|
|
Mercer's responsible investment white papers are designed to help you and your firm better understand the dynamics of responsible investment in current markets, the performance of your investments, and the behaviour of your investment managers.
The table below lists all the global responsible investment white papers that we currently produce. Select the white paper that interests you to get more information.
|
White Papers
|
Cost in USD
|
Frequency
|
|
Shedding light on responsible investment: Approaches, returns and impacts 
|
Download
* Please note the white paper available for purchase contains 55 pages
|
|
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. |
|
$500
|
Released: November 2009
Find out more
|
|
Responsible Investment and fixed income
|
Download
* Please note this report contains 12 pages
|
|
This paper provides an overview of issues related to the application of responsible investment (RI) approaches to management of fixed income portfolios. It also provides observations on current practices and best practice approaches to the integration of environmental, social and governance (ESG) issues. |
|
$500
|
Released: September 2009
Find out more
|
|
Carbon risk and carbon trading: Investment considerations
|
Download
* Please note this report contains 16 pages
|
|
Addressing investors need to understand the carbon risk in their current portfolio to ensure that it is effectively managed and give due consideration to emerging carbon related investment opportunities.
|
|
$500
|
Released: June 2009
Find out more
|
|
Cleantech investment issues – A focus on private equity
|
Download
* Please note this report contains 11 pages
|
|
This paper focuses on cleantech investments in the private equity market, as this is a segment that displays unique characteristics from the opportunities that exist in the listed market. We also discuss some of the issues surrounding risk/return and diversification that are of paramount importance for considering strategic allocation to cleantech via private equity.
|
|
$750
|
Released: February 2009
Find out more
|
|
Responsible investment and property
|
Download
* Please note this report contains 8 pages
|
|
A comprehensive overview of how institutional investors can access responsible property investment (RPI) opportunities, including insight into the specific environmental, social and governance (ESG) issues that investors should consider when evaluating property investments.
|
|
$500
|
Released: November 2008
Find out more
|
|
Responsible Investment - The ABC of ESG: Environmental, Social and Corporate Governance
|
Download
* Please note this report contains 18 pages
|
|
A detailed overview of global RI concepts and practices, ideal for those seeking to educate themselves about the different approaches available for integrating RI into investment decision making.
|
|
$750
|
Released: August 2008
Find out more
|
If you have queries on our global surveys, please contact responsible investment.
|
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.
|