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Driving debate and change at COP27 in November in Egypt

 

Institutional investors are under pressure to address climate loss, damage and transition. As trusted advisors to our clients, we have the ability to effect deep and global change. We know that many of our clients are committed to using their influence to accelerate the journey to net zero, in line with regulation, industry standards and beneficiary/members and stakeholder wishes.

 

At this year’s COP27, Mercer’s Rich Nuzum, Cara Williams, Helga Birgden hosted a panel discussion – “Harnessing the power of global capital to target local climate challenges” – alongside esteemed guests Rick Lacaille, Senior Advisor, StateStreet, and Gertraud Wollanksy, Senior Advisor on climate issues in the Austrian Ministry for Climate Action. They discussed client actions, opportunities and challenges to investing for net zero pathways. You can watch a recording here.



How we’re helping clients invest sustainably

Do your research

Do your research

 

It is important to understand the potential impact of climate change and other ESG factors on your portfolio. We provide the latest updates at your fingertips through our various platforms.

Get some advice

Get some advice

 

The ethos of investing with an ESG focus can be used by everyone, yet investors in different sectors and regions often take their own approach. Talk to our experts about how you can create something to fit your specific needs.

Explore solutions

Explore solutions

 

Implementing an investment solution or OCIO can help you create a long-term strategy that aligns with your own bespoke ESG policy. It can also help cut costs, reduce risk, take up less of your time and build resilient portfolios.



Helping you invest in a time of transition

Our extensive experience in portfolio modeling enables us to help our clients reshape their own investments to address ESG considerations over the short, medium and long term. We examine portfolios through the lens of important themes including population growth, resource scarcity and energy efficiency. This helps us identify companies, sectors, assets and projects that are expected to grow through new technology, along with those that may be put at risk due to these themes and the changes they bring.

 

Our transition framework helps investors establish their current emission baselines, while assessing how to make reductions, set target milestones and developing an implementation plan that can be integrated within decisions on strategy and portfolio construction.



Our commitment to net-zero by 2050

In line with our goal to place sustainability at the center of our investment approach, we have committed to target net-zero absolute carbon emissions by 2050 across the majority of our funds as part of our global investment roadmap. We expect to reduce absolute portfolio carbon emissions by 45% from 2019 baseline levels by 2030. Find out more in a short video by Mark McNulty, International Head of Clients, and read our press release.



Helping you model climate crisis scenarios                           

 

Mercer’s global partnership with Ortec Finance provides all types of institutional investor with rigorous analysis of the climate crisis. Our scenario modelling, from 1.5°C to 4°C warming, helps investors decide how they want to influence the climate crisis and provides the basis for making their portfolios robust to future challenges while exploring emerging opportunities.

 

Our quantitative analysis is grounded in economics and science and is in line with TCFD reporting. It provides a deep level of granularity, allowing clients to consider whether climate impacts are fully priced into every asset class and economic sector before making reallocation decisions. The long-term projections are integrated into Mercer’s capital market assumptions across all our services.




Meet some of our team


Jan-Hein

Jan-Hein van den Akker

Head of Equity

Amarik Ubhi

Jillian Reid

Head of Sustainable Investment Solutions


Tomi Nummela

Sarika Goel

Global Head of Sustainability Research

Amarik Ubhi

Cara WIlliams

Senior Partner, ESG Strategy Leader


Our story, our achievements

 


Investment Consultant team of the year
Our sustainable investment team was once again recognized as Investment Consultant team of the year. Learn more here. Discover what we're anticipating coming next in the path towards sustainable investment in this article by two of our esteemed team, Hill Gaston and Jaimee To.




#1 OCIO assets under management
We are delighted to continue to lead the global market for full discretionary OCIO assets under management, for our Investment Solutions and OCIO services, to help clients address these critical investment issues. Learn more here.




Investment & Stewardship Policy awarded 5 Stars
We are proud to have received three 5 star ratings from the UN PRI 2021 Sustainability Assessment (2021 pilot). This acknowledges our commitment to help our clients reduce reputational and investments risks associated with poor ESG practices, and identify opportunities that emerge from new trends and regulatory change. Read Mercer’s UN PRI Assessment Report and UN PRI 2021 Transparency Report to learn more.



Sustainability at Marsh McLennan


Mercer is proud of its ESG commitments, which are reported by Marsh McLennan, as well as its responsible investment policy and TCFD report. Learn more about Marsh McLennan's approach
here.

Speak to a Mercer consultant


1 Source: European Asset Allocation Insights 2021.

Source: Environmental Finance Sustainable Investment Awards 2021, ranked from information relevant from the time period March 1 2020 to April 16 2021, as given by each entrant to Environmental Finance. Mercer did not pay a fee to enter this award.

 



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This information is for sophisticated investors only who are accredited investors or qualified purchasers. Funds of private capital funds are speculative and involve a high degree of risk. Private capital fund managers have total authority over the private capital funds. The use of a single advisor applying similar strategies could mean lack of diversification and, consequentially, higher risk. Funds of private capital funds are not liquid and require investors to commit to funding capital calls over a period of several years; any default on a capital call may result in substantial penalties and/or legal action. An investor could lose all or a substantial amount of his or her investment. There are restrictions on transferring interests in private capital funds. Funds of private capital funds’ fees and expenses may offset private capital funds’ profits. Funds of private capital funds are not required to provide periodic pricing or valuation information to investors. Funds of private capital funds may involve complex tax structures and delays in distributing important tax information. Funds of private capital funds are not subject to the same regulatory requirements as mutual funds. Fund offering may only be made through a Private Placement Memorandum (PPM).

 

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