All Stewardship articles – Page 2
-
PRI reporting analysis
Global responsible investment trends: Inside PRI reporting data
This report finds that signatories have continued to enhance their RI practices, with RI policies becoming more detailed, action on sustainability outcomes more widespread and disclosures more in-depth since the 2021 reporting cycle.
-
Webinar
Proxy season 2024: PRI tools and investor insights
This session explores trends from the 2023 proxy season and how these are shaping 2024 AGMs. PRI specialists introduce the resources we offer investors to help keep you up-to-date throughout proxy season. PRI signatories present their focus areas and approaches. Find out how to use PRI tools to support and ...
-
Webinar
Apply to join Spring: PRI’s new stewardship initiative for nature
This session, co-organised by the PRI and ICGN, outlines practical resources and examples to help investors ensure that their managers’ approach to stewardship and sustainability are aligned with their own objectives.
-
Introductory guide
An introduction to responsible investment: Infrastructure
What are the approaches to responsible investment for direct and indirect infrastructure investors?
-
Blog post
This proxy season presents opportunities for leading stewards
Investors can address ESG risks by holding companies and managers to account, says Bonnie Groves, Stewardship Specialist at the PRI.
-
Webinar
Stewardship for sustainability: designing mandates and evaluating managers
This session, co-organised by the PRI and ICGN, outlines practical resources and examples to help investors ensure that their managers’ approach to stewardship and sustainability are aligned with their own objectives.
-
Technical guide
Definitions for responsible investment approaches
Investors benefit from common definitions that enable them to describe their responsible investment practices precisely and consistently. The PRI has collaborated with the CFA Institute and the Global Sustainable Investment Alliance (GSIA) to refine and harmonise terminology. We have jointly defined the ‘essential elements’ of five responsible investment approaches: ‘screening’, ...
-
News and press
Investment industry heavyweights CFA Institute, GSIA and PRI announce harmonised definitions for responsible investment approaches
Leading organisations outline detailed definitions for the following responsible investment approaches: Screening, ESG integration, Thematic investing, Stewardship and Impact investing
-
Blog post
Do financial incentives drive the voting behaviour of ESG funds?
By Tao Li, The University of Florida; Lakshmi Naaraayanan, London Business School; Kunal Sachdeva, Rice University
-
Blog post
PRI in Person 2023 – Moving from commitments to action
By David Atkin, CEO, Principles for Responsible Investment
-
DDQ
Stewardship for sustainability: Responsible investment DDQ
This due diligence questionnaire (DDQ) has been developed to help asset owners and other investors better understand and evaluate how investment managers approach sustainability outcomes stewardship, consistent with the PRI’s Active Ownership 2.0 programme.
-
Webinar
Proxy Season 2023: key takeaways and looking ahead
Are the tides changing? This session focuses on the key takeaways from the 2023 proxy season and what this could mean for 2024. Participants are equipped with the tools and guidance PRI offers to support investors throughout the proxy cycle.
-
Workshop summary
PRI Australian Stewardship Forum: Workshop on Stewardship Resourcing
This summary captures key insights, best practices, and ways the PRI can support signatories’ progress from the first Stewardship Forum held in Australia on 9 May 2023.
-
Workshop summary
Human rights in private markets: access to remedy
Key points from a workshop on 31 January 2023 where private markets industry participants discussed their role in providing access to remedy.
-
News and press
Leaders in responsible investment call for clearer standards in Japan
The PRI, UNEP FI and the Generation Foundation’s 2023 ‘A Legal Framework for Impact’ report on Japan finds institutional investors are unsure whether regulations allow them to invest for impact.
-
Thought leadership
Japan: Integrating sustainability goals across the investment industry
Many Japanese investors remain unaware of the extent to which they are permitted or required to invest for sustainability impact. This report sets out five policy recommendations to clarify this question.
-
Policy report
Strengthening effective stewardship in Australia: Understanding barriers and opportunities
Building on the findings and recommendations in the reports, A Legal Framework for Impact, Legal Framework for Impact: Australia, and the Stewardship Policy Toolkit, this report sets out the findings of research into how Australian institutional investors conduct stewardship and identifies barriers that limit how effectively they use stewardship to ...
-
Reporting guidance
How to identify human rights risks: A practical guide in due diligence
As formalised by the UN and the OECD in 2011, institutional investors have a three-part responsibility to respect human rights
-
Case study
Robeco: Re-baselining for a net-zero commitment
Striving to accurately track progress by controlling for changes in financial metrics.
-
Policy report
Policy briefing: Unlocking the Potential of Shareholder Voting in China
This briefing focuses on shareholder voting in China. It makes policy recommendations to help mobilise institutional investors to exercise their voting rights more effectively and responsibly for the purpose of securing and enhancing overall long-term value for clients or beneficiaries.