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Mercy

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.

Roles

Select from the below internal roles

          Deputy CIO, Mission Leaders
        

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

The Investment Committee of Mercy Health holds quarterly meetings with Mercy's Investment Team. These meetings consist of topics such as portfolio performance, mission, governance, and socially responsible investment implementation. The Investment team and Mercy's CFO are present at these meetings as well as Mission Leaders, Sisters of Mercy, and independent directors, and are responsible for overseeing the decision-making process regarding investments within Mercy's socially responsible investment policy. Additionally, the SRI committee has oversight/accountability for guiding the priorities and objectives of RI intiatives and team implementation. The Deputy Chief Investment Officer along with everyone on the team are responsible for the implementation of Mercy's socially responsible investment policy within each asset class. External portfolio managers who adhere to Mercy's negative screening and/or utilize ESG in their process are also responsible for implementation.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

0 Number

07.4. Additional information. [Optional]


SG 07 CC. Climate-issues roles and responsibilities (Private)


SG 08. RI in performance management, reward and/or personal development

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Operating Officer (COO), Investment Committee

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Other C-level staff or head of department

          Deputy CIO, Mission Leaders
        

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Investment analysts

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.

RI is included in personal development and training plan of each employee. 

08.4. Describe the level of experience board members/trustees/chief-level staff have with incorporating ESG factors into investment decision-making processes.

          Mercy's Deputy Chief Investment Officer, Elizabeth Jourdan, has been an active participant in the RI space for many years. She frequently participates in ESG panels during and women and diversity inclusion themed panels and seminars throughout the country, sharing Mercy's and learning from peers' best practices. She is also the Founding Board Member of St. Louis Women in Investment Network. Sisters of Mercy, who are part of both the Investment Committee as well as the SRI Committee, also have prior experience with Responsible Investing.
        

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