All Fiduciary duty articles
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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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WebinarPRI in Person 2022: Breakout 2A - Committed to net zero: tackling key implementation challenges
This session will tackle challenges around implementing net zero commitments featuring case studies, guidance and collaboration across the finance sector including through the initiatives in the Glasgow Financial Alliance for Net Zero.
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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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Case studySouthern Asset Management: fixed income engagement in the Chinese context
Case study by Southern Asset Management (SAM)
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Case studyManulife Investment Management: enhancing gender diversity in Chinese holdings
Case study by Manulife Investment Management
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Thought leadershipEuropean Union: Empowering investors to pursue sustainability goals
New measures are needed to enable mainstream EU investors to pursue environmental and social goals
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PRI Web PageAbout the Fiduciary Duty in the 21st Century programme
An extensive research and policy engagement programme to end the debate on whether fiduciary duty is a legitimate barrier to the integration of environmental, social and governance (ESG) issues in investment practice and decision-making.
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Thought leadershipThe California responsible investment roadmap
A publication of the fiduciary duty in the 21st century project.
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ArticleESG and alpha in China
Evidence demonstrates ESG incorporation outperforms traditional benchmarks in China
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Thought leadershipFiduciary duty in the 21st century final report
This report describes how the integration of economic, social and governance (ESG) issues into investment practice and decision making is an increasingly standard part of the regulatory and legal requirements for institutional investors, along with requirements to consider the sustainability-related preferences of their clients and beneficiaries.
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ArticleESG data in China: recommendations for primary ESG indicators
This report aims to provide recommendations for China’s future, mandatory environmental, social and governance (ESG) disclosure framework, prepared by its financial regulators.
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Thought leadershipFiduciary duty in the 21st century: France roadmap
The Fiduciary Duty in the 21st Century programme – launched by the Principles for Responsible Investment (PRI), the United Nations Environment Programme Finance Initiative (UNEP FI) and The Generation Foundation – collaborated with Finance for Tomorrow to publish a France roadmap for sustainable finance, setting out recommendations for institutional investors ...
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Thought leadershipUntangling the stakeholder chain: strategies and recommendations
Untangling the chain of stakeholder interests and incentives requires connecting the business objectives of plan sponsors with the growing demand for ESG incorporation by plan beneficiaries, while working within the fiduciary duty requirements of ERISA.
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Thought leadershipThe ERISA stakeholder chain
The ERISA retirement system brings together distinct stakeholders with diverse incentives and objectives. These range from the plan sponsors to pension consultants to the investment managers, independent advice providers and, ultimately, the plan beneficiaries.
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Thought leadership
Shifting ERISA ESG policy: from collateral to integral
Unlike public pension plans, private-sector retirement plans (including both DC and DB plans) must maintain compliance with ERISA regulations, specifically the fiduciary requirements, when selecting investment options.
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Thought leadershipERISA plans and ESG incorporation: trends in the US pension market
The overall trend in US private sector pension provision is one of risk transfer from corporate plan sponsors to the beneficiaries, with companies seeking to avoid the long-term pension liabilities inherent in the DB plan structure. Corporate DB plans are closing to new members and converting pension provision to defined ...
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Thought leadershipFrom marginal to mandatory: The evolution of ERISA fiduciary duty and ESG incorporation
The attitudes of ERISA plan sponsors toward the incorporation of ESG factors into their plans have followed stages that have reflected the PRI’s approach to the US market. Each stage has required distinct approaches, arguments and strategies.
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Thought leadershipUntangling stakeholders for broader impact: ERISA plans and ESG incorporation
The US accounts for the largest share of pension assets globally. Increasingly, US investors are incorporating ESG factors into their investment decisions.
