All Fiduciary duty articles
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Blog postHow PRI signatories are navigating US policy uncertainty
Insights from a series of roundtables reveal that while US signatories may be adapting the way they talk about responsible investment, practices remain unchanged.
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Blog postQuarterly Signatory Update: Adapting the PRI to a changing world
By David Atkin, CEO, Principles for Responsible Investment
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Policy reportPolicy 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.
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News and pressDevelopment of sustainable finance policy in France
The Principles for Responsible Investment (PRI), in partnership with Finance for Tomorrow and the Forum pour l’Investissement Responsable (FIR), has published a roadmap to further promote the development of sustainable finance policy in France.
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Policy reportSustainable finance policy roadmap: France
The Principles for Responsible Investment (PRI), in partnership with Finance for Tomorrow and the Forum pour l’Investissement Responsable (FIR), has published a roadmap to further promote the development of sustainable finance policy in France.
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Blog postMissing link: the role of stewardship in EU policy
By Margarita Pirovska, Director of Policy, and Paul Chandler, Director of Stewardship, the PRI
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Blog postUS PRI signatories support mandatory climate & ESG disclosure
By Gregory Hershman, Senior Specialist, US Policy, PRI
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Blog postPunchy, urgent and, at times, exasperated: observations from today’s High Level Conference on Sustainable Finance
By Will Martindale, Director of Policy and Research, the PRI
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Blog postEU policy makers achieve political agreement on investor disclosures
By Will Martindale, Director of Policy and Research, the PRI
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News and press
UK government considers broadening social impact decision making for retirement plans
The Department for Work and Pensions has set out its recommendation that the Investment Regulations should be amended to require trustees to state their policies in relation to ESG issues.
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News and press
PRI wins Outstanding Industry Contribution gong at IPE awards
The PRI took home the Outstanding Industry Contribution award this week at the Investments and Pensions Europe ceremony in Prague.
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News and press
PRI welcomes launch of the FSC stewardship standard
The PRI today welcomed the launch of Australia’s first compulsory asset stewardship code for fund managers by the Financial Services Council (FSC).
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News and press
PRI launches South Africa roadmap
Today, the PRI, UNEP FI and The Generation Foundation published a new report – The South Africa Roadmap– which builds on the report Fiduciary duty in the 21st century.
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News and press
PRI publishes Japan roadmap: new report makes recommendations on ESG considerations for the Japanese market
The Principles for Responsible Investment (PRI), UNEP FI and the Generation Foundation today published a new report — the Japan Roadmap — which builds on the report Fiduciary duty in the 21st century.
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Blog post
Uncertain times, plural rationalities and the pension fiduciary
Huang et al in this paper explore the application of the theory of plural rationality to defined benefit pension fund decision-making.
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Blog post
Fiduciary duty and sin stocks: is vice really nice?
This paper investigates whether fiduciary duty obliges pension fund trustees to invest over-proportionally in ‘sin stocks’, i.e. companies operating in sectors traditionally considered unethical such as tobacco, alcohol, gambling and defence.
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Blog post
Fiduciary duty and the search for a shared conception of sustainable investment
This paper reviews the historical legal background to the evolution of fiduciary duty in the UK, with reference to the parallel evolution of the concept in the US.
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Blog post
The public fiduciary: a Canadian perspective
In this paper Waitzer and Sarro examine the role of pension fund trustees in Canada, and how the Supreme Court of Canada has developed a framework for fiduciary duty that has adapted to changing social and governance challenges.
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Blog post
The voice of the beneficiary
Berry and Scanlan argue that beneficiaries should be consulted on the general policies of their pension fund, and that trustees should take their wishes into account when making investment decisions.
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Blog post
The role of investment tools, investment beliefs and industry convention in changing interpretations of fiduciary duty
This paper examines how investment tools, beliefs and industry conventions impact the interpretation of fiduciary duty in the investment industry.
