Climate, policy and value creation: Insights from PRI signatory reporting

Описание: In this episode, Toby Belsom, Director of Guidance and Reporting at the PRI, is joined by James Alexander, CEO of UKSIF and Chair of the Global Sustainable Investment Alliance, and Mette Charles, ESG Research Lead at Aon Investment Consultants.

Drawing on insights from the latest PRI reporting cycle, the largest ever, with over 4,200 signatories participating, the conversation explores what the data reveals about investor commitments, implementation challenges and emerging priorities across the responsible investment landscape.

Together, they unpack how investors are navigating geopolitical shifts, regulatory divergence and systemic risks while translating sustainability commitments into meaningful action.

Overview:

The latest PRI reporting data highlights five key themes:

Reporting still matters, even amid political turbulence
Climate remains the dominant focus across signatories
Global agreements such as the Paris Agreement continue to shape frameworks
Translating commitments into action remains challenging
“Value creation” is increasingly used to justify sustainability activity

The discussion reflects on how these trends are playing out across regions and what they mean for asset owners and managers.

Detailed coverage:

Climate remains king
Climate continues to dominate investor priorities, driven by financial materiality and systemic risk. Progress is uneven, and asset owners face constraints linked to policy uncertainty and limited investable opportunities.

Global agreements and policy divergence
While some governments are stepping back from global commitments, many investors remain anchored to frameworks such as the Paris Agreement and standards like the ISSB. The episode explores tensions created by fragmented regulation.

From commitments to meaningful action
Moving from commitments to real-world impact remains difficult. Barriers include data gaps, short-term incentives, regulatory inconsistency and limited scalable opportunities.

Emerging themes: nature, AI and physical risk
Nature-related risk is rising up the agenda, though methodologies remain complex. The discussion also touches on AI-related ESG risks and growing physical climate risk.

Human rights and social risk
Modern slavery, working conditions and gig economy risks remain key issues, with supply chain transparency a continuing challenge.

Regional contrasts
Europe is reassessing regulation, the US is navigating political shifts, while Japan and Australia are advancing disclosure and fiduciary guidance.

Asset owner power
Asset owners, as long-term capital providers exposed to systemic risks, are positioned to shape markets and align sustainability with value creation.

To find out more about PRI reporting data, visit our blog: https://public.unpri.org/pri-blog/wha...

Chapters:
00:00 – Introduction: insights from PRI reporting data
01:25 – Five key themes from the latest reporting cycle
06:26 – Global agreements, geopolitics and investor confidence
10:07 – Climate leadership, ambition and data challenges
13:13 – Nature, AI and emerging ESG priorities
15:52 – Barriers to turning commitments into action
20:28 – Regional divergence and regulatory shifts
25:09 – Asset owners vs managers: alignment and tension
26:51 – Human rights, modern slavery and social risk
29:44 – Reflections and hopes for 2026

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