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Mercy

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe We have hired Mercer to conduct climate-related scenario analysis on our portfolio.

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]


SG 13 CC.


SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

other description

          The Investment team has increased interactions / meetings with Impact funds. Currently, about 5% of the Energy portfolio is in renewable energy investments.
        

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.5. Additional information [Optional]


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

2.8 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

5 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

Currently, about 5% of the Private Energy portfolio is in renewable investments, based on underlying portfolio companies. 

Asset class invested

2.7 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

Approximately 20%, around $70 MM, of recent committed capital to PE is in dedicated healthcare or life science funds; not all of these investments are necessarily advancing quality healthcare, however, many are increasing efficiency or quality of patient outcomes.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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