investor's guide to commodities - PRI Signatory Extranet - Principles ...

4 The Responsible Investor’s Guide to CommoditiesTable of contents1. Executive Summary 62. Introduction 83. Asset-class overarching considerations 104. Investments in commodity derivatives 124.1 The issues at stake 124.2 Recommendations for institutional investors 134.3 Areas for further research and collaboration 145. Investments in physical commodities 155.1 The issues at stake 155.2 Recommendations for institutional investors 155.3 Areas for further research and collaboration 156. Investments in real assets 176.1 The issues at stake 176.2 Recommendations for institutional investors 176.3 Areas for further research and collaboration 187. Debt or equity investments in companiesor projects providing commodities exposure 197.1 The issues at stake 197.2 Recommendations for institutional investors 197.3 Areas for further research and collaboration 208. Special focus: Investments in agricultureand farmland 218.1 Agriculture: a global challenge 218.2 Investments in soft commodity derivatives 228.3 Investments in farmland 238.4 Debt and equity investments in theagriculture and food sector 258.5 Areas for further research and collaboration 259. Conclusion 26