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Topic Area
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Mercer Services
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PRI Principle
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 Knowledge
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Design and present industry and corporate training/education on RI/ESG, offered on a standardised and tailored basis |
All |
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Publish Mercer’s Annual “RI Trends and Insights” report |
All |
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Investigate the latest thinking about RI-related issues and trends through global and regional research reports and surveys |
4 |
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Review norms, conventions, standards, codes of conduct relevant to integrating ESG into investment decisions |
1 and 5
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Strategy
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Develop or review of a RI policy, including integration into long-term strategy and statement of investment beliefs |
1 |
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Integrate RI/ESG into Statement of Investment Principles and investment guidelines |
4 |
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Compare peers with respect to RI and ESG approaches |
All |
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Evaluate the possible impact of climate change on long-term management of assets and liabilities |
1 |
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Review proxy voting policy and active ownership and benchmark to global and regional best practices |
2 and 3 |
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Survey stakeholders and beneficiaries to better understand needs and preferences and reflect these in RI policy |
6
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Implementation
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Advise on investment manager agreements, investment mandates and requests for proposals to reflect RI and ESG policies |
4 |
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Perform manager search and selection for SRI, ESG integrated and RI alternatives |
1 and 4 |
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Perform manager RI/ESG reviews |
1 and 4 |
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Advise on ESG integration and research providers |
1, 2 and 4 |
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Advise on how to benchmark RI investments, including SRI, ESG and RI alternatives |
4 |
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Review the appropriateness of collaborative initiatives, active ownership providers and/or research providers |
2, 3 and 5 |
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Communicate policies, practices and outcomes with respect to RI and ESG integration with beneficiaries and the wider public |
3 and 6
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IMPORTANT NOTICES
Proprietary and confidential
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.
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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.
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