The PRI Initiative supports signatories’ efforts in their implementation of the Principles for Responsible Investment through the annual reporting and assessment process. Reporting is one of the mandatory requirements for all asset owner and investment manager signatories (following a one-year grace period for new signatories).

The Reporting Framework was recently redesigned following the largest consultation process in the PRI’s history. It  has been designed to achieve three main sets of objectives:

1. Accountability of the PRI: to ensure transparency and accountability of the PRI initiative and its signatories.
2. Signatory transparency: to encourage signatory transparency on responsible investment activities.
3. Signatory assessment: to provide tools to allow signatories to measure their own performance with objective indicators.

The framework meets the above goals by providing a set of standardised indicators relevant and to the point for all investors, with separate pathways for direct and indirect investors and specific asset class modules. From October 2013, signatories are required to disclose a subset of these indicators on the PRI website. More details on the framework can be found on the Reporting Framework page. 

The Reporting Framework delivers three valuable outputs for signatories, including ready-made RI Transparency Reports, confidential Assessment Reports and the annual Report on Progress. More details on the outputs can be found on the reporting outputs page.

Signatories that would like more information on what is required and when can visit the reporting process page, which explains timing and other practicalities. 

Timeline for new Reporting Framework

Signatories can begin preparing using the Reporting Framework Snapshot and other documents	Final Reporting Framework released and Online Reporting Tool opens	Deadline for submissions to the 2013/2014 reporting cycle	Confidential Assessment Reports forwarded to signatories for feedback. PRI Report on Progress released.