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Responsible Investment - managing risk for long-term value Mercer's RI brochure

Managers wanted: Sustainability skills essential 

3 January 2013

 

Managers wanted: Sustainability skills essentialA successful investment program relies on strategy and on the availability of highly-skilled managers. Mercer is currently seeking innovative and experienced managers with a compelling investment case to help our clients implement their sustainable strategy. Helga Birgden, Mercer’s Head of Responsible Investment, Asia Pacific reports.


Building a Responsible Investment portfolio 

6 December 2012

 

What kinds of options are available for investors looking to implement a Responsible Investment strategy? In this article, Mercer explores the institutional-quality market landscape. 


Case Study – Responsible Investment in Japan 

6 December 2012

 

What does Responsible Investment look like in action? This article describes how a Japanese corporate pension fund chose to implement an RI strategy focused on environmental, social and governance themes.


The UK “Shareholder Spring” – a single season or lasting trend? 

6 December 2012

 

Following a particularly active General Meeting season for corporations around the world, Mercer ponders solutions for improving the quality of engagement between investee companies, investment managers and asset owners.


Responsible Investment - Npt a religious experienceActuarial Post article

October 2012


Responsible investment (RI) is often viewed with hesitation by investors due to a belief that it detracts from financial performance. This view is based on a common misconception of what RI is and how it differs from ethical and socially responsible investment (SRI). Whilst all three approaches are related, there are important differences. This article explains these differences by charting the evolution of RI from its religious roots in the 18th Century to the modern approach to RI – the integration of environmental, social and corporate governance (ESG) issues into investment decisions in order to provide better risk-adjusted returns - particularly over the long term.

 

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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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Mercer's ESG ratings update - 5,000 and counting 

13 February 2012

 

This is an exciting time for Mercer. Since 2008, our manager research team has been evaluating investment managers based on integration of environmental, social and governance (ESG) issues, allowing our clients to make more informed decisions in the selection and monitoring of managers. We have now reached the milestone of 5,000 ratings assigned to strategies across geographies and asset classes. The following article takes stock of our ESG ratings and ESG integration among institutional managers: where we’ve been and where we’re going.

 

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Climate change update

11 January 2012

 

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.

 

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

 

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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References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
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 prior written 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. Mercer’s ratings do not constitute individualized investment advice.
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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