Responsible Investment 

Policies

Sustainability Policy:

This Policy sets out Mercer’s key principles and approach in relation to all sustainability related topics.

Remuneration policy:

This Policy set out how ESG performance is rewarded within Mercer.

Sustainability Related Disclosures

Principal Adverse sustainability impacts statement:

This statement summarises how principal adverse impacts on sustainability factors are considered as part of the investment decision making & advisory process.

Sustainability-related product disclosures:

Mercer Aspire, both Zurich and New Ireland offerings, offers Article 8 investment options, as categorised by the Sustainable Finance Disclosure Regulation. A list of the funds is available in the table below. Please click on the fund /Portfolio name for the sustainability related pre-contractual disclosures.

More detail on the sustainability related disclosures can be found by clicking on the disclosure document for each of the fund/portfolios listed. 

Fund Range   Fund/Portfolio Name Classification Sustainability-related disclosure
Zurich Best Ideas   Aspire High Growth Portfolio Article 8 Disclosure Document
  Aspire Moderate Growth Portfolio Article 8 Disclosure Document
  Aspire Cautious Growth Portfolio Article 8 Disclosure Document
Zurich ARF Portfolios   Aggressive Portfolio Article 8 Disclosure Document
  Adventurous Portfolio Article 8 Disclosure Document
  Progressive Portfolio Article 8 Disclosure Document
Zurich Self-select Funds   Active Global Equity Article 8 Disclosure Document
  Active Global Equity Partial Hedge Article 8 Disclosure Document
  Active Global Equity Hedged Article 8 Disclosure Document
  Passive Developed Market Equity Article 8 Disclosure Document
  Passive Global Equity Hedged Article 8 Disclosure Document
  Emerging Markets Equity Article 8 Disclosure Document
  Passive Emerging Markets Equity Article 8 Disclosure Document
  Global Low Volatility Equity Article 8 Disclosure Document
  Global Small Cap Equity Article 8 Disclosure Document
  Passive Multi-Factor Global Equity Article 8 Disclosure Document
  Eurozone Equity Article 8 Disclosure Document
  Active Sustainable Global Equity Article 8 Disclosure Document
  Passive Sustainable Global Equity Article 8 Disclosure Document
  Passive Global Listed Infrastructure Article 8 Disclosure Document
  Diversified Growth Fund (unhedged) Article 8 Disclosure Document
  Diversified Growth Fund Partial Hedge Article 8 Disclosure Document
  Absolute Return Fixed Income Article 8 Disclosure Document
  Global High Yield Bonds Article 8 Disclosure Document
  Global Buy & Maintain Credit Article 8 Disclosure Document
  Passive Corporate Bonds Article 8 Disclosure Document
New Ireland Self-select funds   Mercer Global Equity Fund Article 8 Disclosure Document
  Mercer Emerging Markets Equity Fund Article 8 Disclosure Document
  Mercer Low Volatility Equity Fund Article 8 Disclosure Document
  Mercer Global Small Cap Equity Fund Article 8 Disclosure Document
  Mercer Multi-Factor Global Equity Fund Article 8 Disclosure Document
  Mercer Sustainable Global Equity Fund Article 8 Disclosure Document
  Mercer Global Listed Infrastructure Fund Article 8 Disclosure Document
  Mercer Global High Yield Bond Fund Article 8 Disclosure Document