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Mercy

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          Our consultant, Mercer, provides assistance in policy development however we developed ours on our own. We have an SRI policy that is a part of Mercy's overall IPS.
        

Describe how responsible investment is incorporated

          It is not explicitly included in SAA.
        

Describe how responsible investment is incorporated

          For each investment, our consultant provides a due diligence summary with research and recommendations, and after our requests (plus other clients), our consultants now include a section on ESG. Mercer has formal ratings, while our alternative consultants provide a qualitative assessment. During our recent consultant search, we encouraged them to continue to put resources towards this effort and enhance their reporting/ESG research.
        

12.7. Additional information [Optional].


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