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Mercy

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 01. ESG incorporation strategies

01.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf for all your listed equity and/or fixed income assets:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)
FI - Corporate (non-financial)
FI - Securitised

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity

Screening

Thematic
Integration
None of the above

01.2. Additional information. [Optional]

Mercy currently uses ISS to vote proxies in accordance with Catholic standards and MSCI to screen long-only traditional equity and fixed-income separate accounts. The negative screen is applied to almost 30% of the portfolio, using to a detailed negative screening criteria based on Mercy's four critical concerns. The negative screen addresses tobacco, abortion and contraceptives, embryonic stem cell research, adult entertainment, and defense and weapons. 

Mercy's fixed income manager, Neuberger Berman, integrates ESG in to the investment process (although we don’t necessarily “require” it) and they have created ESG reporting on our portfolio for us, including their own ESG score of our portfolio versus the benchmark. 


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