Not-For-Profit Specialists — Socially Responsible Investments
CONTACT US
Chris Adkerson
Endowment Practice Leader
+1 314 982 5717
Russ LaMore
Foundation Practice Leader
+1 314 982 5680
Michael Ancell
Healthcare Practice Leader
+1 314 982 5709
Michael Pompian
Private Wealth Practice Leader
+1 314 982 5701
SOCIALLY RESPONSIBLE INVESTMENTS
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?
To manage financially material ESG risks and opportunities
- To reduce reputational risk
- To enhance mission through qualified investments
- To implement long-term investment strategies
RESPONSIBLE INVESTMENT
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 |
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Policy enhancement |
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Mission enhancement |
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Portfolio design |
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Active ownership |
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Stakeholder communication |
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RESPONSIBLE INVESTMENT UPDATE
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 recognized.
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 35 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
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. 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. 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.