Inquiry Publications

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  Fiduciary Duty in the 21st Century

  Date: 08-Sep-2015

  This report is based on an analysis of investment practice and fiduciary duty in eight countries: Australia, Brazil, Canada, Germany, Japan, South Africa, the UK and the US. It is based on interviews, roundtables and webinars with asset owners, investment managers, lawyers and regulators and a comprehensive review of law and policy on fiduciary duty. The purpose of this
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  The Case for Investor Engagement in Public Policy

  Date: 06-Mar-2015

  This report aims: To show why public policy engagement is essential for long-term investors. To give examples of how investors have engaged in public policy and the lessons learned. To offer practical recommendations for long-term investors, policymakers and the PRI to better integrate environmental, social and governance factors in the public policymaking process.