Responsible Investment

Investment consulting, responsible investment


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Contact: Marina Zoraya
Tel: +44 (0) 20 7178 3282

Responsible Investment

Last updated: 16 November 2009

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Shedding light on responsible investment: Approaches, returns and impacts

17 November 2009

Shedding light on responsible investment: Approaches, returns and impacts Academic research continues to support the hypothesis that specific environmental, social and corporate governance (ESG) factors can make a positive contribution to investment performance. This report summarizes and comments on sixteen academic studies—ten of which show a positive relationship between ESG factors and financial performance.

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PRI Report on Progress 2009

16 July 2009

PRI Report on Progress 2009 A significant number of mainstream investors have "turned a corner" on how they put responsibility into practice, according to the third annual assessment of signatories to the Principles for Responsible Investment (PRI). Key findings show signs of a growing culture of active ownership and collaboration among investors. Mercer was engaged to support the PRI reporting and assessment process for the third year in a row.

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Carbon footprint analysis

15 July 2009

Clients are increasingly looking to evaluate their fund managers against ESG criteria and carbon footprint across their investments. A “carbon footprint” is a measure of the impact that a company has on the environment in terms of CO2-equivalents produced. We offer a range of carbon footprint analysis services for clients to monitor managers on a quarterly and annual basis, as compared to the benchmark.

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Divestment implementation framework

15 July 2009

Companies that operate in states on the US Department of State’s list of state sponsors of terrorism or in countries with controversial regimes can be subject to significant financial, operational and reputational risk. However, avoiding investments in these companies may expose a portfolio to risks as well. In order to provide fiduciaries with quantitative and qualitative information to address these issues, the Responsible Investment team has created a framework that assesses risks and impacts of divestment from operating in a particular country or line of business.

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Research identifies large scope to improve carbon footprint of investment portfolios

5 July 2009

Carbon Risks in UK Equity Funds As governments strengthen legislation and regulation on greenhouse gas emissions, the potential exposure of earnings to carbon costs across portfolios could have a knock-on effect on pension fund returns. WWF commissioned Trucost and Mercer to analyse the greenhouse gas emissions and potential carbon costs associated with UK-based equity funds.

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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 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.
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.

Mercer is a leading global provider of investment consulting 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 portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.