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PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

          Healthcare System

01.3. Additional information. [Optional]

Mercy is a not-for-profit Catholic healthcare organization located in the Midwestern United States with headquarters in Chesterfield, Missouri. Mercy includes more than 40 acute care, managed and specialty (heart, children's, orthopaedic and rehab) hospitals, 900 physician practices and outpatient facilities, 45,000 co-workers and 2,400 Mercy Clinic physicians in Arkansas, Kansas, Missouri and Oklahoma. Mercy also has clinics, outpatient services and outreach ministries in Arkansas, Louisiana, Mississippi and Texas.

The Mercy Investment Team consists of four people led by Mercy's Deputy Chief Investment Officer, Elizabeth Jourdan. Adrien Webb, Director of Risk Management & Investments, and Mike Werner, Manager of Risk Management & Investment Operations are responsible for the operations and risk management of the portfolio through evaluating, monitoring, and assessing the characteristics, risks, strengths and weaknesses of Mercy's investment program. On the due diligence side, Elizabeth Jourdan along with Lela Prodani, Senior Investment Consultant, are responsible for conducting due diligence on existing and potential managers across traditional and alternative investments to support decision-making around investment strategy, portfolio construction, and manager selection for Mercy's operating reserve, pension and foundation assets.

The Mercy Investment Team is under the oversight of the Mercy Investment Committee.

The Mercy Socially Responsible Investment Committee is responsible for the oversight of Mercy's Socially Responsible Policy. The Mercy investment team is responsible for implementation of the Mercy SRI policy.

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).


02.4. Additional information. [Optional]

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)


Listed equity 0 0 10-50% 33.21
Fixed income 0 0 10-50% 18.93
Private equity 0 0 <10% 7.57
Property 0 0 <10% 1.53
Infrastructure 0 0 0 0
Commodities 0 0 <10% 2.38
Hedge funds 0 0 10-50% 24.25
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 <10% 2.6
Money market instruments 0 0 0 0
Other (1), specify 0 0 <10% 4.34
Other (2), specify 0 0 <10% 5.18

`Other (1)` specified


`Other (2)` specified


06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Externally managed
35 SSA
10 Corporate (financial)
30 Corporate (non-financial)
25 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Provide a breakdown of your organisation’s externally managed assets between segregated mandates and pooled funds or investments.
Asset class breakdown
Segregated mandate(s)
Pooled fund(s) or pooled investment(s)

Total of the asset class

(each row adds up to 100%)

[a] Listed equity
[b] Fixed income - SSA
[c] Fixed income – Corporate (financial)
[d] Fixed income – Corporate (non-financial)
[e] Fixed income – Securitised
[f] Private equity
[g] Property
[i] Commodities
[j] Hedge funds
[n] Cash
[p] Other (1), specify
[q] Other (2), specify

08.2. Additional information. [Optional]

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

87 Developed Markets
8 Emerging Markets
0 Frontier Markets
5 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

The geographic breakdown of the Mercy's portfolio is an approximation of the actual geographic allocation as the actual geographic breakdown is difficult to calculate and the precise number hard to obtain.