All Stewardship articles – Page 7
-
Discussion paperEmbedding ESG factors in investment mandates
Investment mandates are a valuable and often underutilised tool for asset owners to signal ESG requirements to asset managers.
-
Thought leadershipBroadening the outreach to investment consultants
Investment consultants are critical stakeholders in the investment chain, advising institutional asset owners on a range of issues, including the selection, appointment and monitoring of external managers. They can play a key role in supporting asset owners to develop responsible investment practices, and to assess their investment managers’ ESG incorporation ...
-
Engagement guideResponsible cobalt sourcing: Engagement results
This report summarises the outcomes of the PRI-supported collaborative engagement on responsible cobalt sourcing between 2018 and 2020
-
PodcastClimate stewardship and universal ownership: reflections from 2021’s AGM season
Drawing on insights from 2021’s AGM season, this PRI podcast episode dives into the subject of achieving meaningful outcomes through investor stewardship, particularly in the context of climate action and decarbonisation.
-
Case studyImproving responsible investment through manager engagement
Organisation name: Aware Super Signatory type: Asset owner Region of operation: Australia Assets under management: AU$144bn Why we engage with managers after their appointment Responsible investment is an integrated part of our due diligence process. Engagement with managers after their appointment can result in a more collaborative relationship and ...
-
Case studyEngaging external managers on sustainable investment
Organisation name: Cardano Region of operation: Global Signatory type: Investment manager Assets under management: We provide fiduciary management services to 30 UK pension funds with combined assets of £16bn and investment advice to 10 UK pension funds with combined assets of £50bn. We also provide LDI execution and derivative overlay ...
-
WebinarShareholder resolutions: voting in support of outcomes
In this webinar, we will explore how investors can use shareholder resolutions to support the pursuit of real-world outcomes.
-
Thought leadershipMapping natural capital depletion
The PRI and UNEP-WCMC have developed maps to showcase hotspots of relative natural capital depletion on a global scale, available for visualisation in ENCORE – an interactive, online tool that highlights how businesses may be exposed to accelerating environmental change.
-
WebinarPRI Canada: Deep Dive into the Evolution of Listed Equity Active Ownership
Join us to learn more about Active Ownership 2.0, hear from Canadian signatories on putting this into practice, and discuss what stewardship reporting looks like in the new reporting framework.
-
Discussion paperMaking voting count: principle-based voting on shareholder resolutions
How principle-based voting on shareholder resolutions can contribute to clear, effective and accountable stewardship
-
WebinarGovernance 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.
-
WebinarEngaging 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.
-
Engagement guideWhistleblowing: 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 ...
-
PRI Web PageAbout 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.”
-
Engagement guideESG 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).
-
-
Case studyFTSE 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
-
Case studyEngaging ICT companies to better protect children from sexual exploitation online
Case study by Christian Brothers Investment Services
-
Case studyIncreasing Crehana’s reach in low-income populations
Case study by Acumen LatAm Impact Ventures LLC - “ALIVE Ventures” and Crehana Education
-
Case studyResponsible tax engagement
Case study by Engagement International and the Municipality of Aarhus, Denmark
