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PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment


SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。




Mercy Investment Team strives to participate as much as we can as a signatory of the Principles for Responsible Investment. Ways that Mercy Investment Team gets involved in the initiative include:

  • Signing on to the PRI letter opposing SEC changes to shareholder rights
  • Participating and researching on topics addressed on the PRI Collaboration Platform 
  • PRI Board Voting 


          Mercy participates in the St. Louis Responsible Investment Collaborative



We attend events put on by RIC and promote the events to our peers. 

SG 09.2. Assets managed by PRI signatories


28 %

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。


          Provide ESG education for senior leaders at Mercy on a quarterly basis and engage in ESG discussion with managers on a frequent basis. Whenever any team member attends an ESG forum, seminar, or conference, that team member presents the key takeaways from the event to the rest of the team during weekly meeting. In addition, we had Christine Pishko, our PRI representative, present on trends and initiatives of the PRI at our quarterly SRI committee meeting. We also actively share our ESG questionnaire with peers and conduct calls with them to share our experience and provide ideas.



          Mercy participated in a case study for the first ESG textbook for academia.



          The Mercy Investment team members frequently present and moderate at ESG themed conferences and events.



          During manager due diligence with both existing and potential managers, we ask the managers questions surrounding ESG awareness, goals, and progress made. For managers without ESG policy or currently are not doing anything regarding ESG, we try to gently nudge them to consider the importance of having a discussion or written document surrounding how the manager's firm handle environmental, social, and governance conflicts when they arise. We also share with managers how we implement and execute ESG considerations both externally through manager due diligence and internally within Mercy. For example, a MLP manager hired a third-party ESG vendor because we stated the importance ESG plays for our organization.


10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

In order to promote responsible investment, Mercy is a firm believer in "doing what we are asking others to do."

While as ask managers questions surrounding how they handle the environmental, social and governance related issues, we are fully aware that we too have roles and responsibility in promoting responsible investment.

Besides due diligence questionnaire, PRI collaboration initiatives, engaging with managers through conversations on the importance of ESG implementation, Mercy strives to fulfil and address each of Mercy's critical concerns even outside of the portfolio.

  • Human Dignity: Mercy Investment Team volunteered at St. Patrick's Shelter, participated in Adopt-A-Family annually, organized annual fundraiser to benefit various Mercy Ministries, and attended public speaking engagements to encourage others to consider ESG, especially opportunities to publicly support Diversity& Inclusion; Mercy investment staff has also engaged with Mercy’s Diversity & Inclusion Director, Lathon Ferguson, to learn and support our internal efforts in diversity. 
  • Non-Violence: Mercy Investment Team researched and provided education to the SRI committee around shareholder collaborations related to non-violence
  • Stewarding the earth's resources: Mercy Investment Team has gone "paperless" by requesting investment managers to send soft copy materials in advance of all meetings and by using iPad to reduce printing materials; Mercy firm-wide distributed water tumbler to every employee to reduce plastic bottle waste;
  • Advancing quality healthcare: Currently, Mercy Investment Team is planning a team-building healthy activity challenge.

SG 11. Dialogue with public policy makers or standard setters

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。


11.2. 使用した方法を選択してください。

11.3. (単独でまたは協働により)政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

SEC proposals regarding shareholder rights.