Reporting & assessment archive

You can use this archive to view reporting and assessment resources from previous years. Information on the 2025 Reporting Framework is available on the Investor Reporting Framework page.

2024 Reporting Framework

Investor guides

Reporting Guidance

Overview and structure guide 2024

Indicator changes guide 2024

Logic guide 2024

Assessment methodology 2024

Minimum requirements for PRI investor signatories 2024

All Framework modules, guides and mapping documents

SENIOR LEADERSHIP STATEMENT (SLS)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

ORGANISATIONAL OVERVIEW (OO)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

POLICY, GOVERNANCE AND STRATEGY (PGS)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

MANAGER SELECTION, APPOINTMENT AND MONITORING (SAM)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

ASSET CLASS MODULES

LISTED EQUITY (LE)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

REAL ESTATE (RE)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

PRIVATE EQUITY (PE)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

FIXED INCOME (FI)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

INFRASTRUCTURE (INF)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

HEDGE FUNDS (HF)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

SUSTAINABILITY OUTCOMES (SO)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX

CONFIDENCE-BUILDING MEASURES (CBMS)

Module: DOCX

Module (Japanese): DOCX

Module (French): DOCX

Module (Portuguese): DOCX

Module (Chinese): DOCX,

Thematic reporting resources

Net zero and climate reporting

A guidance document to assist signatories of the UN-convened Net Zero Asset Owner Alliance (NZAOA) who choose to report on their NZAOA requirements through PRI’s Reporting Framework. This guide is applicable to NZAOA members only.
A guidance document to assist signatories of the Net Zero Asset Manager (NZAM) initiative to report on their NZAM commitments has been updated. This guide is applicable to NZAM members only.
A guidance document on climate reporting, based on TCFD-aligned indicators. This guide is applicable to all PRI signatories.

Human rights reporting

A summary of the human rights-relevant indicators in the 2023 Reporting Framework and how they correspond to the responsibilities outlined in the United Nations Guiding Principles on Business and Human Rights (UNGPs). This guide is applicable to all PRI signatories.