Updated: 2023 reporting FAQs

The FAQs on this page cover the following topics:

• Reporting process
• Reporting Framework
• Reporting Tool

Reporting process

Has the reporting deadline been extended?

Yes, the reporting deadline has been extended for all signatories. The reporting window will now close at 23:59 local time on 20 September, instead of 6 September as communicated below. For more information on the deadline extension, please refer to the R&A Updates page.

When does the reporting window close?

The 2023 reporting cycle opens on 14 June 2023 at 9am BST and closes on 6 September 2023. Signatories have 12 weeks in which to enter their responses in the Reporting Tool.

• Reporting is a mandatory requirement for signatories to the PRI who are past their voluntary reporting period and must be completed by 6 September 2023, unless the Board has approved a written explanation from a signatory for not reporting. A list of signatories who do not complete their mandatory reporting, and who have not requested an exemption before 6 September 2023, will be considered for potential termination of signatory status by the Board after the close of the reporting window.
• PRI provides signatories completing voluntary reporting a Transparency and Assessment Report, if their reports are submitted by the closing date of 6 September 2023.

Can I submit my report after the deadline?

PRI encourages signatories to complete reporting in a timely manner. PRI uses the reporting data to produce the Transparency and Assessment Reports for signatories.

The PRI has taken steps to improve reporting and reduce the effort for signatories in 2023. This includes streamlining the reporting framework and reducing the number of indicators signatories are required to report on, releasing the 2023 reporting framework modules in January and thereby providing signatories with more than four months to prepare, and delivering an updated and more user-friendly Reporting Tool.

Given the above, we do not intend to allow submissions past the closing date of 6 September 2023.

How can I prepare for reporting?

Signatories can prepare for reporting by reading the Overview and structure guide (PDF), which provides information on the framework and how signatories should report. You can then review the relevant Reporting Framework modules based on your organisation type and asset class(es). Our What to report on diagram can assist in determining your relevant modules and the Glossary will provide clarity on asset class definitions. The Logic Guide (XLSX) will also support you in understanding the relevant modules and indicators that you will need to report on.

Is there any advantage to submitting my report before the deadline?

We encourage signatories to submit their reports as soon as possible. Reporting prior to the deadline ensures that you have enough to time to complete and review your responses in the Reporting Tool before submitting, providing the optimal reporting experience. Reporting on time also ensures the PRI has all signatory data in sufficient time to prepare the Transparency and Assessment Reports, scheduled for release by November.

Reporting Framework

How should I report on my specific asset strategy?

Signatories should report based on the published definitions and guidance available in the 2023 Reporting Framework. We recommend that you determine the relevant module(s) to your organisation by reviewing the Overview and structure guide (PDF) as well as the definitions available in the Reporting Framework glossary.

You are best placed to determine the nature of your assets and to which asset class(es) they are most relevant to report on according to your practices. We suggest reviewing the modules to assess their relevance and identify those that best align with your approaches. There are supporting details in the explanatory notes of each module that will also support your understanding of the module(s) and indicator(s). The PRI is not in a position to review the practices and funds of individual signatories to determine which definitions apply to the practices they follow.

We would like to take this opportunity to remind you that the PRI does not provide assessment or scores at fund level. We ask that signatories use their best judgement when preparing responses to represent their practices as accurately as possible.

Why are the exact assessment multipliers not included in the framework?

The descriptive 2023 assessment multipliers (low/ medium/ high) are available in the Reporting Framework modules published on the Investor Reporting Framework webpage. The numerical multipliers will be visible to signatories at indicator level in the Reporting Tool and in their Assessment Reports. Numerical multipliers are only provided to signatories in the Reporting Tool to ensure transparency of the assessment methodology while maintaining the integrity of signatories’ private Assessment Reports and scores.

For additional information on the 2023 assessment multipliers, please see the How investors are assessed page and the updated assessment methodology document.

What are minimum requirements and how can I report on them?

The minimum requirements were introduced in 2018 as part of the PRI’s commitment to strengthen signatory accountability, which was a focus area of our 10-year Blueprint for Responsible Investment. These requirements apply to investor signatories only. The relevant indicators are PGS 1, PGS 8, PGS 11 and PGS 12, which are all found in the Policy, Governance and Strategy (PGS) module. Further information on what is required of signatories to meet the minimum requirements is available in our accompanying guidance document to the 2023 Reporting Framework (PDF).

Reporting Tool

New Why do I receive the error message ‘Response not available’ or ‘Reporting Tool under construction’ when logging in to the Reporting Tool?

You may be accessing the Reporting Tool with an out-of-date link.

You should always log in to the Reporting Tool via the PRI Applications page, using your PRI account details (email and password). The link to the Reporting Tool may be updated between reporting cycles and bookmarked links can result in an error message when logging in. For further information on the Reporting Tool, please refer to the Reporting Tool user guide (PDF).

New I’ve registered for a PRI account but the system won’t recognise my log in details. What should I do?

Your PRI account won’t be active until you have verified your details by clicking the link in an activation email.

When you register you will be sent an email containing an activation link. Click the link to activate your account. You will be able to log in to the Reporting Tool once the PRI’s databases have synchronised. This can take up to 90 minutes after clicking the activation link.

If you do not receive this email, check your spam folders and security settings. If you still cannot locate the email, please contact us at [email protected].

How do I access the Reporting Tool?

Signatories manage their own access to the reporting platforms (Reporting Tool and Data Portal) in the Permissions System. Please refer to the Permissions System user guide (PDF) for further information.

Log in to the Reporting Tool via the PRI Applications page, using your PRI account details (email and password). For further information, please refer to the Reporting Tool user guide (PDF).

For a better user experience, we recommend using the following browsers: Google Chrome, Microsoft Edge, Samsung Internet, Opera, or Safari.

Will the Reporting Tool be accessible 24/7?

The Reporting Tool will be online 24/7 except during a maintenance window every Sunday between 02:00 and 03:00 (BST). During this time the system may be slower if used. This weekly maintenance ensures optimal performance during the reporting window.

What if there is an error in my submitted report?

The PRI encourages signatories to ensure accuracy of their submitted responses prior to submitting their reports.

If a signatory needs to make an edit to a submitted report before the reporting period closes, they will need to contact [email protected] and request to un-submit their report. They can then action changes and re-submit their report by the 6 September 2023 deadline.

Changes to submissions after the deadline will not be possible.

Can multiple people enter information in the tool at the same time?

Yes, the Reporting Tool supports multiple concurrent users. However, the Reporting Tool will only keep the most recently saved data if two users amend the same indicator simultaneously. See the Reporting Tool guide for more information.

Do I have to complete all indicators to submit my report?

You can submit your report on the final submission page. You must complete all CORE indicators before you are able to submit your report. If you have not entered responses to CORE indicators, or if your answers to CORE or PLUS indicators are invalid, you will not be able to confirm your report and submit.

PLUS indicators with invalid responses will be presented in the final submission page and the user will not be able to submit with those invalid responses. In summary, for CORE they must respond, for PLUS they either enter a valid response or leave the indicators blank.