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PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources


SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。



          Deputy CIO, Mission Leaders

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

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. 組織にいる専任の責任投資担当者の人数を記載してください。


07.4. 補足情報 [任意]

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

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

08.1. 組織のパフォーマンス管理、報奨や個人の能力開発プロセスに責任投資の要素があるかどうかを記載してください。


08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

その他の最高幹部レベルのスタッフまたは部門長 具体的に記入してください

          Deputy CIO, Mission Leaders

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資


08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

08.3. 組織の責任投資に関連したパフォーマンス管理、報奨や個人の能力開発プロセスについて詳細を説明してください。

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

08.4. 投資決定プロセスへのESGファクターの組み入れに関取締役会メンバー/受託会社/チーフ・レベルのスタッフの経験レベルについて記載して下さい。

          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.