The responsible investing discipline has undergone a spectacular transformation in recent years. There are a number of challenges that investors face in integrating ESG into investment decisions and undertaking constructive dialogues with company management. The results of the PRI’s 2012 reporting and assessment survey suggest only 43% of investment managers are integrating environmental, social and governance (ESG) issues in their investment decision-making processes for listed equities in developed markets.
About the work stream
Support for implementing responsible investment within listed equities has been part of the PRI since its inception. Support has taken many forms over the years, including webinars, PRI in Practice articles, case studies, research reports, guidance documents and events. Specifically for Principle 2, 3 and 5 the Clearinghouse platform enables signatories across the world to engage collaboratively with investee companies and policy makers.
Get involved
The PRI convened a working group in September 2011 to explore the integration of ESG issues in listed equity. The working group was established in response to demand from signatories for more guidance and debate on some of the issues in this area. The specific interest of the group is how the integration of ESG factors can help inform a judgment of the fundamental value of a company.
Resources listed may require PRI signatory extranet access.
PRI Clearinghouse
- The extranet provides access to the PRI Clearinghouse, a key resource for investors in listed equity. The Clearinghouse is the first global collaborative forum for investors to share information on engagement activities with companies and policy makers and collaborate with other signatories.
Publications
- Integrated Analysis: How investors are addressing environmental, social and governance factors in fundamental equity valuation (February 2013)
- PRI and UNEP FI joint publication Universal ownership: Why environmental externalities matter to institutional investors (April 2011)
- Responsible investment in passive management strategies (February 2011)
Case studies
- BNP Paribas Investment: Using ESG research to create value
- SAM: How to integrate sustainability factors into financial valuations
- Threadneedle Asset Management: An organically grown integration process
- FRR: Incorporating ESG when selecting both passive and active mainstream equity managers
Webinars
- Credit quality and climate change policy in the US
- Engagement as a mechanism to change investee ESG practices
- Arms Trade Treaty: Establishing common international standards for arms trading
- Law and policy on responsible investment
- Social factors: What to look for and how to quantify them
Previous PRI in Person sessions
- Nuts and bolts: ESG integration in listed equities
WORK STREAM MANAGER


