The UN Principles for Responsible Investment (PRI) remain a core reference point for Limited Partners, asset owners and managers. If you’re a signatory, or planning to become one, 2025 brings important adjustments that affect your submission. Here’s everything you need to know.
Why sign and why stay signed
Signatory status signals to clients and stakeholders that you integrate responsible investment across governance, strategy and asset-class practice. It opens access to guidance, working groups and benchmarking data, and it produces public-facing disclosures that support marketing and due-diligence. For existing signatories, maintaining status avoids avoidable questions in fundraising cycles and keeps you eligible for investor membership.
What’s actually mandatory in 2025
What’s mandatory depends on your history with PRI. If you submitted previously and met the minimum requirements, you qualify for partial reporting and must complete only two modules: the Senior Leadership Statement (SLS) and the brand new Other Responsible Investment Reporting Obligations (ORO). If you are a first-time reporter not in a grace period—or you reported previously but did not meet the minimums—you must complete the full framework. If you’re in a grace period, reporting is voluntary.
How you submit (and what those Word packs are)
PRI collects responses through its online Reporting Tool. The downloadable Word documents mirror the questionnaire so teams can prepare offline, align contributors and gather evidence; they are reference templates, not the method of submission.
What changed for 2025
PRI has stabilised the framework while introducing several practical improvements. The new ORO module recognises other RI reporting you already complete, helping PRI calibrate expectations across its Progression Pathways. The reporting tool itself is faster to use, with features like “skip to incomplete” and improved navigation, and—crucially—most prior answers can pre-fill, with carry-over expected for the vast majority of indicators if you reported in 2023/2024. PRI also added clarification text boxes to roughly nine in ten indicators so you can explain context rather than force-fit a tick-box answer. All of this reduces friction but doesn’t reduce the stakes.
Looking ahead to 2026
PRI plans to launch Foundational Reporting – a streamlined core set of assessed indicators—with optional pathways for deeper, more advanced practice. Treat 2025 as the year to get your evidence base clean, mapped and reusable so the 2026 shift is an administrative non-event.
How EA helps you report to PRI
EA centralises your evidence, maps it to the PRI structure, and then drafts the entire submission for review. When you log in, you load or link relevant policies, stewardship records, KPIs and prior exports.
You can also upload your previous PRI responses/exports and EA will pre-fill your questionnaire with last year’s answers, then augment or correct them automatically for the current year’s requirements.
Our PRI workflow asks whether you’re reporting full or partial; if full, you select the relevant asset-class modules (LE, FI, RE, HF, INF, PE) and decide whether to include SAM and SO (both optional).
EA then generates your exact questionnaire and uses your documents to select the correct multiple-choice options, complete numeric tables, and write concise text—including the new clarification fields.
Once you approve, we output a clean pack that mirrors the PRI portal structure and a Word version for internal sign-off. And with our browser plug-in, you can keep EA’s reviewed answers side-by-side with the PRI Reporting Tool and copy them straight into the portal within a single browser view – making the Word auto-fill optional if you prefer to complete everything directly online. The same evidence remains in your workspace so you can pre-fill and re-map seamlessly for 2026.