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PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

          Mercy's 4 critical concerns

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

In recognition of the Principles for Investments set by the United States Conference of Catholic Bishops in 2003, Mercy's portfolio will seek to: do no harm (avoid evil), actively participate in shareholder advocacy, and promote the common good.

Mercy's investment principles are centered on the critical concerns Mercy's Portfolio and Mercy Investment Team hold in order to guide the investments in the portfolio to make the most meaningful impact:

  • Human Dignity (Human Trafficking, Dignity of Human Life, Empowerment of Women & Children)
  • Non-Violence
  • Stewarding the Earth's Resources (Climate, Water)
  • Advancing Quality Healthcare & Healthcare Innovation

The Mercy Investment Team will report at least quarterly on the application of the (4) approaches below for each asset class, including rationale and performance implications for the Investment Committee's review.

  • Negative Screening: Refusing to hold stocks, bonds, or other securities of companies that harm the earth, manufacture weapons, or hurt human life.
  • Shareholder Advocacy: promoting corporate responsibility through dialogue, education, proxies, and resolutions.
  • Environmental, Social and Governance (ESG) Focus: Investing with managers that are UNPRI signatories and/or incorporate ESG metrics in their due diligence process.
  • Impact Investing:  Making investments that positively influence and/or promote Mercy's critical concerns.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

Human Dignity: This includes human trafficking, dignity of human life, and empowerment of women and children.

Non-Violence: This includes weapons and any other company that is involved in any violent products or services.

Stewarding the Earth's Resources: This includes the encouragement of keeping our planet clean by having positive impacts on the climate, water and other natural resources. 

Advancing Quality Healthcare and Healthcare Innovation: This includes managers that focus their funds on the involvement of disruptive healthcare technologies or any advancement that supports healthcare. 

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios

04.1. 組織では、投資先企業において発生するインシデントの特定と管理を行うプロセスを設定しているかどうか明示して下さい。

04.2. インシデントを管理するプロセスを説明して下さい

Although there is not a set process, the Mercy Investment Team will take certain measures for each specific incident. This may include contacting our consultants or Mercy's CFO for a plan of action - again, this depends on the severity of the incident. We conduct review meeting at least on a quarterly basis with our largest fund managers to review portfolio holdings and recent changes.