This report shows public data only. Is this your organisation? If so, login here to view your full report.

Mercy Investment Services, Inc.

PRI reporting framework 2020

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide.

          Faith-Based Investment Organization
        

01.3. Additional information. [Optional]


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

19 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM (Private)


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 >50% 54
Fixed income 0 0 10-50% 20
Private equity 0 0 10-50% 10
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 10-50% 13
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance <10% 2 0 0
Cash 0 0 0 0
Money market instruments 0 0 <10% 1
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

Provide an approximate percentage breakdown of your off-balance sheet assets.
Internally managed (%)
 
Externally managed (%)
 
[a] Monetary assets
[b] Derivatives
1
[c] Cash
[d] Trade finance
[e] Other (1), specify
[f] Other (2), specify

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Private)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

88 Developed Markets
11 Emerging Markets
1 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

Includes listed equities, fixed income, cash and money markets only. Excludes private equity (externally managed), hedge funds (externally managed), and inclusive finance (internally managed).


Top