

Explore what to report on

If ESG factors are considered in an asset class where the signatory invests less than 10% of their AUM, indicator OO 12 will allow the signatory to opt out from reporting on the specific module. Not all information within each module is mandatory to complete or disclose. Further information on this can be found here. Signatories are free to choose the period they report on but should report on the same period each year.

Service providers

The Reporting Framework is split into seven modules. Each module has a separate theme and includes a number of indicators to respond to. All signatories complete the organisational overview, strategy & governance and closing module. The remaining modules are business specific. The organisational overview module contains gateway indicators that will inform which of the business specific modules that will be relevant to report on.

Explore what to report on

Not all information within each module is mandatory to complete, or disclose. Further information can be found here. Signatories are free to choose the period they report on but should report on the same period each year.

What do I receive after reporting?

If you submit your report before the reporting cycle ends, in July of each year you will receive:

Investors

  • Public Transparency Report

Includes all public and mandatory indicators. Transparency Reports will also be publicly available on our website. Signatories that report during their grace year can decide whether to publish their Transparency Report on the PRI website.

  • Private Transparency Report

Includes all indicators, public and private. Private Transparency Reports are confidential. Signatories may request access to others’ private Transparency Report, something which can be approved or denied.

  • Assessment Report

Assessment Reports are confidential. Signatories may request access to others’ private Transparency Reports, something which can be approved or denied. 

Service providers

  • Public Transparency Report

Includes all public indicators. Your Transparency Report will also be publicly available on the signatory directory

  • Private Transparency Report

Includes all indicators, public and private. Your private Transparency Report is confidential. Other signatories may request access to your private Transparency Report, which you can approve or deny. 

FAQs

FAQs