All Stewardship articles – Page 2
-
Technical guide
Definitions for responsible investment approaches
Investors benefit from common definitions that enable them to describe their responsible investment practices precisely and consistently. The PRI has collaborated with the CFA Institute and the Global Sustainable Investment Alliance (GSIA) to refine and harmonise terminology. We have jointly defined the ‘essential elements’ of five responsible investment approaches: ‘screening’, ...
-
News and press
Investment industry heavyweights CFA Institute, GSIA and PRI announce harmonised definitions for responsible investment approaches
Leading organisations outline detailed definitions for the following responsible investment approaches: Screening, ESG integration, Thematic investing, Stewardship and Impact investing
-
Blog post
Do financial incentives drive the voting behaviour of ESG funds?
By Tao Li, The University of Florida; Lakshmi Naaraayanan, London Business School; Kunal Sachdeva, Rice University
-
Blog post
PRI in Person 2023 – Moving from commitments to action
By David Atkin, CEO, Principles for Responsible Investment
-
DDQ
Stewardship for sustainability: Responsible investment DDQ
This due diligence questionnaire (DDQ) has been developed to help asset owners and other investors better understand and evaluate how investment managers approach sustainability outcomes stewardship, consistent with the PRI’s Active Ownership 2.0 programme.
-
Webinar
Proxy Season 2023: key takeaways and looking ahead
Are the tides changing? This session focuses on the key takeaways from the 2023 proxy season and what this could mean for 2024. Participants are equipped with the tools and guidance PRI offers to support investors throughout the proxy cycle.
-
Workshop summary
PRI Australian Stewardship Forum: Workshop on Stewardship Resourcing
This summary captures key insights, best practices, and ways the PRI can support signatories’ progress from the first Stewardship Forum held in Australia on 9 May 2023.
-
Workshop summary
Human rights in private markets: access to remedy
Key points from a workshop on 31 January 2023 where private markets industry participants discussed their role in providing access to remedy.
-
News and press
Leaders in responsible investment call for clearer standards in Japan
The PRI, UNEP FI and the Generation Foundation’s 2023 ‘A Legal Framework for Impact’ report on Japan finds institutional investors are unsure whether regulations allow them to invest for impact.
-
Thought leadership
Japan: Integrating sustainability goals across the investment industry
Many Japanese investors remain unaware of the extent to which they are permitted or required to invest for sustainability impact. This report sets out five policy recommendations to clarify this question.
-
Policy report
Strengthening effective stewardship in Australia: Understanding barriers and opportunities
Building on the findings and recommendations in the reports, A Legal Framework for Impact, Legal Framework for Impact: Australia, and the Stewardship Policy Toolkit, this report sets out the findings of research into how Australian institutional investors conduct stewardship and identifies barriers that limit how effectively they use stewardship to ...
-
Reporting guidance
How to identify human rights risks: A practical guide in due diligence
As formalised by the UN and the OECD in 2011, institutional investors have a three-part responsibility to respect human rights
-
Case study
Robeco: Re-baselining for a net-zero commitment
Striving to accurately track progress by controlling for changes in financial metrics.
-
Policy report
Policy briefing: Unlocking the Potential of Shareholder Voting in China
This briefing focuses on shareholder voting in China. It makes policy recommendations to help mobilise institutional investors to exercise their voting rights more effectively and responsibly for the purpose of securing and enhancing overall long-term value for clients or beneficiaries.
-
Webinar
Transforming responsible investment (RI) policies into action
This session examines the journey signatories face when transferring RI policies and ambitions into practical actions resulting in real world impacts.
-
Blog post
Why we must act faster to enable the climate transition
By David Atkin, CEO, Principles for Responsible Investment
-
Technical guide
ESG integration in listed equity: A technical guide
This guide aims to support listed equity investors in integrating environmental, social and governance (ESG) considerations into their strategies. It is intended as a resource for those looking to review or update ESG policies and practices over time, but will also cater to those developing a responsible investment approach for ...
-
Thought leadership
How policy makers can implement reforms for a sustainable financial system: stewardship
Effective stewardship, with an explicit focus on delivering sustainability outcomes and impacts, delivers real benefits for investors and for society as a whole.
-
Article
Call for applications for PRI Reporting Equivalency Proof of Concept Working Group for Stewardship (REPOC-WG-S)
The PRI is inviting signatories to join its Reporting Equivalency Proof of Concept Working Group for Stewardship (REPOC-WG-S)
-
Blog post
Inside PRI data: Insights on current practice
By Toby Belsom, Director of Investment Practices, PRI, and Diba Ahour, Investment Practices Analyst, PRI