All Technical guide articles
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Technical guideDeveloping and updating a responsible investment policy
A technical guide for asset owners and investment managers
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Technical guideDefinitions 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’, ...
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Technical guideProgression Pathways - Advancing responsible investment practices among PRI signatories
A progression pathway is a step-by-step journey for PRI signatories to develop and progress their responsible investment practice. This paper proposes two initial concepts for signatories to consider. Over the remainder of 2023, and in 2024, we will invite signatories to share their ideas, concerns and design preferences to help ...
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Technical guideEvaluating managers’ stewardship for sustainability
The PRI has created a tool to evaluate and compare managers’ stewardship practices for sustainability outcomes, and a due diligence questionnaire (DDQ) which they can use to discuss this topic with investment managers.
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Technical guideMapping the role sustainable bonds play in the fixed income market
The sustainable bond market is growing rapidly. We explain some of the market dynamics and provide a starting point for enhanced scrutiny.
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Technical guideESG integration in listed equity: A technical guide
This guide aims to support listed equity investors in integrating environmental, social and governance (ESG) considerations into their strategies. It is intended as a resource for those looking to review or update ESG policies and practices over time, but will also cater to those developing a responsible investment approach for ...
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Technical guideMapping ESG: A landscape review of certifications, reporting frameworks and practices
Explore the latest ESG mapping report by ULI, INREV and PRI
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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 guideThe 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 guideImplementing 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 guideClimate 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 guideTCFD 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 guideAsset 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 guideAsset 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 guideAsset 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 guideTesting 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 guideESG 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 guideESG 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 guideESG 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 guideESG 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 ...
