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Technical guideIncorporating climate change in private markets: An investor resource guide
A guide on the publicly available resources and initiatives available for direct and indirect private equity and real assets equity investors to help them incorporate climate change considerations in their investment process.
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Technical guide
The PC-PE ESG Factor Map
The PRI has worked with signatories on a new private credit (PC)-private equity (PE) ESG Factor Map. The Map aims to streamline the environmental, social and governance (ESG) information shared during the investment process. It is designed to facilitate collaboration between sponsors, co-investors and lenders and integrates existing ESG standards ...
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Technical guide
Implementing the EU taxonomy: An update to the PRI’s ‘Testing the Taxonomy’ report
This paper explores how investors are implementing the regulation
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Technical guide
Climate risk: An investor resource guide
This publication provides an overview of the many resources available to help investors manage climate risk. It includes short discussions of each of the four areas of climate risk management, links to key resources and many examples of investor disclosures.
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Technical guide
TCFD for real assets investors
Implementing the recommendations of the Taskforce for Climate-related Financial Disclosures in physical assets like property, infrastructure, forestry and farmland.
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Technical guide
Asset owner guide: investment manager selection
The incorporation of ESG factors within the investment process has evolved from a nice-to-have to a necessity.
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Technical guide
Asset owner guide: investment manager monitoring
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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Technical guide
Asset owner guide: investment manager appointment
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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Technical guide
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.
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Technical guide
ESG incorporation in hedge funds p4/4
Menu styles Menu Module III - Investment process Integration of ESG factors into portfolio construction, investment process and stewardship practices may be driven by client values, regulation or evidence that ESG factors are correlated to security performance and financial returns (see Module I). ...
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Technical guide
ESG incorporation in hedge funds p3/4
HighlightBox CSS Menu styles Menu Responsible investment approaches for hedge funds This section looks at all stages of the investment process and draws on other PRI and industry guidance to provide suggested approaches. It is divided into four modules: Module I: RI ...
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Technical guide
ESG incorporation in hedge funds
This guide provides a suggested framework for fund managers and asset owners to incorporate ESG factors into hedge fund strategies.
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Technical guide
ESG incorporation in hedge funds p2/4
Highlight box CSS Menu styles Menu Background This section provides an overview of responsible investment and its application to the hedge fund industry. It also outlines three key drivers (regulation, materiality and client demand) and the relevance to hedge fund managers and those allocating ...
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Technical guide
Guide for limited partners: responsible investment in private equity - Section 3
Section 3: Integrating ESG
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Technical guide
Guide for limited partners: responsible investment in private equity
The appetite for ESG integration in private equity has grown strongly since the 2nd edition of this guide in 2011.
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Technical guide
Guide for limited partners: responsible investment in private equity - Section 2
Section 2: Recent developments
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Technical guide
TCFD for private equity general partners
Implementing the TCFD recommendations Private equity GPs need a robust framework to assess climate-related risk and to help guide them through the transition. This guide sets out the actions that private equity general partners (GPs) can take to address the four-pillar framework of the recommendations proposed by the Task Force ...
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Technical guide
A practical guide to ESG integration in sovereign debt
Designed to help signatories integrate ESG factors into research, analysis and the construction of sovereign debt portfolios, this guide includes lists of data sources, practitioner case studies and a comparison of ESG incorporation techniques (2019).
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Technical guide
Consultant’s organisational approach
The previous sections of this report have focused on the advice on ESG matters that investment consultants provide to their asset owner clients and the questions that asset owners should ask on the subject. This section focuses on the investment consultant’s own organisational approach to responsible investment. That is, ...
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Technical guide
Step 5 - Appointment
Asset owners will want to formalise commitments from investment managers through contracts or side letters to existing contracts. In addition to standard commercial terms, specific provisions related to ESG objectives and reporting can be included to ensure adequate delivery of services.
