08:30-09:00

Coffee and registration

09:00-10:15

Annual General Meeting - all signatories

Session Coordinator: (TBD)
- Welcome from the Chair
- Presentation of the PRI strategic plan by the Executive Director
- Presentation of the budget and 08/09 work program
- Table discussions on how the Initiative can be most effective, priorities, work streams,
   the future of the Initiative, its financial security and governance

10:15-11:15
 

Release of results of the PRI Reporting and Assessment Framework, showcasing of best practice and Q&A

The results of the second PRI Reporting and Assessment Framework will be presented and discussed. After a report on the status of signatories’ implementation efforts, and highlighting of those areas that have the greatest potential for improvement, a number of best practice case studies will be showcased. The process around the Framework will be discussed, including feedback from signatories on improvements for next year.

11:15-11:30

Coffee

11:30-12:05

Break-out sessions - Peer dialogue: owners, managers and service partners

These sessions were added in this year after feedback from signatories requesting more time to discuss issues with those of their peers who are doing similar jobs on a day-to-day basis. While each of the three major categories of signatory are quite diverse, these sessions seek to group people with similar roles to discuss the challenges they face within their part of the investment chain.

- Asset owners - Managing managers and consultants
The purpose of this session is to give asset owners who outsource management the opportunity to discuss how to select, manage and monitor fund managers and asset consultants to ensure that these agents are aligned with the PRI and are fulfilling the owners' commitments under the PRI.

- Asset managers - Managing assets, educating clients and accessing research
The purpose of this session is to gather the managers together to discuss the challenges of implementing the PRI from their perspective. Is it the owners who need to be educated? Are they prepared to invest in ESG capability and make it a requirement of RFPs? Is the research now coming online, or do we need to push harder with initiatives such as the Enhanced Analytics Initiative?

- Service providers - Research and consulting
The purpose of this session is to bring together service providers to discuss how the research and consulting sector can work together to provide better services.

12:10-13:00

Work-stream updates

13:00-14:00

Lunch buffet

18:00           

Signing ceremony for new PRI signatories

08:00-08:30

Coffee

08:30-10:00

'Integration': Best practice case studies and roundtable discussions

This session focuses on implementation of Principle 1. Two signatories will be invited to present best practice case studies on practical aspects of their integration activities, followed by Q&A. Signatories are invited to brainstorm a set of questions with colleagues at their table for 45 minutes, followed by an open discussion.

10:00-10:30

Coffee

10:30-12:00
 

'Engagement': Active ownership best practice case studies and roundtable
discussions

This session will focus on active ownership (Principle 2), and how signatories can collaborate to leverage their impact (Principle 5). Some signatories will present mini case studies of practical aspects of their active ownership activities, followed by Q&A. Signatories are invited to brainstorm with the colleagues at their table a set of questions for 45 minutes, followed by an open discussion.

12:00-13:00

Lunch buffet

13:00-15:30

Clearinghouse and work-stream sessions*

13:00 - 13:40 Clearinghouse session 1
13:45 - 14:25 Clearinghouse session 2
14:25 - 14:50 Coffee break
14:50 - 15:30 Clearinghouse session 3

* Depending on room availability, there may be additional opportunities for clearinghouse
   sessions

15:35-16:00

Closing remarks and summing up

16:15           

Buses leave for ICGN conference