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Manager research

Last updated: 28 September 2009

 

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Mercer’s Responsible Investment manager research encompasses three main areas:

 

  • ESG research - Rating the integration of environmental, social, and governance (ESG) factors into mainstream investment strategies;

  • Sustainability-themed research - Rating RI ‘themed’ strategies that are targeted at ESG issues such as climate change, social issues and/or corporate governance.

  • SRI manager research - Rating traditional socially responsible investments (SRI), such as screened products, ethical investments and other sustainable themes.

 

Research is carried out by Mercer's mainstream manager research team in conjunction with members of the responsible investment team, and is stored in Mercer’s Global Investment Manager Database (GIMD). We commenced this research in 2005, and have made a commitment to expand our rating process to include all mainstream strategies across all asset classes held in our  database, which potentially represents in excess of 30,000 strategies. 

 

In addition, we rate a wide range of sustainable and socially responsible investment (SRI) branded products, voting and engagement services, and ESG sector themed funds such as cleantech, clean energy and water funds. This research crosses traditional and alternative asset classes, and utilizes the Mercer 4-factor manager research framework as all other types of investment products, drawing on the experience of mainstream asset class specialists, as well as our global responsible investment specialists.

 

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.

 

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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