From analyzing potential investments to testing your financial knowledge, these resources can provide insights that support your financial decision-making process. Membership in the Network is open to any qualified institutional investor, where there is an alignment of interest and commitment to co-invest with the EIC Fund. This includes venture capital funds, corporate venture capital funds, national promotional backs, and philanthropic foundations.
The ‘Logic’ within the Reporting Framework will only unlock the asset class-specific modules and indicators that are relevant, depending on the signatory’s AUM distribution and practices. Signatories report on their responsible investment activities by using the PRI’s Reporting Framework. The reporting window opens in May, and we encourage signatories to explore our guidance materials and collect relevant data in advance. Generali is one of the largest integrated insurance and asset management groups calvenridge trust worldwide. Established in 1831, it is present in over 50 countries in the world, with a total premium income of € 95.2 billion and € 863 billion AUM in 2024. With around 87,000 employees serving 71 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America.
Structure of the Reporting Framework
AIGCC connects members to resources, networks and forums to accelerate their climate practice. We also advocate on their behalf to business and political decision makers. AIGCC’s new online training modules will help investors at all levels build their expertise in managing this important area. Index funds and ETFs that automatically reinvest any returns carry the term “Accumulating” in the fund name, while those that distribute dividends or interest are labeled as “Distributing”. Further information on our funds can be found here.
- The group develops investor solutions for facilitating the transition and tracking progress to net-zero emissions economies in Asia and around the world.
- Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any investment or insurance product that may be referred to on or through this website.
- As an individual investor, you are your boss and the sole decision maker when it comes to buying and selling shares.
- The Reporting Framework is comprised of 13 modules, with core (mandatory) and plus (voluntary) indicators.
Sustainability
We are pleased to announce the launch of our new company video which highlights our successes over the past years. This video explains the history of Investors Trust and defines our company’s mission. We are proud to provide a clear understanding of our evolving product offering and advancing global presence. Upgrading to a paid membership gives you access to our extensive collection of plug-and-play Templates designed to power your performance—as well as CFI’s full course catalog and accredited Certification Programs.
The PRI decided to remove reporting on the direct asset class modules for internally managed assets in response to previous signatory feedback to streamline the reporting experience for asset owners. The full asset class modules, including all indicators (questions), continue to be available for all signatories on the PRI website. However, asset owners cannot report to the PRI on the asset class modules, nor does the PRI provide feedback and assessment on those modules for asset owners. If you are unsure whether the products mentioned on this site are suitable for you, please speak to a financial adviser. The value of investments, and the income from them, may fall or rise and you may get back less than you invested.
Belgrave Capital Management Ltd.
The data as reported, may be utilised by the initiative in the future, but this is subject to the outcome of the review. The Reporting Framework contains several questions about general ESG incorporation or stewardship practices, such as OO 8, OO 9 and OO 11–OO 14. These questions ask whether a signatory conducts these practices in general, rather than focusing on the amount of AUM a practice applies to. Signatories can refer to policies they have established, even if they have not implemented them, but should only report on the practices that they have in place at the end of their indicated 12-month reporting period in the Organisational Overview (OO) module. Any practices that were put into place after the indicated 12-month period should be included in later reporting cycles. For more detail on how the OO module affects the reporting process and assessment, please see the Overview and structure guide.
The Trusted Investor Network now brings together 111 investors from across Europe, including venture capital funds, public investment banks, foundations, and corporate venture arms. All members have signed the Trusted Investor Network Charter, committing to support Europe’s most promising deep tech startups and scale-ups. To reduce repetition across asset modules, we analysed the key themes that would apply to most asset classes and collected them in the PGS module. However, signatories can still indicate activities that differ by asset class, where relevant. Fund-of-fund investments should be reported as externally managed assets in the Organisational Overview (OO) module and reported on within the Selection, Appointment and Monitoring (SAM) module. We encourage signatories to start preparing offline before the reporting window opens in May.
Signatories may continue reporting against their own commitments as they best see fit, and PRI reporting will take place as usual. TCFD-aligned indicators were introduced in 2018 as ‘plus’, i.e. voluntary to report on, and subsequently became mandatory in 2021. Reflecting the widespread adoption of TCFD reporting in the industry, all TCFD-aligned indicators in the PGS module are ‘core’ and therefore mandatory to report on when completing the full Reporting Framework in 2025. If your organisation reported in 2023 or 2024, around 96% of indicator responses will be pre-filled in the Reporting Tool. Signatories will be able to amend their pre-filled answers, if necessary, and confirm this information in the tool before submitting their 2025 reports.
Signatories can use their 2023 or 2024 Transparency Reports, the indicator changes guide and the 2025 Reporting Framework modules to identify where they may need to amend their pre-filled answers or where indicators will not be pre-filled. The Reporting Framework is comprised of 13 modules, with core (mandatory) and plus (voluntary) indicators. What is mandatory to report will depend on the type of signatory (asset owner, investment manager) and their reporting status. This working group’s combined focus on company engagement and government policy helps investors understand how their increasingly important role in policy advocacy can also help drive more ambitious corporate climate action. Passive investors hold securities long-term without attempting to influence corporate governance.
Investors Trust Cares seeks to expand the corporate offering by providing opportunities to those with limited resources so they too can build a sustainable life now and in the future. ETFs are often equated with passive index investments, but in fact, both active and passive strategies can be launched as an ETF or a traditional fund. Rather, we do everything we can to help investors achieve their long-term goals.