MERCER'S RESPONSIBLE INVESTMENT SERVICES - MANAGING LONG-TERM VALUE AND ENHANCING MISSION
Craig Metrick, Principal
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.
Mercer will work to develop a relationship with you and understand your objectives. Implementation services include:
Knowledge building and planning
Staff and trustee training
Peer analysis and benchmarking
Incorporation of RI principles into governance and investment policies
Identification of investments fundamentally aligned with mission and program goals
Manager search and due diligence using Mercer's unique ESG Ratings
Research of RI Donor Funds, 403(b) options and endowment allocations
Implementation plans for proxy voting, corporate dialogue and collaborative engagement
Assistance tracking and reporting enhanced approaches to key stakeholders
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.
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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.