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Former publications:   2013  |  2012    2011  2010  |  2009  |  2008

2013 publications

Professional Interest Heating Up around Climate Change 

May 2013

 

How can pension plans adapt to climate change? In this article, Mercer explores these questions from the point of view of an actuary in our Retirement practice. 

 

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Considering ESG Risk in Credit Analysis and Corporate Bond Portfolios

May 2013

 

Why has so little attention been paid to ESG factors within bond markets? Mercer explores possible reasons and drivers behind the gradual shift towards integrating ESG factors into credit analysis.

 

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International Codes and Conventions: Are Pension Funds Still Missing in Action?

May 2013

 

Mercer is interested in exploring next steps for moving the conversation about investors and international codes and conventions forward. In this article, we discuss recent developments and possible solutions.

 

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Maximizing Investment Outcomes from Indigenous Settlements

May 2013

 

What does best practice governance mean for Indigenous settlement claims? Mercer discusses findings from its recent report, First Peoples’ Settlement Peer Practices, drawing insight from government settlements with Indigenous groups from around the globe.

 

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2012 publications

Opportunities in sustainability

July 2012

 

With the world’s largest asset owners ramping up their allocations to sustainability themed investments, Mercer discusses related global policies, the risks, and the increasingly available investment opportunities.


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 A role for debt capital markets in addressing climate change risks

July 2012

 

Mercer discusses how Green Bonds can fit into a well-diversified bond portfolio and act as a ‘hedge’ against sustainability risks.

 
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Carbon risk – Today, tomorrow and the future

July 2012

 

Following the Australian Government’s implementation of a carbon tax, Mercer explores systematic, sector and security level risks and opportunities related to climate change.


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Doing your homework: Higher education endowments & investment sustainability

July 2012

 

Schools are increasingly becoming aware of sustainability as it relates to course work, campus operations, and investment decisions. This article discusses current trends, related challenges for administrators, and ideas for integrating ESG factors into the endowment investment process. 


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Insurance & Responsible Investment

July 2012

 

The recently launched Principles for Sustainable Insurance represent growing awareness of sustainability challenges facing the insurance industry. In this article, we explore some ESG risks, review the Principles, and discuss some related actions for insurers. 

 

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Stewardship: a solution to "quarterly capitalism"

March 2012

 

The financial crisis has in part been a crisis of ownership. The western system of capitalism is facing serious challenges from civil society and questions are being raised as to whether shareholders should continue to enjoy the rights of ownership without due regard to the obligations that come with it.

 

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Durban Blues – With a Hint of Green

February 2012

 

The December 2011 UN Climate Change Conference in Durban once again brought together the annual gathering of world governments, international organisations and civil society groups to discuss moving the global climate change agenda forward.

 

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ESG Ratings Update – 5,000 and Counting

February 2012

 

As our global, cross-asset class pool of ESG rated strategies grows past the 5,000 mark, Mercer takes inventory of the research and discusses some leading examples and challenges in moving ESG analysis forward.

 

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Stewardship Responsibilities on Executive Pay – Recent Developments in the UK

February 2012

 

Stewardship responsibilities are once again on the agenda in the UK as the government proposes major reforms to executive compensation policies. In this article, we discuss the recent UK government consultation on executive pay, including Mercer’s response and where things are headed from here.

 

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What Happens After You Sign the PRI?

February 2012

 

So, you’ve signed onto the UN Principles for Responsible Investment. What now? Mercer discusses first steps for signatories, along with considerations for new signatories in developing internal structure, capabilities, and reporting around the commitment.

 

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Through the looking glass: How investors are applying the results of the climate change study

January 2012

 

Through the looking glass: How investors are applying the results of the climate change scenarious study

On 15 February 2011 Mercer's Responsible Investment (RI) team launched Climate Change Scenarios - Implications for Strategic Asset Allocation, a free public report.

 

In the months following its release, Mercer held discussions with the investors partners involved in commissioning the research. The objectives of these discussions were to gain feedback on the partners' experience with the collaboration, and gain insight regarding any action that has, will or may take place as a result of the study's findings and recommendations. This report shares those findings.

 

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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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