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. 

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.

This document showcases leading research from brokers and investment managers to demonstrate how investors and analysts are integrating ESG factors into fundamental equity valuation.

A translated version of this document available in Japanese, Korean and Portuguese. 

This guide provides a framework for asset owners who appoint and monitor external managers to include ESG expectations in requests for proposals, questionnaires, monitoring and discussions with managers.

A translated version of this document available in Japanese and Korean.

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.

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. 

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.

A discussion paper examining responsible investment activities in hedge funds.

A collection of case studies examining how PRI signatories are managing the ESG related risks and opportunities associated with investing in farmland.

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.

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.

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.

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.

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.

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.

The 2011 PRI Annual Report captures the activities of the PRI Initiative from August 2010 – July 2011.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.