All Stewardship articles – Page 9
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Introductory guide
An introduction to responsible investment: stewardship
This introductory guide explains the importance and relevance of stewardship within responsible investment and outlines the stewardship tools investors can incorporate into policies, processes and practices.
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Webinar
PRI AMERICAS Digital Forum - Breakout 2C: Active Ownership 2.0
This session will focus on stewardship, Active Ownership 2.0, universal ownership and systemic risks.
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Webinar
Governance assessment: a similar approach for equities vs. debt investors?
Governance evaluation is prominent in ESG analysis and security pricing. During this webinar, we will explore whether and to what extent governance factors are assessed differently by equity and fixed income investors, including relevant metrics.
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Webinar
Engaging on Whistleblowing: The Value for Investors
This webinar will explore the relevance of whistleblowing for investors and launch the PRI engagement guidance on whistleblowing. The discussion will cover the investor perspective, implications of recent regulatory developments such as the EU Whistleblower Protection Directive, and include perspectives from a former whistleblower.
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Engagement guide
Whistleblowing: why and how to engage with your investee companies
Transparency International defines whistleblowing as the disclosure or reporting of wrongdoing. We use a broad framing of whistleblowing mechanisms to include those arrangements that encourage employees, customers and suppliers to speak up and share information on activities that violate a company’s ethical code of conduct, its legal and regulatory requirements ...
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Webinar
PRI EMEA Digital Forum - Breakout 1C: Active Ownership 2.0
This session will introduce the concept of Active Ownership 2.0, and will feature a selection of case studies illustrating different methods for achieving outcomes through stewardship.
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PRI Web Page
About stewardship
The PRI defines stewardship as: “The use of investor rights and influence to protect and enhance overall long-term value for clients and beneficiaries, including the common economic, social and environmental assets on which their interests depend.”
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Engagement guide
ESG engagement for sovereign debt investors
How existing communication channels can be leveraged to stimulate conversations around ESG topics through a multi-pronged process, which can be mutually beneficial for sovereigns and investors (2020).
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Case study
Investor Mining and Tailings Safety Initiative
Case study by Church of England Pensions Board and the Council on Ethics of the Swedish National Pension Funds
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Case study
Responsible tax engagement
Case study by Engagement International and the Municipality of Aarhus, Denmark
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Case study
Increasing Crehana’s reach in low-income populations
Case study by Acumen LatAm Impact Ventures LLC - “ALIVE Ventures” and Crehana Education
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Case study
Engaging ICT companies to better protect children from sexual exploitation online
Case study by Christian Brothers Investment Services
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Case study
FTSE developed TPI climate transition index – aligning a global equity portfolio with the climate transition
Case study by FTSE Russell, Church of England Pensions Board & Transition Pathway Initiative
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Blog post
ESG in listed equity – evolution or revolution?
By Toby Belsom, Director, Investment Practices, Thalia Vounaki, Head of Data Insights and Analysis and Stephen Andrews, Analyst, Data Analysis and Insights, all PRI
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PRI Web Page
Addressing system barriers
Part of the PRI’s work to promote more effective stewardship and active ownership amongst our signatory base is to address the system and regulatory barriers to stewardship.
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PRI Web Page
Voting
The PRI aims to support investors during AGM season by promoting ESG-related shareholder resolutions on the Collaboration Platform and through the vote declaration system.
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Webinar
The Impact of COVID-19 on Annual General Meetings
COVID-19 has had a profound effect on global health, communities, our economy and investments. Using AGMs to engage with companies, now and in the future, is more critical than ever.
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Article
AGM season during the COVID-19 pandemic: trends and themes
The 2020 AGM season has been unique. The record levels of support seen across 2019’s environmental and social proposals, alongside increasingly urgent climate action and commitments by huge corporates and investors to stakeholder capitalism, set the stage for an interesting season. In addition to this, the COVID-19 crisis has, in ...