Value investing congress presentations templates
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National Black Council Luncheon 1 — 2 p. Concurrent Sessions — a. Preconference Workshops Arrive early and attend a preconference workshop on Friday, April 1. Full Day Workshops 9 a. When discussing equity, people often focus on race, gender, community norms, and poverty. In our calls for equity, there are substantial differences in how we define the term. To work for collective action, we have developed shared metrics and measures to guide you in aligning your policies, procedures, practices, and plans into a new way forward.
Join in a hands-on simulation to experience the difficulties and frustrations struggling readers face daily in a classroom. Dyslexia is more prevalent than realized, and addressing the needs of students with dyslexia may hold the key to all students' reading success. Discover how educator knowledge in the science of reading will ensure we meet the needs of all students, including those with dyslexia. Learn how to tell the story of your school district and community in compelling stories that engage, motivate, influence, and expand your leadership abilities.
Learn how to become a powerful storyteller to share the news of the great work going on in your district. You will leave the session with powerful stories that you can immediately begin sharing back home. Ongoing research in Texas suggests there can be a relationship between school boards engaging and leading their community and the likelihood their district is improving achievement for all students while closing gaps.
Gain insights your governance team can apply to do the same. Experiential Learning Visits Experiential learning visits offer a rare opportunity to explore education in practice. Sessions Advocacy Advocacy and You: Why and How to Be Involved This session will be hosted by CSALS members from different states to talk about the importance of being involved at the state and federal level, no matter what your state looks like.
All politics is local, and if board members don't share their experiences, concerns and comments, other groups will control the legislative narrative. We'll make it feel easy for you and hopefully inspire members to share their stories more widely. Addressing Equity with Trauma-Sensitive Schools Find out how Stonington Public Schools, a small coastal Connecticut school district serving approximately 2, students, accelerates student learning through the implementation of research-based practices in grades K Stonington has benefited from partnering with EASTCONN consultants over the past three years to improve student engagement using trauma-sensitive instructional practices.
EASTCONN provides support to each school using a responsive consultation model that informs the professional learning at each site based upon data unique to each school. Large and diverse school districts frequently struggle to engage and provide meaningful support for African American students to increase student achievement. Empowering and building self-efficacy in students allows them to thrive despite challenges. Data shows that students enrolled in the PROUD program not only outperform academically but also have higher levels of school engagement.
We will cover the difference between technical and adaptive leadership, explore DEI leadership through a continuum framework, learn how to lead DEI conversations, and make a personal inventory for further work. Expect to be both challenged and encouraged that you can do this! Build a Blueprint for Linking Student Voice to Policy and Practice This workshop will provide a practical blueprint for district leaders to meaningfully connect student voice to district policy and practice.
By using the two-year journey of the Tigard-Tualatin School District a suburban district of 12, students outside of Portland, OR as a case study, we will discuss the benefits and consequences of elevating student voice in a politically charged environment. Participants will learn how to: build student voice structures and systems, leverage storytelling with community and media partners, and bridge student input to policy change.
Technical content knowledge is not enough to create sustainable change. We have a responsibility to create equitable environments at all levels of educational organizations so that adults and kids alike can grow and thrive. Learn how the Pendergast School District AZ enrollment8, prioritized leadership professional development around "soft skills" as the foundation for equitable learning environments that truly impact student achievement.
We will share our journey, results, and what's next. Classism Understanding the Impact of Socioeconomic Status in Our Schools and Classrooms Class and socioeconomic status are often social identities that can be invisible or can be hidden. However, issues of classism and socioeconomic status can have a profound and long-lasting impact on the growth and development of students.
This interactive and engaging session is also a customizable professional development opportunity for educators. The program earned a Magna Awards Grand Prize. Diversity Recruitment Natomas Unified School District CA Board Policy - Theory of Action for Student Success, expects schools and the greater Natomas community to see the district's diversity as a strength and create a welcoming, student-friendly learning environment.
Maryland has developed a facilitated Educational Equity Board Governance Workbook and a Board Self-Evaluation Instrument to help determine where your board is on the journey towards providing educational equity for each of your students.
The Educational Equity Board Governance Workbook provided will facilitate a step-by-step process to empower your board to use your governance role in the quest to provide equity for each child in your schools. This hands-on session will invite interaction with fellow board members from around the country in pursuit of the same goal. Find out how a district of many languages is building a community of one purpose. Panelists will share expertise and experience: where progress has been made, frank discussions of where progress is lacking, and lessons learned.
One District's Equity Journey Find out how Rush-Henrietta Central School District NY enrollment 5, engaged their school district community in a district-wide Equity and Inclusion priority focused on mitigating inequities throughout the district. Through its story, learn about the model and understand how the Regional Office of Education, the South Cook Intermediate Service Center, is working to broaden this employment initiative to the 66 districts it serves.
Parent Engagement for English Language Learners In this session, we will explore parent and community engagement strategies when collaborating with English Learner families. We will discuss how a district with over 5, ELs partners with families, speaking over 40 languages, to ensure they have the tools, resources, and equitable access necessary to thrive. Participants will explore potential cultural barriers and successful strategies that provide opportunities to welcome and authentically involve parents in the school community.
We will explore culturally relevant strategies to promote equitable access for all. The TDSB has demonstrated a long-standing commitment to equity through our innovative programs, inclusive curriculum, professional learning, and unique strategies to close achievement, participation, and opportunity gaps. We will discuss how we are dismantling the barriers and discriminatory institutional practices of employment and promotion aligns with our equity vision supporting all students and staff.
District leaders will share the STEAM academy work at our schools and how they are intentionally increasing rigor and deeper learning instructional strategies as part of our strategy to improve outcomes for all students but especially Latinx and African American students. Participants will understand what deeper learning is, how to consider equity issues, and a planning strategy to make real progress towards providing deeper learning for all.
During this workshop, participants will engage in an inquiry process along with a deep dive into board effectiveness research. Participants will also be introduced to a model evaluation tool aligned with the research designed to help school boards become peak performers. A Systems Approach to Language and Culture Immersion in the Lower Kuskokwim School District Learn how the Lower Kuskokwim School District, serving 4, students across 22, square miles in remote, rural Alaska, has implemented a strategic thinking model and key measures of success that have resulted in quantifiable improvements district-wide.
This includes the support of language and cultural enrichment models including a full Yup'ik immersion program and a Dual Language Enrichment Model program in 19 of LKSD's 29 schools. At the Table Together: The Collaborative Superintendent Evaluation Process The Kansas City Public Schools MO enrollment 15, Board of Directors implemented a unique superintendent evaluation process that brings the superintendent and his team to the table during the deliberation and determination of his summative evaluation.
Learn how the board has transformed the responsibility of completing the superintendent's evaluation from an event into a transparent, collaborative, and ongoing process based upon clearly defined standards, goals, and measures.
Come see book highlights, the derived tool, and the impacts of its application. Research supports that classroom teachers have the most influence on how well students perform than the principal, central administration, superintendent, and the school board. This session will discuss how school boards' actions can lead to improved student achievement. Is there a path to harmony for all? Learn how Torrance USD CA , with 23, students, 3, employees, and 30 schools, combined vision, leadership, great strategy, and a deliberate focus on improved communications to earn and keep public trust and support — even during a pandemic!
Leading Early Literacy from the Front Join representatives from California's top-ranked comprehensive school district and learn how Palo Alto Unified identified early literacy as an "all-in" priority area to positively impact students who have lagged behind their advantaged peers for decades.
Learn how to identify the compelling "why" that leads to universal buy-in, accountability, allocation of resources, and clear messaging to the community. The vehicle in this case is early literacy, but the lessons and methodology for governance can be applied to the compelling "why" in any school district in the nation. Leveraging Shared Governance to Facilitate Board and District Priorities The collective efforts of school boards and stakeholders are vital to student achievement and district success.
Applying shared governance structures can strengthen positive relationships, clarity for stakeholders, and encourage better performance. Join the Bakersfield City School District CA to learn specific, replicable, and sustainable structures that facilitate shared governance, increased collaboration, and facilitate implementation of board and district priorities.
Life readiness is defined as having the skills, experiences, and confidence to achieve postsecondary goals. Lawton PS has aligned curriculum so that students across three different high school campuses have access to every AP course, all on campus and off campus concurrent collegiate courses, Vocational Career Technical programs, and STEM programs. Making Board Communication Effective and Efficient Discover how the Cape Henlopen DE Board of Education enrollment 6, improved communication within their board and with the stakeholder groups in the district and community during the pandemic.
Participants will learn easy strategies to keep the flow of information moving in effective and efficient ways. Keep everyone in the loop, from board member to staff member, to parent and community member. Modeling Civility in Your School District This session will help school board members put into practice NSBA's Policy and Belief calling on public officials and levels of government to model civil discourse in their deliberations.
The board room, the classroom, and social media provide opportunities for board members to demonstrate civility and serve as role models that can help communities build relationships and consensus. Recruiting and Supporting Your New Board Members Are newly elected board members coming to your table unsure of their role?
Are you having trouble getting people to put their name on the ballot or apply for vacancies? Are you unsure how to support your new board members? Come and hear how one state association is playing a role in recruiting and supporting new board members - from our statewide Get On Board campaign prior to the election filing deadline, to our year-long virtual New Board Member Series, and so much more.
You'll also leave with new ideas that you can use at the local level to recruit and support your new board members. System, Process, and People Success Equals Student Success in a Rural School District How did a small rural, high-poverty, majority Black school district enrollment 1, move up its state report letter grade by eight digits in one school year and continue upward movement during the COVID pandemic?
Ten Best Practices to Avoid Liability Board of education members are often faced with many challenging issues that could lead to your board becoming part of a lawsuit. This session will explore the common legal pitfalls boards face, the best ways to deal with them,, and the best ways to avoid them. The Happiest Place on Earth? Expanding Access to Pre-K Would you like to have a positive impact on your entire K continuum by engaging more of your community's youngest learners?
Through the conversion of a vacant box stores, North Kansas City Schools MO enrollment 21, was able to reinvent over , square feet into a thriving learning environment for more than 3- and 4-year-olds. Hear about funding sources to make such an investment sustainable. We are proud to share our success in increasing pre-K options for the families we serve.
The Radicalization of American School Boards School board elections are witnessing increasing political involvement from local community-based and traditional political parties as well as special interest groups, such as QAnon. This research shares the findings of a mixed methods study to understand the motivation, techniques, strategies, interests, and operations of such groups in school board elections.
Once viewed as a training ground for future political aspirations, school boards have become the locus of political activism in furtherance of narrow political agendas. Participants will be introduced to the Inclusive Education Innovation Framework, a model for considering the multiple contexts of equitable innovation, a research-based process that supports school-based innovation, and explore emerging trends in SEL, possible selves, global competencies and social innovation, learning space design, and emerging technologies.
Delivering a Bond Issue on a Board Vote In March of , the Leavenworth Board of Education voted in favor of a no tax-increase bond issue to provide facility improvements to the Leavenworth Unified School District KS enrollment 3, focused on safety, security, collaborative learning, and kindergarten readiness.
The board's split vote resulted in a sense of division to the community-at-large. The bond issue ultimately passed with Two members of the community Bond Visioning Group district mothers ran successfully in the next school board election and helped to see all work completed. Putting the "Prove" in Continuous Improvement: One District's Innovative Planning Process Find out how Anoka-Hennepin MN Public Schools enrollment 37, implemented a process aligning annual strategic priorities based on data, a planning calendar with identified key decision points, and a system for measuring organizational effectiveness, incorporating opportunities for staff input and feedback.
Ongoing collaboration between the school board and district administration is an important part of the process and is grounded in a philosophy of continuous improvement. The Implementation of a Transparent Budgetary Process with the Board of Education and the Community Learn how Dearborn Public Schools uses a transparent budget process to explain complex accounting information to the public.
The Board of Education and administration collaborate to approve a budget that is aligned with the District Strategic Plan. Learn from professionals who will share how they communicate their budget and handle multiyear forecasting discussions with non-accountants, including tips for success. Dearborn Public Schools is the third largest district in Michigan, with 21, students. The Reasonable Accommodation Playbook The reasonable accommodation process under the Americans with Disabilities Act ADA is intended to be a flexible and interactive process, requiring clear communication between the employee and the employer.
Discover how Aldine Independent School District in Houston, Texas enrollment 66, , developed its reasonable accommodations process to provide qualified employees with disabilities with equal employment opportunities, discuss how more difficult situations were successfully resolved, and how your district can implement similar processes to comply with the ADA. Learn how a Strategic Talent Leadership Assessment yielded Rowan-Salisbury Schools NC enrollment 20, , the information it needed to align personnel, funding, and talent development resources to inform a new district strategic plan and school improvement strategy that works.
Participants will receive the Strategic Talent Leadership Framework, learn best practices for engaging in Strategic Talent Leadership, and understand how to identify and progress monitor the right metrics for yielding sustainable school improvement results. Non-Defensive Communication to Build Relations, Increase Rapport, and Reduce Stress Most of us go into meetings, personal interactions, and electronic communications unprepared to bring about positive results, because we lack the knowledge about recently discovered, powerful non-defensive communication skills.
Every school board and leadership group wants to work together as a team to bring about positive results. Many times, we sabotage our efforts with weak verbal electronic communication. Learn to use the eight research-based, innovative non-defensive communication skills to bring any group together as a team.
A Whole Child Framework Learn how a Whole Child Approach took Tacoma Public Schools TPS from a dropout factory to a nationally recognized model of a district that ensures every student is safe, healthy, supported, engaged, and challenged. Through a data driven framework, TPS enrollment: 28, transformed its schools and community to raise graduation rates to historic rates and built a community culture that values the whole child.
Foster youth population is at and the homeless rate is Crisis Communication: Building Trust When Information Is Changing Rapidly When a global pandemic disrupted education as we knew it, the need to keep our families and staff informed was a top priority.
The information was changing day by day, and at times, hour by hour. During this confusing time, we found a way to build trust with our audiences and deepen our connections with the community. Woodland School District 50 IL built a communications plan that was flexible, transparent, and human. Learn how we brought our learning community together when we were forced to stay apart. These differences have the potential to complicate emergency situations and delay care.
In addition, many such plans fall short in addressing the complex and varied needs of students with disabilities. Laura Sharp and Attorney William Zee team up to provide a comprehensive and practical overview of emergency preparedness from a school perspective and strategies for community and school partnerships. Attend this session to find out how disaggregated chronic absence data, released in a timely manner by Massachusetts and Connecticut, offered critical insights into which grades and student populations lost out on learning from school and need extra outreach and support.
Association of School Committees Executive Director Glenn Koocher will highlight the data and its implications for district policy and practice. Department of Homeland Security to learn about existing and emerging threats and hazards facing the K community, and the federal government resources available to combat them. The session is designed to be highly interactive, with speakers soliciting input from the audience throughout the discussion.
Our School Has Gone to the Dogs! Learn how a school dog can increase student engagement, improve student behaviors, positively impact school culture and climate, stop student meltdowns in their tracks, and ultimately improve student achievement. Hear personal stories of student transformation toward academic success due to the help of a canine friend. In the pilot year alone, student arrests dropped from 65 to 12 in one school and now the district averages only five student arrests across all schools.
Incidents with police involvement decreased by over half over the first two years. One of the most critical needs magnified by the school closures was the gaps in mental health access and supports for children and youth in or at-risk of entering the child welfare system.
Federal and state mandates that require districts to address the needs of foster youth and participants will learn about effective ways to meet these obligations. School social workers SSWs are prepared to address trauma and work with the whole child through tiered support designed to increase both behavioral and academic success. Their approach helps SSWs improve school climate and student outcomes by developing community resources and engaging families tier 1 , running therapeutic student groups tier 2 , and counseling children impacted by trauma or mental health challenges tier 3.
This is REAHL - Recovery, Education and Action for Healthy Living During the ongoing pandemic, we have all seen an increased need for substance use and mental health supports for our students and families. In this session, you will learn how your school district can implement a continuum of services and support for students; from prevention and intervention to treatment and recovery, as Portland Public Schools is doing in Oregon enrollment47, This includes a review of district policies, budgeting, and system alignment.
Trauma Informed Schools are Culturally Competent Schools We have all been through an unprecedented year in the history of education. Sadin is a school administrator, sitting school board member and trauma expert. Join her for this engaging, hopeful, and entertaining workshop that will identify the impact of the pandemic and subsequent quarantine on our staff and students.
The role of the school board in building a resilient school community will be provided. Sadin will share her proven framework and strategies. Working Together for a Behavioral and Mental Health Support Program Support for students and teachers in the areas of behavioral and mental health is often difficult to find, especially in rural communities.
This session will explore the partnership that has formed between a few schools and a local hospital to provide needed support for students, teachers, parents, and community members. Successes, pitfalls, and ideas related to starting a program in your area of the country will be shared and discussed. Effective School Board Relations with School District Business Offices Develop strategic communication practices to encourage collaboration between school board members and district business officials by promoting financial transparency to all stakeholders of the district.
Every day you face unchartered waters as we conquer the normal issues we face as well as the aftermath of COVID and all the federal and state dollars and mandates that have come as a result. The relationship between the superintendent and school board members has proven to be either the support that schools have needed to press on, or in some cases, the reason many superintendents are retiring and leaving earlier than they might have otherwise. Making Every Voice Count: Effective Superintendent Evaluation Discover how the Cape Henlopen DE School District enrollment 6, developed a superintendent evaluation process that strengthened the relationship between the board and superintendent, focused the work of the district and resulted in effective implementation of several innovative programs district-wide.
Attendees will learn how to implement a superintendent evaluation program that captures the voice of all members of the board and the superintendent, which can be linked to strategic planning goals. Superintendent Selection: The Right Process and the Right Fit Selecting a new superintendent is the single most important decision the school board will make.
When boards are seeking a superintendent who will fit their district and whose professional skills are outstanding, it is prudent to secure outside assistance. Superintendent searchers representing the National Affiliation of Superintendent Searchers NASS will outline key steps boards must take to find the right fit and have a smooth transition with their new superintendent. NASS represents over 35 state school board associations from across the nation.
Artificial Intelligence. Gen Alexa is entering our schools. The PRI welcomes the consolidation of the existing green bond standards in China into one comprehensive national standard. The PRI recommends to develop technical screening criteria to assess alignment with the Paris Agreement, and whether projects classified as green avoid significant harm to other environmental and social objectives.
The PRI welcomes the publication of the guidelines and recommends to include in their scope broader systemic and sustainability risks that may affect investment portfolios. Department for Transport Ending new sales of petrol, diesel and hybrid cars.
The PRI supports bringing the proposed sales ban date forward to and implementing a package of policy measures which will accelerate the growth in sustainable vehicle sales in the UK while reducing the number of vehicles on UK roads overall. We therefore respectfully request that the DOL withdraw the Proposal. See comment. Renewed Sustainable Finance Strategy.
To support the success of this strategy, the PRI makes four overarching recommendations, with further detailed commentary. Labour Party Green Recovery Consultation. The PRI sets out four key areas for an inclusive green recovery in the UK, focusing on areas with a high economic multiplier — transport, land use, energy efficiency and power.
The PRI welcomes the opportunity to submit a consultation response on the EU climate ambition for and for the design of certain climate and energy policies of the European Green Deal. Consultation on the review of the non-financial reporting directive NFRD. The PRI welcomes the opportunity to submit a consultation response under the review of the Non-Financial Reporting Directive and makes recommendations how the NFRD and the EU non-financial reporting standards can increase the availability of high quality, relevant and comparable data.
Remarks by Heather Slavkin Corzo. The PRI welcomes the inclusion in the new law of the topics of climate change and low-carbon transition. Setting up a comprehensive policy framework for the energy sector is an important step for China in managing a sustainable energy transition aligned with the Paris agreement. The PRI's comment argues two main points: 1.
ESG integration is universal, and as such, should not be included in the fund names rule. Where the fund has a specific ESG objective, that could be included in the fund name on a case-by-case basis. The PRI strongly supports this approach. The PRI recommends that the sustainable finance committee provide further clarity on the processes necessary to achieve alignment.
The PRI recommended focusing in particular on:. Business responsibilities and investment treaties. The PRI believes that the rule would significantly impede the accountability of management to their shareholders. Shareholder Proposal Rule. The PRI has serious concerns that the Proposed Rule would significantly weaken the role institutional investors play in corporate governance.
Financial Services Agency Stewardship Code consultation. The PRI welcomes the introduction of sustainability into the stewardship responsibilities of Code signatories. The update introduces mandatory disclosures on key environmental and social issues which will contribute to building standardised and comparable ESG data for investors in the Chilean market. Full response here.
Signatory sign on letter: SEC's proposed changes to shareholder proposals and proxy advisory firms. The PRI and the undersigned signatories oppose the proposed changes to Rule 14a-8 and proxy voting advice. The PRI encourages signatories to sign on through the collaboration platform. This letter will remain open through January 31st, Law Commission Scoping study on intermediated securities. The current system of intermediation creates barriers to investors properly exercising their voting rights and thus hinders their active ownership responsibilities.
Read the letter. An open letter to our US signatories on public policy engagement. ESG issues are likely to have an increasingly material effect on returns in the coming years, and policies and regulations relating to these issues are rapidly growing. TPR needs to prepare trustees for this shift by, in particular:. Home Office Transparency in supply chains.
To improve investment consultation service provision on ESG-related issues, the PRI recommends the guidance includes:. As such our recommendations to the Ministry of Business, Innovation and Employment are:. Following oral testimony before the Treasury Committee, the PRI has provided written evidence on the policies needed to achieve net zero emissions in the UK. The PRI commends the Subcommittee for calling this hearing to consider legislative approaches to require issuer disclosure of ESG data.
Investors need access to consistent, comparable disclosure of material ESG data to make informed investment decisions. The PRI urges the Commission to promote long-term investing by ensuring investors have access to the information and tools necessary to incorporate material ESG factors into investment decisions. PRI recommends that material ESG information is published in the annual report and reported alongside financial indicators; ESG disclosure is placed under oversight by the board; the board sets quantified and dated ESG targets; that primary ESG metrics are required.
In addition, we recommend industry-specific and forward looking disclosures aligned with the TCFD framework. The PRI recommends that the FCA produce guidance to improve the quality of reporting for beneficiaries of contract-based schemes, and places a stronger imperative on providers to integrate member views.
In light of regulatory changes proposed to encourage greater stewardship in the UK, the FCA and FRC jointly published a discussion paper on what further barriers to effective stewardship remain and how they might be overcome. The PRI recommends:. In February, the DWP opened a consultation to support greater pension fund investment in illiquid assets, and recommends that smaller direct contribution schemes consider consolidation.
The PRI welcomes the consultation and recommends expanding the reporting scope for consolidation to include larger schemes. The PRI strongly welcomes many of the proposed changes, particularly the explicit recognition of the importance of ESG considerations and the introduction of an annual reporting requirement.
The PRI welcomes the regulatory baseline that the implemented Directive will introduce for disclosure of active ownership activities. The PRI recommends strengthening this baseline by requiring disclosure on a mandatory rather than comply or explain basis. IOSCO consultation report on sustainable finance in emerging markets and the role of securities regulators. This report and its recommendations will support securities regulators in promoting the development of responsible investment practices in emerging markets.
The PRI recommends that securities regulators introduce mandatory ESG disclosures, aligned with international standards and existing best practice, including explicit reference to TCFD implementation and reporting.
IOPS consultation on draft supervisory guidelines on the integration of ESG factors in the investment and risk management of pension funds. The draft guidelines will support pension fund supervisory authorities incorporate ESG requirements in investment regulations. The PRI welcomes the Guidelines on Disclosure Requirements Applicable to Credit Ratings as a significant step forward in transparency, by encouraging better signposting of how ESG factors may contribute to a credit rating opinion, rating outlook or related action.
The PRI supports many aspects of the proposed technical advice. Our priority recommendations are:. See full response in French. In June , the European Commission sent a request for technical advice to EIOPA to supplement the initial package of legislative proposals and assist the Commission on potential amendments to the delegated acts under Solvency II and the Insurance Distributor Directive.
The PRI recommends that the amendments be further aligned with the High-Level Expert Group recommendations on investor duties, governance and risk management. Government of Canada Interim report of the expert panel on sustainable finance. In April , the Government of Canada announced the creation of the Expert Panel on Sustainable Finance, tasked with building on the work of similar initiatives around the world, including the Task Force on Climate-related Financial Disclosures, and developing recommendations on the types of finance and investment structures that will help build the low-carbon economy.
Site powered by Webvision Cloud. Skip to main content Skip to navigation. Consultations and letters. Quick links to content Archive - See response Global May Call to Action to G7 Leaders for a Just, Affordable, and Urgent Transition The PRI supports the recommendations of four key policy areas—across finance, climate and nature, energy and social issues—to drive a just, affordable, and urgent energy transition, in order to transform our economies and improve security, sustainability and quality of life for citizens in G7 countries and the world over.
See response China and EU January International Platform on Sustainable Finance IPSF consultation on Common Ground Taxonomy CGT The PRI recognises that taxonomies are a key tool for redirecting financial flows towards economic activities that meet robust sustainability standards and are aligned with high-level policy commitments, therefore, the CGT could be a useful tool to increase the interoperability of taxonomies, on the condition that clarifications and improvements are made regarding its purpose, science-basis, methodology and presentation of criteria.
See statement UK January The PRI respond to a consultation from the FCA that seeks initial views on new sustainability disclosure requirements SDR for asset managers and FCA-regulated asset owners, as well as a new classification and labelling system for sustainable investment products.
See response China January China consultation on regulations of insurance asset management companies To ensure that IAMCs are appropriately managing ESG related risks and opportunities as a part of their obligations to clients, the PRI recommends that the proposed regulation should make clear that IAMCs must consider ESG factors in their corporate governance, risk management, investment activities, stewardship, and disclosure practices.
See response EU December The PRI sent letters to finance ministers of all 27 member states about alternatives to including gas-fired power and nuclear energy in the EU Sustainable Taxonomy The PRI urged finance ministers to publicly support the consideration of alternative policy solutions to recognise gas-fired electricity and nuclear energy as transition activities outside of the EU Sustainable Taxonomy, as set out in its position paper. See full letter China October MEE consultation on enterprise environmental disclosure The PRI recommended that the MEE should extend the scope of reporting institutions to cover all large companies, listed companies and debt issuers, require climate related targets and quantitative measures, coordinate with other financial regulators to create a consistent reporting framework across corporate and FIs, and align with other global and regional standards including the work by the IFRS Foundation and EU CSRD.
See response China September PRI letter to Beijing Stock Exchange The PRI welcomed the establishment of the exchange and recommend that BSE take steps to further promote responsible investment among listed companies, support mandatory ESG disclosure and provide guidance on climate-related targets and measures for listed companies in China, and become a signatory to the Sustainable Stock Exchange initiative. See response UK September The PRI respond to a consultation from the FCA on a series of proposed reforms to improve the effectiveness of UK primary markets and how it might continue to develop to ensure they remain competitive and dynamic.
See response UK September The PRI respond to a consultation from the FCA on proposals to introduce climate-related financial disclosure rules and guidance for asset managers, life insurers, and FCA-regulated pension providers at both the product and entity-level.
See response US September PRI Letter to Congressional Leaders calling for bold climate funding in budget legislation The PRI called for any budget legislation to fully fund efforts to limit carbon emissions to set a precedent for bold climate action, consider climate impact across every committee, which represents an oppprtunity to create sustainable jobs and support a just transition.
See response Germany September BaFin Consultation on requirements for sustainable funds The PRI welcomes the ambition of these new guidelines to mitigate the risk of greenwashing through better accountability and transparency. See response Canada July PRI support for Bill S, Act to enact the Modern Slavery Act and to amend the Customs Tariff In order to align the act with international standards and emerging regulation in other jurisdictions, the PRI recommended four alterations to the bill that are crucial for institutional investors to avoid subjecting them and their portfolio companies to deviating national standards.
See response Australia July The PRI respond to APRA prudential practice guide on climate change financial risks PRI recommended that APRA clarifies and strengthens the guidance on how climate change risks should be considered in investment governance frameworks and management of investments, and proposes a mechanism for transition to mandatory disclosure requirements. See response South Africa July Call for Stakeholder Inputs, Draft National Green Finance Taxonomy The PRI recommended to maintain consistency with the EU Taxonomy and y scientific evidence; clarify the ambition of the GFT and consider a mandatory framework in the future; increase usability of the draft GFT; ensure future additions to the GFT have robust, science-based technical screening criteria; do not sacrifice ambition for the sake of practicality; instead, work to improve data availability; be clear about targets and transition; and re-assess the presentation of minimum social safeguards.
See response UK June PRI respond to a call for evidence issued by the Committee for Work and Pensions on pensions stewardship and COP26 The PRI recommended that pension schemes that have made an emission reduction commitment should set near term targets and report on progress and highlight the importance of a consistent TCFD-aligned framework across the investment chain.
See response US June Sign On Letter on SEC Request for Comment on Climate Change Disclosures The PRI organized a sign-on letter for signatories and supporting organizations in support of standardized, mandatory disclosure of material climate and environmental, social and governance ESG information, to fulfill a fiduciary obligation to fully consider material information and make informed investment decisions for long-term value creation. Investors need comprehensive, comparable and decisionuseful data from companies on climate change and a range of ESG issues See response China June CSRC consultation on periodic reporting rules for listed companies The PRI recommends that the CSRC should introduce mandatory, standardized reporting requirements that can align with global standards, include disclosure on climate-related targets and quantitative measures, include forward looking disclosure in line with the TCFD recommendations, coordinate with other ministries to further extend the scope of reporting institutions, and create a consistent reporting framework across corporate and financial institutions.
See full response in English and Chinese EU June European Commission consultation on the obligation for certain companies to publish non-financial information under the article 8 Taxonomy regulation delegated act The PRI welcomes the draft Article 8 delegated act and provides 5 overarching recommendations: Ensure consistency between disclosure requirements and sustainable finance policies, especially the Taxonomy RTS.
Bring the timeline of the review clause forward and consider extending capex plans for certain projects. Remove the requirement to report a breakdown of numerators and denominators for financial undertakings.
Provide guidance on minimum social safeguards disclosures. Investor disclosures against the Taxonomy will bring much needed clarity to investment products' alignment with environmental objectives, and together with the SFDR, will provide an important level-playing field among financial market participants See response Japan May PRI response to Guidelines for Investor and Company Engagement consultation The PRI welcomes the revised version by the Council of Experts of the Guidelines for Investor and Company Engagement, which explicitly recognises the importance of sustainability, board responsibility and diversity in creating long-term corporate value.
See response Japan May PRI response to Japan Corporate Governance Code Revision consultation The PRI welcomes the proposed draft of the revised version of the Corporate Governance Code, which explicitly recognises the importance of board independence, diversity and sustainability in creating long-term corporate value and sets out higher corporate governance standards for TSE Prime Listed Companies.
EU April PRI statement on clarification of fiduciary duties and consideration of sustainability preferences in the EU The PRI supports the action to clarify fiduciary duty rules for asset managers, insurance undertakings, and other investors and their relation to the assessment of sustainability risks. See full response Singapore March Green finance industry taskforce taxonomy consultation The PRI welcomes the development of a green finance taxonomy in Singapore.
See full response UK March Department for Work and Pensions Taking action on climate risk: improving governance and reporting by occupational pension schemes - response and consultation on regulations The PRI welcomes the leadership shown by DWP in raising awareness of climate-related risks, and supports a number of the revisions made in light of industry feedback on the August consultation.
See full response UK February Financial Reporting Council Future of Corporate Reporting The PRI welcomes the intent to strengthen accountability to stakeholders, and encourages the development of statutory non-financial reporting in the UK corporate reporting framework, though cautions against separating financial, ESG and sustainability reporting across multiple reports. See full response UK January Joint letters to UK Prime Minister and Transport Secretary on climate policy PRI and several UK asset owners have written to the UK government calling for continued climate ambition in advance of COP26, including progress on land use challenges, energy efficiency and smoothing the transition to zero-emissions vehicles.
See briefing here China September Consultation on the Green Finance Regulation of the Shenzhen Special Economic Zone This regulation will support local financial institutions to promote the development of responsible investment practices in the Shenzhen Special Economic Zone.
See full response EU October Ad personam mandate on Non-Financial Reporting Standard Setting The PRI fully supports the development of a European non-financial reporting standard and recommends to ensure the widest possible transparency and involvement of relevant stakeholders as well as an approach that allows to define overarching goals and desired outcomes first and attempts to align elements of existing standards second while ensuring the structure and governance of a non-financial standard supports the Sustainable Finance Taxonomy and other frameworks like the SFRD as important tools for investors.
See full response UK October Department for Environment, Food and Rural Affairs Due diligence on forest risk commodities The PRI welcomes the intent to curb deforestation, though recommends that due diligence for importing businesses should not be limited to ensuring compliance with local laws, but rather should ensure no contribution to unsustainable deforestation.
See full response UK October Department for Work and Pensions Taking action on climate risk: improving governance and reporting by occupational pension schemes The PRI supports most of the proposals made by DWP, and recommends requiring scenario analysis of both orderly and disorderly scenarios, and some modifications to the proposed metrics. See full response UK October Financial Conduct Authority Proposals to enhance climate-related disclosures by listed issuers and clarification of existing disclosure obligations The PRI recommends that TCFD-alignment disclosures are brought in on a mandatory basis for all listed issuers, rather than comply or explain for a subset of issuers.
See full response in English and in Chinese China August Green Bonds catalogue consultation The PRI welcomes the consolidation of the existing green bond standards in China into one comprehensive national standard. See full response in English and in Chinese Singapore August Environmental Risk Management Guidelines consultation The PRI welcomes the publication of the guidelines and recommends to include in their scope broader systemic and sustainability risks that may affect investment portfolios.
See full response UK July Department for Transport Ending new sales of petrol, diesel and hybrid cars The PRI supports bringing the proposed sales ban date forward to and implementing a package of policy measures which will accelerate the growth in sustainable vehicle sales in the UK while reducing the number of vehicles on UK roads overall.
See full response EU June Consultation on the review of the non-financial reporting directive NFRD The PRI welcomes the opportunity to submit a consultation response under the review of the Non-Financial Reporting Directive and makes recommendations how the NFRD and the EU non-financial reporting standards can increase the availability of high quality, relevant and comparable data. Provisions on proxy advisors should avoid introducing delays into the compressed proxy advice process.
See full letter UK September The Pensions Regulator Future of Trusteeship and Governance ESG issues are likely to have an increasingly material effect on returns in the coming years, and policies and regulations relating to these issues are rapidly growing.
As such our recommendations to the Ministry of Business, Innovation and Employment are: All default KiwiSaver providers should integrate ESG issues in their investment practices, processes and decision-making, consistent with their investment time horizons. See full response US July Securities and Exchange Commission The PRI urges the Commission to promote long-term investing by ensuring investors have access to the information and tools necessary to incorporate material ESG factors into investment decisions.
The guidance should provide best practice examples of stewardship of other asset classes and be updated regularly. The FRC should avoid duplication between the reporting framework of the Stewardship Code and internationally-used frameworks.
See full response IOSCO March IOSCO consultation report on sustainable finance in emerging markets and the role of securities regulators This report and its recommendations will support securities regulators in promoting the development of responsible investment practices in emerging markets.
See full response OECD March IOPS consultation on draft supervisory guidelines on the integration of ESG factors in the investment and risk management of pension funds The draft guidelines will support pension fund supervisory authorities incorporate ESG requirements in investment regulations. The AMF should articulate its activities supporting active ownership and increase transparency of proxy voting, as well as improve shareholder filing and accountability of the French stewardship code.
The FCA, together with other financial regulators, should integrate the TCFD recommendations throughout the existing corporate governance and stewardship reporting frameworks. A comply-or-explain approach should be avoided. See full response Canada January Government of Canada Interim report of the expert panel on sustainable finance In April , the Government of Canada announced the creation of the Expert Panel on Sustainable Finance, tasked with building on the work of similar initiatives around the world, including the Task Force on Climate-related Financial Disclosures, and developing recommendations on the types of finance and investment structures that will help build the low-carbon economy.
This should be part of a Canadian strategy on Sustainable Finance. Department of Finance Canada should ensure effective implementation, oversight and monitoring of responsible investment-related regulation. See full response US November SEC Comment on SEC Staff Roundtable on the Proxy Process The shareholder proposal process is critical to the functioning of the investment intermediation chain, and proxy advisory firms play an important role in the shareholder voting process, providing investors with high quality, impartial analysis of corporations.
The PRI believes that the current proxy advisory process should not be changed, and that the current ownership requirements and resubmission thresholds are set at the appropriate levels and should not be changed. South Africa October Johannesburg Stock Exchange JSE Public input on possible improvements to its regulatory approach to new and existing listings on the JSE The PRI supports the introduction of mandatory training for members of the audit committee on their responsibilities prior to listing and as a continuing obligation post listing, including training on systemic issues, such as the urgent need to tackle climate change.
The PRI supports the increased focus on the corporate governance report. See full position. Australia September APRA Review of the prudential framework for superannution funds The prudential framework could be improved by better alignment with the Principles for Responsible Investment, to be more effective in achieving its policy objective of achieving better risk management outcomes and managing material risks in the best interests of beneficiaries.
Theproposals are strongly aligned with the Six Principles that investors agree to implement when theybecome PRI signatories. The PRI welcomes the opportunity to respond to this call for evidence. The PRI makes recommendations with consideration of the future UK Stewardship Code, including the recommendation to explicitly reference the TCFD as a framework for best practise climate-related financial disclosures. Our comments are largely restricted to chapters 1, 2 and 13 on remedy package and provisional decision on remedies: how proposed remedies fit with financial and other regulatory requirements on providers.
The PRI strongly supports the revision of Principle 3 including; the focus on corporate culture, and recognition that social license to operate is one of the most valuable assets of any listed entity. South Africa May FSB Draft directive on sustainability reporting and disclosure requirements The Draft Directive provides a comprehensive check-list of items that should be covered by investment policy statements.
The Draft Directive provides practical guidance to pension funds that should further help implement Regulation 28 and increase accountability to beneficiaries. We make two further overarching recommendations regarding this consultation process. This will ensure consistency with expansion of the Stewardship Code guidance to explicitly reference the importance of ESG factors.
We recommend strengthening the incorporation of sustainability considerations, with explicit reference to the need for company boards to consider ESG issues for long-term value creation. UK March CMA Comments on the investment consultants market investigation first working paper We believe that the competition and customer issues identified in the Working Paper are limiting the extent to which ESG issues are part of consulting advice and investment strategies.
In particular, the UK Stewardship Code should explicitly state that environmental and social issues are important drivers of long-term investment value, and are part of the fiduciary duty that investors owe to their clients and beneficiaries. Neglecting ESG issues can lead to asset owners mispricing risk and making poor investment decisions. This is why effectively managing ESG issues is a core part of the fiduciary duties owed by asset owners, and their advisers, to beneficiaries.
See full repsonse. Many policy makers have also acknowledged the financial materiality of ESG factors, for example, by requiring pension funds to disclose their approach to ESG issues. UK January Parliament Work and Pensions Committee Defined ambition pensions inquiry We believe that the proposed CDC funds could play a role in addressing the inadequacy of provisions for retirement income that currently exists across the UK.
US December FASB Proposed accounting standards update to income taxes We welcome the proposed disclosure of disaggregated information on taxes from companies. We would encourage consideration of additional reporting requirements that would enhance tax transparency.
Canada September Department of Finance Federal financial sector framework The PRI recommends that the Department pay more attention to the incorporation of ESG issues, goes beyond ESG integration to consider how the financial system works in aggregate in delivering sustainability outcomes and that the Department set up its own expert group on sustainable finance in the Canadian context.
Climate change is a financially material risk that requires disclosure. The PRI encourages the CSA to support the standardisation of climate change disclosure thereby increasing the availability and use of comparable climate-related, financial and risk management information.
We would also encourage the Commission to consider formal governance to monitor and guide the development of sustainable finance across the EU. PRI commissioned research and investor dialogue with companies on corporate governance issues, including executive pay. UK January Law Commission Defined contribution pension funds and social investment Throughout this response, we note practical and legal challenges faced by funds considering ESG issues, irrespective of the expected financial implications.
In our experience, this causes Trustees to be excessively conservative in their approach. Below, we propose ways in which Trusteeship and Governance could be improved to encourage stronger consideration of ESG issues, in the long term best interests all market participants. EU November European Parliament, ECON Committee Corporate tax disclosure We encourage you to consider the following: establishing a comprehensive disclosure regime for corporations including details of tax policy, governance, risk management and performance.
Further details are provided below; and aligning future disclosure requirements with evolving international standards on Country by Country Reporting CbCR. The rule will ensure employee benefit plans review and report on a comprehensive range of risks, appropriate to the nature, scale and complexity of the plan, and in doing so provide better investment outcomes to plan members. The Council should clarify that the prudent person principle requires asset owners to pay attention to long-term factors, including ESG factors, in investment decision making and the decision-making of their agents.
Best practice sharing between regulators should be encouraged. See full reponse. South Africa May IoDSA Revision of the King Code PRI agrees that the main objectives of the revision relating to presenting a clear, coherent standard for integrated corporate governance, have been met and we make the following recommendations… See full response.
We welcome the Non-Financial Disclosure Directive, which will substantially increase the availability of relevant information to investors. UK February GEO Gender pay gap reporting We encourage you to work with leading institutional investors to ensure that they are aware, and making use of the new disclosures on gender pay.
The PRI believes that along with active stewardship, this will contribute to higher standards of corporate governance, and ultimately, sustainable long-term growth. ESG factors are material considerations in all investment decisions. All content is provided with the understanding that the authors and publishers are not providing advice on legal, economic, investment or other professional issues and services. PRI Association is not responsible for the content of websites and information resources that may be referenced.
The access provided to these sites or the provision of such information resources does not constitute an endorsement by PRI Association of the information contained therein. PRI Association is not responsible for any errors or omissions, for any decision made or action taken based on information on this website or for any loss or damage arising from or caused by such decision or action.
Content authored by PRI Association For content authored by PRI Association, except where expressly stated otherwise, the opinions, recommendations, findings, interpretations and conclusions expressed are those of PRI Association alone, and do not necessarily represent the views of any contributors or any signatories to the Principles for Responsible Investment individually or as a whole. It should not be inferred that any other organisation referenced endorses or agrees with any conclusions set out.
The inclusion of company examples does not in any way constitute an endorsement of these organisations by PRI Association or the signatories to the Principles for Responsible Investment. While we have endeavoured to ensure that information has been obtained from reliable and up-to-date sources, the changing nature of statistics, laws, rules and regulations may result in delays, omissions or inaccuracies in information.
Content authored by third parties The accuracy of any content provided by an external contributor remains the responsibility of such external contributor. The views expressed in any content provided by external contributors are those of the external contributor s alone, and are neither endorsed by, nor necessarily correspond with, the views of PRI Association or any signatories to the Principles for Responsible Investment other than the external contributor s named as authors.
Call on the UK government to reject the Cambo oil field in the North Sea, and to prevent any further investment and licenses for new oil and gas fields in the UK Continental Shelf See response. Letter in Support of H. Investors need comprehensive, comparable and decisionuseful data from companies on climate change and a range of ESG issues See response. The PRI welcomes the draft Article 8 delegated act and provides 5 overarching recommendations: Ensure consistency between disclosure requirements and sustainable finance policies, especially the Taxonomy RTS.
Investor disclosures against the Taxonomy will bring much needed clarity to investment products' alignment with environmental objectives, and together with the SFDR, will provide an important level-playing field among financial market participants See response.
China consultation on the interim regulations on the carbon emission trading system. PRI supports the publication of final taxonomy delegated act. Request for extension of comment deadline See full request. Request for extension of comment deadline See full response. The PRI recommended focusing in particular on: The sustainability of the pension system, in particular contract-based pension schemes and master trusts Holding government accountable for meeting afforestation targets Ensuring a smooth transition from traditional vehicles to electric vehicles over the next decade See full response.
General Rule — environmental and social disclosures consultation by CMF. TPR needs to prepare trustees for this shift by, in particular: Setting minimum levels of knowledge and training for trustees on ESG issues Ensuring trustees of relevant schemes are informed of processes around winding up to encourage consolidation See full response. To improve investment consultation service provision on ESG-related issues, the PRI recommends the guidance includes: Case studies on common challenges trustees face on ESG Sample objectives that more proactive pension funds may set for their consultants on ESG See full response.
The PRI recommends that ESMA amends its guidelines to better reflect that: ESG Disclosure should stress how ESG factors contributed to the improvement or the deterioration of the credit quality of the entity or instrument rated ESG factors are among many material elements considered to form a credit rating opinion The disclosure requirements should apply to ratings opinions, rating outlooks and rating action See full response.
The shareholder proposal process is critical to the functioning of the investment intermediation chain, and proxy advisory firms play an important role in the shareholder voting process, providing investors with high quality, impartial analysis of corporations. The PRI supports the introduction of mandatory training for members of the audit committee on their responsibilities prior to listing and as a continuing obligation post listing, including training on systemic issues, such as the urgent need to tackle climate change.
APRA Review of the prudential framework for superannution funds. The prudential framework could be improved by better alignment with the Principles for Responsible Investment, to be more effective in achieving its policy objective of achieving better risk management outcomes and managing material risks in the best interests of beneficiaries. OSCR Charity investment guidance.
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