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MERCER'S RESPONSIBLE INVESTMENT SERVICES - MANAGING LONG-TERM VALUE AND ENHANCING MISSION


RESPONSIBLE INVESTMENT
Craig Metrick, Principal
October 2012

 


Duration: 7:34 mins 

WHAT IS RESPONSIBLE INVESTMENT?


Responsible Investment (RI) considers environmental, social and governance (ESG) factors in a way that is consistent with both institutional mission and investment objectives. Activities and approaches by investors in this area vary considerably based on organizational goals, structure and beliefs.


WHY ARE ENDOWMENTS AND FOUNDATIONS TAKING ACTION?



MERCER'S RESPONSIBLE INVESTMENT SERVICES


Mercer's team of dedicated RI professionals works to support endowments' and foundations' by integrating ESG considerations into the fiduciary framework: seeking enhanced returns, while managing risk and cost.


A key part of our approach involves developing a dialogue with clients to understand their specific mission and investment requirements and tailor our services to their needs.


Responsible Investment services for Endowments and Foundations


Mercer will work to develop a relationship with you and understand your objectives. Implementation services include:

Knowledge building and planning

arrow icon Staff and trustee training

arrow icon Peer analysis and benchmarking

Policy enhancement

arrow icon Incorporation of RI principles into governance and investment policies

Mission enhancement

arrow icon Identification of investments fundamentally aligned with mission and program goals 

Portfolio design

arrow icon Manager search and due diligence using Mercer's unique ESG Ratings 

arrow icon Research of RI Donor Funds, 403(b) options and endowment allocations 

Active ownership

arrow icon Implementation plans for proxy voting, corporate dialogue and collaborative engagement

Stakeholder communication

arrow icon Assistance tracking and reporting enhanced approaches to key stakeholders

 

The Responsible Investment Update, our global review, highlights important new resources and reports on how investors are approaching environmental, social and corporate governance (ESG) considerations. As the winner of the prestigious GLOBE 2007 Capital Markets Award for Sustainable Investment and Banking, Mercer's investment consulting work in this area has been recognised. Learn more

 

CONTACT US


Mercer's RI team was established in 2004 and now includes 18+ global professionals dedicated to helping clients.

We can help you develop a value-added approach to Responsible Investment, please contact your Mercer consultant or a member of the RI team.

 

Mercer is a leading global provider of investment services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 40 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing fiduciary management.

IMPORTANT NOTICES

Proprietary and confidential
References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity, without Mercer's prior written permission.
Opinions – not guarantees
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ratings do not constitute individualized investment advice.
Not investment advice
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.
 

Investment advisory services provided by Mercer Investment Consulting, Inc. and investment management services provided by Mercer Investment Management, Inc.