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Mercy Investment Services, Inc.

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          Responsible investing subject matter experts work directly with the organization to meet integration objectives, develop responsible investing policy, and advise on implementation.
        

Describe how responsible investment is incorporated

          Responbile investment incorporation in strategic asset allocation is slowly evolving; investment consultants use a range of analytical tools for practical implementation and monitoring of responsible investment strategies including portfolio screening and scoring on a range of ESG characteristics (e.g., ethical business involvement screens, carbon metrics, impact measurement).
        

Describe how responsible investment is incorporated

          Consultants embed ESG analysis in firm-wide research platform/manager database which includes ESG analysis for all actively monitored public managers in its database, and alternative investments and aims to catalyze adoption of best responsible investing practices by hosting client conferences and publishing research on key topics.
        

12.7. Additional information [Optional].


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