Data Portal User Guide

The Data Portal is an online platform that allows signatories and public users to access the PRI’s reported data. This guide explains the platform’s key functions and provides instructions on how to navigate it.

Using the relevant guide

There are two versions of this guide: one for PRI signatories and another for public users:

To access the signatory version, click the button below to change it from grey to blue .
To access the public version, click the button to change it from blue to grey .

Click the button to view the public user guide

Click the button to view the signatory user guide.

Contents: signatory users

Contents: public users

Guide for signatory users

Signatory users can use the Data Portal to view public Transparency Reports of all organisations, as well as their own private Transparency and Assessment Reports.

Guide for public users

Public users can use the Data Portal to view public Transparency Reports and high-level reporting summary statistics, without logging in to the Data Portal. Historic public reports from 2014 to 2020 are available on the PRI website, under Public Signatory Reports.

Accessing Transparency Reports

Accessing the Data Portal

Signatories must log in to the Data Portal to view their own reports. For guidance on logging in or registering for the Data Portal, please refer to our Permissions System User Guide.

New users registering for the first time must accept the Terms and Conditions to access reports via the Data Portal.

Signatories that did not report this year

Signatories that did not report will not have their own Transparency or Assessment Reports to view this year. However, they can still log in to the Data Portal and view their historic private reports.

Signatories wishing to view public Transparency Reports of other organisations can do so without logging in. For more information see the public user guide.

Historic public reports from 2014 to 2020 are available on the PRI website under Public Signatory Reports.

Data Portal features

Available on the Data Portal

Reported this year

Did not report

High-level summary statistics of reporting

Your latest public and private Transparency Reports

Option to download Climate Reports (all public and private climate-related indicators)

Option to download Senior Leadership Statement Only reports

Other signatories’ public Transparency Reports

Full dataset of public responses (2014-now) in Excel

Your historic public and private reports (2014-2020) in PDF

Your latest private Assessment Report and scorecards

Ability to customise peer group and compare your score to other PRI signatories, grouped by signatory type, geographic region or AUM band

Accessing reports

Viewing Transparency Reports

There are two types of Transparency Report:

Public, which is published on the PRI website and Data Portal, and includes all public indicators.
Private, which is confidential and includes all public and private indicators.

Public_Transparency_Reports

Viewing Assessment Reports

The Assessment Report is private and shows year-on-year progress and broad scoring bands per module or per asset class/sub-strategy as outlined in the assessment methodology. The PRI does not provide an overall organisation score.

Viewing_assesment_report