How to review indicators affected by data issues and provide updated responses to your report

3. Review the list of affected indicators alongside your private Transparency Report.

Missing Data Investors & Service Providers

In October, signatories were informed via email of indicators where data was missing from their report. Investors were asked to refer to the email with the subject line Next steps on your reporting and assessment programme, for information about missing data. Service providers were asked to refer to the email with the subject line Next steps on your reporting programme, for information about missing data. Signatories were asked to check their responses to the indicators with missing data and in their downloaded Transparency Report where applicable.

Indicator Errors Investors

A few indicators were also affected by technical issues in the Reporting Tool, which means signatories may not have seen an answer option that was available to select. In October, we asked signatories to review the list of affected indicators, and check their responses to the indicators with errors in their downloaded Transparency Report. Not all indicators were applicable to all signatories, and some signatories may not have been impacted by indicator errors.

In October, signatories could check for missing data and indicator errors by:

• Reviewing their responses in their private Transparency Report downloaded from the Data Portal.

• Using the offline module MS Word document for investors or service providersto check whether the indicator was applicable to you, and using the answer options, indicator explanatory notes, and logic notes to ensure you answered the question completely and accurately.

• Checking the logic section to see if indicators with missing data or indicator errors were applicable to your organisation. If any indicators were applicable, signatories were asked to check the "Gateway to” section of the logic to ensure all relevant indicators were answered. Below is an example of the logic in the Reporting Framework:

Accepted changes policy

In 2021, PRI considered change requests related to the defined data issues only.

This includes:

• Those indicators specifically flagged by PRI as affected by indicator errors and data gaps.

Indicators that did not have indicator errors or data gaps themselves but were directly impacted by indicators that had indicator errors or data gaps (i.e., indicators triggered by the logic of a requested change).

• Indicators related to increased transparency by:

  • changing the disclosure of voluntary submissions from private to public. 

  • changing the disclosure of plus questions from private to public. This will only apply if the change is applied for an entire module; we are unable to change disclosure at an individual indicator level.  

• Edits or additions related to indicator errors, Reporting Tool errors, and data gaps raised by a signatory but not raised by PRI as a data gap or indicator error. These requests were reviewed on a case-by-case basis by PRI.

This did not include:

• Indicators not included in the indicator errors and data gaps list, or indicators not directly impacted by an indicator with errors or data gaps. Examples include:

• minimum requirement indicators Investors for reasons other than a Reporting Tool error.

• human error or misreporting.

• forgetting to save an answer.

• spelling/grammar mistakes. 

• out of date links.

• the data was not available before the reporting deadline.

• the answer refers to a new process.

• something you are doing now which you were not doing before submitting the data.

• senior leadership statement edits.

• changes to feedback boxes, including those that were, incorrectly, used by signatories as additional comment boxes.

• public and/or private disclosure settings on an indicator level.