Building a robust sustainable investment strategy

We build or optimize our clients’ sustainable investment strategy to help them meet their investment objectives. Our research, tools, advice and solutions are designed to help mitigate risks to portfolios while seeking to capture investment opportunities associated with sustainability. We assess portfolios’ capacity to transition to a low-carbon economy and can incorporate climate and impact considerations, environment, social, and governance factors.

How a sustainable investment strategy can be beneficial

Women are talking about Sustainable Investment Strategies.
Investing sustainably – for the future – goes beyond just incorporating environmental, social and governance factors. It also involves striking a balance between wider priorities and delivering on investment commitments, otherwise known as impact investing.

Questions to ask when defining your approach: 

  • Where am I on my sustainability journey?
  • Where are asset managers on their journey?
  • What practical changes can I make today?
  • How do I strike an optimal balance between the sustainabililty and meeting my financial objectives?

Considerations when building your sustainable investment strategy

Tools to help you implement your sustainable investment strategy

Incorporating net-zero into client investment solutions

  • By 2050, we target net-zero carbon emissions for our UK, European, Australian, New Zealand and Asian clients with discretionary portfolios and for most of our multi-asset funds domiciled in Ireland.
  • We will produce annual progress reports for our clients on emissions, alongside carbon intensity reports. 

Sustainable investment solutions for institutional investors

We can work with you to build and execute your sustainable investment strategy, helping you meet your overall sustainability objectives. As a trusted consultant and OCIO provider we have access to a universe of managers, asset classes and opportunities. We can evaluate your portfolio through multiple lenses, ensuring every investment decision is aligned with your values, and policies.
  • Responsible Investment Total Evaluation (RITE)

    This tool provides an evaluation across your beliefs, policies, processes and portfolio. It shows you how you’re doing on a scale from A++ to C and compares you to your peers. It can also monitor your improvement over time.
  • Sustainable investing

    We build or optimize our clients’ sustainable investment strategy to help them meet their investment objectives. Our research, tools, advice and solutions are designed to help mitigate risks to portfolios while seeking to capture investment opportunities associated with sustainability.
  • Analytics for Climate Transition (ACT)

    This framework assesses a vast range of data to rank the transition capacity of listed companies to help you position your portfolios for a carbon-free future.
  • Investing for impact

    We can help you build a robust impact investing strategy designed to accelerate real-change and whilst helping you pursue stronger returns for your portfolios.
  • Integrating inclusion

    We work with you to help you establish what your values are around inclusion, and build your investment strategy around them, aligning with your policies.
  • Investment research

    Access the latest strategic investment research on MercerInsight Community and our forward-looking asset manager research on MercerInsight to help guide your investment decisions.

A partner to your portfolio

We collaborate with you to build resilient, more agile portfolios to fit your individual governance and investment needs. Our approach leverages our investment advisory heritage, insights from our deep knowledge of the investment universe, and our capabilities across research, advice and solutions.
Discover how

Leverage our breadth and depth

We have more than 20 years of experience helping clients invest sustainably and finding investment opportunities to balance good returns with positive change. We launched our proprietary sustainability ratings platform for sustainable investments in 2008, covering over 4,000 strategies. We have built a suite of frameworks and tools to help you identify optimum sustainable investments and enhance your sustainable portfolio construction.

Awards

Investment consultant of the year 2024

Mercer has been recognized as the investment consultant of the year by Environmental Finance for pioneering sustainable investment and assisting more than 25 institutional investors around the globe to better assess their exposures to climate transition risks. 


Related insights

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Wherever you are on your sustainable investment journey, we can help.

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