All Fiduciary duty articles – Page 2
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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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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.
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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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Thought leadership
The SDGs are the globally agreed sustainability framework
Not taking account of the SDGs could jeopardise comprehensive fulfilment of investors’ fiduciary duty.
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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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Thought leadershipL'obligation fiduciaire au 21e siècle: feuille de route pour le Canada
Selon le rapport Fiduciary duty in the 21st century ne pas considérer tous les facteurs générateurs de valeur d’investissement à long terme, notamment les critères environnementaux, sociaux et de gouvernance (ESG), équivaut à ne pas remplir son devoir fiduciaire.
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PRI Web Page
Global statement on investor obligations and duties: explanatory notes
In January 2016, the Principles for Responsible Investment (PRI), the United Nations Environment Programme Finance Initiative (UNEP FI) and The Generation Foundation launched a three year project to clarify investors’ obligations and duties in relation to the integration of environmental, social and governance issues in investment practice and decision-making. This ...
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PRI Web Page
Global statement on investor obligations and duties: FAQs
What is the statement? The Statement calls on international policymakers and national governments to clarify the obligations and duties of investors and other organisations in the investment system. It calls, specifically, for governments to clarify that investors and other organisations in the investment system must act with due care, skill ...
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PRI Web Page
Global statement on investor obligations and duties: supporting quotes
I fully support PRI and UNEP FI’s efforts to make financial flows consistent with the needed limitation of greenhouse emissions and the financing of climate resilient development. Michel Sapin, Minister of Finance, France Sustainability is an important factor in the long-term success of a business. Therefore as ...
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PRI Web PageGlobal statement on investor obligations and duties
The Global statement on investor obligations and duties calls on international policymakers and national governments to clarify the obligations and duties of investors and other organisations in the investment system.
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Academic researchRI Quarterly Vol. 2: Fiduciary duty
In this second volume of the PRI Academic Network’s RI Quarterly we focus on the issue of fiduciary duty.
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