PRI-coordinated engagement on water risks in agricultural supply chains – Investor guidance document
July 20142.33 MB | 22 pages
July 20142.33 MB | 22 pages
April 20143.37 MB | 36 pages
This guidance document enables GPs to develop a framework for the integration of environmental, social and governance (ESG) factors in their investment activities, linking this to organisational governance, structure and culture. Limited Partners (LPs) can use the document to understand the different ESG integration practices being implemented in the market, which will facilitate a more informed discussion with their GPs during both fund selection and monitoring.
Click here to read a short summary of the guide.
Click here to read the case studies supplement, which provides more detail on the examples used throughout the guide.
March 2014957.79 KB | 21 pages
December 2013458.08 KB | 25 pages
The Value Driver Model provides a simple and direct approach that companies can use to assess and communicate the financial impact of their sustainable business strategies. This report is part of a toolkit which includes presentation slides and fully developed case examples. More information on the Value Driver Model can be found on the United Nations Global Compact website.
December 2013633.19 KB | 20 pages
This discussion paper explores the relationship between environmental, social and governance (ESG) factors and corporate credit strength. In a bid to promote responsible investment in fixed income the paper highlights academic research and practical examples showing the importance of ESG factors to fixed income investments.
A translated version of the executive summary available in German.
September 20132.44 MB | 26 pages
This handbook is designed to provide a practical introductory guide on engaging collaboratively with listed companies on environmental, social and governance (ESG) issues.
A translated version of this document available in Japanese
September 20131.09 MB | 118 pages
Building on the “Guidance on Responsible Business in Conflict-Affected and High-Risk Areas”, this UNGC-PRI publication presents examples of how companies and investors have used the Guidance as a tool to align their policies, to engage with investee companies and to advance the implementation of responsible business practices operating in conflict-affected areas.
September 2013615.80 KB | 15 pages
This summary document identifies and assesses disclosure and practices of global retail companies against key human capital management performance indicators. The research was commissioned by the PRI Secretariat, in collaboration with the Employee Relations Steering Committee, to the UK-based management consultancy Carnstone, and forms the basis of a collaborative engagement on the topic.
More information on collaborative engagements coordinated by the PRI can be found here.
More details on the employee relations engagement is available to PRI signatories here.
September 20132.54 MB | 20 pages
This discussion paper explores the relationship between ESG factors, sovereign credit risks and investment performance. It aims to prompt institutional investors to take a more holistic view of credit risks in their sovereign bond portfolios by considering ESG factors in their investment processes.
A translated version of the executive summary available in German.
August 20133.04 MB | 52 pages
The 2013 PRI Annual Report captures the activities of the PRI Initiative from July 2012 – June 2013 and includes an overview of PRI governance and audited financials.
July 20131.06 MB | 14 pages
This paper provides an introduction to environmental and social impact performance measurement and reporting. It explains the value in measuring impact and provides guidance, what investors should be tracking and some publicly available tools and techniques that can help.
March 20131.72 MB | 64 pages
This report assesses and clarifies the capacity needs of key investment actors to analyse and use ESG information, including for: institutional investors (investment managers, insurance companies, asset owners), investment banks (the sell-side), ESG research providers, companies, business schools, policymakers and non-governmental organisations (NGOs). This report is part of a project funded by the European Commission that the PRI has been working on in partnership with ICGN and EFFAS.
February 2013232.98 KB | 4 pages
This report is based on the Reporting Framework piloted in 2012, the aim of which is to encourage transparency and support dialogue between direct and indirect investors. It indicates current implementation of the Principles for Investors in Inclusive Finance among direct investor signatories.
February 20131.70 MB | 52 pages
February 20131.81 MB | 38 pages
January 2013923.80 KB | 24 pages
This report is a resource for companies looking to enhance their ESG communications with investors, by sharing the experience and lessons learned so far through the ESG Investor Briefing Project.
January 2013920.14 KB | 28 pages
This report summarises the results of a survey carried out by PwC into trade buyers’ attitudes towards evaluating ESG risks and opportunities in their M&A activities.
20123.71 MB | 46 pages
This report outlines how leading global real estate investors are integrating environmental, social, and governance (ESG) criteria into the different stages of their investment processes.
20121.03 MB | 26 pages
A discussion paper examining responsible investment activities in hedge funds.
2012998.06 KB | 22 pages
A collection of case studies examining how PRI signatories are managing the ESG related risks and opportunities associated with investing in farmland.
20121.73 MB | 36 pages
This publication outlines the progress of the Emerging Markets Disclosure Project for the last five years. The PRI helped coordinate a number of the engagement activities listed.
20125.18 MB | 16 pages
The 2012 PRI Annual Report captures the activities of the PRI Initiative from August 2011 – May 2012 and outlines the new strategic direction of the Initiative for the future.
20121.90 MB | 19 pages
A collection of case studies examining how PRI signatories are contributing to the development of a sustainable economy by investing in projects with positive environmental and social impacts.
20124.91 MB | 37 pages
This document outlines the major opportunities and challenges associated with integrating ESG issues into executive pay and provides practical examples of emerging practices. It is designed to guide dialogue between shareholders and investee companies, and help improve corporate boards' practices to the benefit of both companies and their investors.
2012974.69 KB | 40 pages
This compendium highlights how founding signatories to the Principles for Investors in Inclusive Finance have begun implementing the Principles, one year since their launch. The seven Principles are explained in more detail, and each is accompanied by one or two case studies from investment managers, finishing with links to further guidance and toolkits available to investors exploring responsible investment in inclusive finance.
2011513.00 KB | 31 pages
This compendium highlights how PRI signatories implement responsible investment practices in infrastructure investment. The report begins with an overview of the specific characteristics of infrastructure investments and discusses what responsible investment means in this asset class.
A translated version of this document available in French.
20111.14 MB | 28 pages
The 2011 PRI Annual Report captures the activities of the PRI Initiative from August 2010 – July 2011.
20112.52 MB | 72 pages
This report captures the aggregated results of the PRI's annual survey. It explains how hundreds of investors across the world managing close to US$ 30 trillion are implementing the six Principles. It also presents the latest global trends emerging around responsible investment.
20112.27 MB | 28 pages
This report provides examples of how small and resource-constrained investors can implement the PRI Principles. It shows that resource-constraints are not an obstacle for being a responsible investor.
2011668.09 KB | 12 pages
This study argues that environmental property metrics users and suppliers must bridge the gap that separates them to successfully measure the environmental performance of property portfolios and related improvement activities.
2011638.02 KB | 29 pages
This guidance document helps limited partners to develop their own approach to responsible investment in private equity. The document can apply to any private equity investments, including venture capital, growth, mid-market, buy-out, mezzanine, co-investments, secondary investments, distressed and special situations, and funds of funds.
A translated version of this document available in Japanese.
20111.48 MB | 16 pages
The fourth in a series of toolkits produced by the Property Working Group of the United Nations Environment Programme Finance Initiative (UNEP FI). This toolkit outlines a set of core issues that property investors may wish to consider when implementing an RPI strategy within their organisation, focusing on how an approach and related policy may be translated into practice.
2011518.00 KB | 24 pages
This report takes a snapshot of how responsible investment within passive management is currently interpreted. It also provides some initial ideas for how investors can develop their own approaches to this challenge.
2011637.87 KB | 52 pages
This report summarises findings from a research project focussing on the environmental, social and corporate governance issues involved in commodity investments. The report lists a series of possible actions for responsible investors and areas for further research and engagement by investors.
20102.23 MB | 66 pages
This report calculates the cost of global environmental damage in 2008 and the estimated cost of environmental damage in 2050. It also discusses why this is important for companies and investors, and the possible action for investors to take.
20101.23 MB | 12 pages
This is the summary 12 page version of the Universal Ownership report, which calculates the cost of global environmental damage in 2008 and the estimated cost of environmental damage in 2050. It also discusses why this is important for companies and investors, and the possible action for investors to take.
2010529.10 KB | 60 pages
This report summarises signatories' responses to the annual Reporting and Assessment questionnaire. The results are presented alongside case studies of how investors are implementing individual principles.
20101.89 MB | 24 pages
This Annual Report provides a summary of the PRI Initiative's progress from July 2009-August 2010. It also highlights how the Initiative helps signatories develop processes for incorporating ESG issues and improve corporate behaviour.
20101.29 MB | 48 pages
This report offers guidance to companies operating in areas affected by weak governance and conflict. The document also aims to be a point of reference to assist future collaborative engagements by investors with investee companies in this context.
20092.05 MB | 28 pages
Public Finance Mechanisms (PFMs) have the potential to leverage large quantities of private finance through smart public investment at scales beyond the carbon markets. This report provides evidence of what has made such mechanisms work successfully in the past and suggests how PFMs could best be deployed to leverage private investment at scale to create a global low-carbon economy.
20093.36 MB | 60 pages
This report is based on responses provided by signatories to the PRI's annual Reporting and Assessment questionnaire. The results show steady progress among the signatory base as a whole, while highlighting challenging areas of implementation within some Principles, markets and asset classes.
20091.22 MB | 28 pages
This Annual Report provides a summary of the progress of the PRI Initiative from 1 June 08 - 31 May 09. It provides a window into the activities of the Initiative, and how it is helping investors to improve corporate behaviour on issues such as corporate governance, transparency, human rights, and climate change. It also highlights how the Initiative helps its signatories develop processes for incorporating ESG issues across a variety of investment processes.
20092.58 MB | 92 pages
This report is a sequel to the UNEP FI Asset Management Working Group's landmark 2005 "Freshfields Report" and provides a legal roadmap for fiduciaries looking for concrete steps to operationalise their commitment to responsible investment. It was released in the run-up to the PRI in Person event in Sydney in 2009.
2009379.54 KB | 16 pages
This report provides suggestions on how the PRI Principles could be applied to private equity. It aims to help Limited Partners (LPs) assess the extent to which a General Partner's investment and ownership processes are consistent with the LP's own commitments as a PRI signatory. Its scope addresses engagement and information that an LP can consider both before investing in a fund and during the life of that fund.
2009583.80 KB | 24 pages
This report presents case studies from the perspective of private equity firms (General Partners) that want to build better companies and that are working with their General Partners. The aim of these case studies is two-fold. First, they are intended to help support the implementation of responsible investment in private equity through sharing best practice. The second purpose is to help raise awareness that responsible investment is ultimately a component of fiduciary duty.
2008416.92 KB | 16 pages
This report helps PRI signatories understand how they can apply the Principles to property assets through responsible property investing. It does so by highlighting the work of leading practitioners.
20091.18 MB | 40 pages
This report offers an analysis of the investment community's role on climate change, and takes a snapshot of investor activity on the issue. The leadership roles for investors arising from the climate challenge and some of the activities already going on in these areas, along with best practice are highlighted.
20081.90 MB | 52 pages
Based on the results of the PRI Reporting and Assessment process undertaken in 2007, this report provides an extensive guide to the responsible investment approaches to investment decision making and ownership practices within a significant segment of the institutional investment industry. In particular, it provides insight into the progress achieved by signatories over the course of 2007 as well as specific examples of best practices and implementation.
20071.10 MB | 40 pages
This first report from the PRI captures how investors were integrating environmental, social and governance (ESG) issues within investment decision making and ownership practices. It is intended to be a reference manual that signatories can use on an ongoing basis as they implement the Principles.
20071.20 MB | 82 pages
The report features influential and award-winning studies from the academic community and renowned brokerage firms analysing responsible investment performance at both the company/stock and fund/portfolio level, and bolstering the materiality of environmental, social and governance factors.
2007972.54 KB | 85 pages
This report contains 15 case studies offering a snapshot of some of the most advanced approaches to responsible investment around the world. It is intended to serve as practical guidance for the institutional investment community, particularly trustees of pension funds, foundations and life insurers, and their agents, on how and why leaders integrate environmental, social and governance considerations into their investment processes.
2006516.35 KB | 60 pages
This report publishes the work of ten sell-side brokerage houses. Analysts were given a free hand to cover the areas they felt to be the most important. CRA RogersCasey, a US-based investment consultancy firm, was also invited to comment on whether the documented ESG links to financial value in the research submitted were strong enough to make a convincing case for mainstream investors.
2005998.55 KB | 154 pages
Freshfields Bruckhaus Deringer, an international law firm, were asked to consider whether institutional investors such as pension funds and insurance companies are legally permitted to integrate environmental, social and governance issues into their investment decision-making and ownership practices.