The updated 2021 assessment methodology is now available on the PRI website | Update reports

In 2021, the assessment methodology was revised in line with broader changes to the reporting framework and to better reflect the state of the responsible investment market as well as future advancements. The updated version of the full 2021 assessment methodology is now available on our website, along with the updated 2021 reporting framework modules and a tracking document that highlights any changes to the assessment methodology. rating at the indicator level from 2021 to 2022.

The finalized assessment guidelines allow signatories to familiarize themselves with the methodology before the launch of the 2021 assessments in early September.

In 2021:

  • The module grading system has changed from alphabetical order (A+ to E) to numerical order (1 to 5 stars) to reflect the fact that grades for the 2021 reporting cycle are not comparable to those of previous years .
  • Modules are scored with a numerical rating system ranging from 1 to 5 stars. The lowest possible rating is one star, awarded to those whose responsible investment behavior is at the lower end of what is expected of signatories. The highest rating is five stars and is awarded to signatories who demonstrate best practices within the responsible investment industry.
  • Scores are provided per module or per asset class, with some modules receiving a score per sub-strategy (please see full methodology for more information). The PRI does not provide organizations with an overall score.

Grades and assessment reports remain confidential. For those who wish to share their reviews, please be sure to follow our posting guidelines, outlined under “Sharing Review Reports” in the Frequently Asked Questions section.

The value of PRI reporting for signatories is to showcase their responsible investment activities in a global framework that allows them to track progress and learn from best practices from their peers. The assessments facilitate this learning and development by describing how signatories’ implementation of responsible investing compares year-over-year, across asset classes, and with peers locally and globally.

The revised 2021 assessment methodology helps signatories identify areas for improvement based on a reporting framework that is fit for purpose and reflects current market changes. We continue to monitor the responsible investment reporting landscape and market to produce an effective reporting framework and assessment for 2023.

Questions can be directed to reporting@unpri.org.

About William G. Patrick

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