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The RI priorities, objectives and resources of organisations differ widely. Key to our approach is developing a dialogue with clients to clearly understand their specific requirements. Supporting our clients in their fiduciary role, Mercer’s responsible investment expertise links the business and organisational goals of our clients to their financial objectives. We offer clients an integrated and tailored service that helps them achieve a cost-effective responsible investment strategy throughout the investment cycle. We work on projects both big and small, and can be involved in various stages of the process from education to strategy to implementation.
Our services include:
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Topic Area
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Mercer Services
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 Educate investors
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Design and present training sessions to build trustee and plan management’s understanding of RI-related opportunities and risks
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Identify RI opportunities for your plan
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Develop an RI action plan in the context of overall plan philosophy and beliefs, including a component of peer benchmarking
Communicate policies, practices and outcomes with respect to RI and ESG integration
Assess risk and impacts of country or issue divestment and develop a framework for implementation
Understand regional regulations, codes and governance risk frameworks, such as:
- UK Stewardship Code
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Integrate RI into your investment policy
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Review the statement of investment policies and procedures against RI objectives and then incorporate RI principles into your investment governance and develop ESG and corporate governance policies
Integrate RI considerations into requests for proposals, investment mandates and investment manager agreements
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Develop a coordinated approach to active ownership
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Evaluate proxy voting and shareholder engagement strategies, and recommend opportunities
Review the appropriateness of collaborative initiatives, active ownership providers and assess the quality and value of ESG research providers/proxy voting advisors.
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Assess the investment approach to ESG of your managers
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Assess the ESG capacity of current or prospective investment managers, across all asset classes, using Mercer's ESG ratings
Analyse existing portfolios for exposure to ESG risks and for investment opportunities
Identify ESG alpha and beta, consider asset allocation to assets that have sensitivity to ESG risks
Conduct RI manager searches for traditional or alternative strategies
Identify the most highly ESG rated managers and undertake searches for sustainability private equity fund-of-funds, sustainability emerging markets equity managers, mainstream emerging markets managers, Socially Responsible Investment (SRI) equity managers, and RI-branded fixed income managers
Research and rate managers for ESG integration in emerging asset classes such as infrastructure, unlisted property, timberland, agricultural land and cleantech.
Evaluate portfolio carbon footprint |
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Collaborative Research
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Work with groups of investors and industry partners globally to analyse and research thematic issues and systematic risk investments, such as, climate change, water, governance
Integrate findings of research within investors' portfolio and strategy
Develop tools and products from the research to serve clients needs
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Principles for Responsible Investment
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Recommend a strategy for adopting the Principles
Implement PRI strategy and report on accomplishments
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To discuss how we can help you develop a value-added approach to responsible investment, contact the RI team member in your region.
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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.
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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.
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