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Mercy Investment Services, Inc.

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

債券 - 社債(非金融)

Mercy Investment Services generally allocates to managers who invest in a combination of SSA, financial and nonfinancial corporate, and securitized fixed income securities. Although the amounts have been segregated as requested in the Organizational Overview, the process of addressing ESG issues for externally managed fixed income portfolios is identical within all fixed income asset classes. See Manager Selection, Appointment and Monitoring module for further information.

債券 - 証券化商品

Mercy Investment Services generally allocates to managers who invest in a combination of SSA, financial and nonfinancial corporate, and securitized fixed income securities. Although the amounts have been segregated as requested in the Organizational Overview, the process of addressing ESG issues for externally managed fixed income portfolios is identical within all fixed income asset classes. See Manager Selection, Appointment and Monitoring module for further information.

ヘッジファンド・デューデリジェンス質問​

責任投資原則のヘッジファンド・デューデリジェンス質問に回答したかどうか示してください。

ヘッジファンド

Historically, Mercy Investment Services' experience with hedge funds is largely limited to the allocation to hedge funds who create share classes that meet our negative screens. Although hedge fund managers are increasingly recognizing the value of incorporating analysis of environmental, social, and governance risks within their portfolios, the number of true ESG hedge funds is rather limited. Our consultant integrates a review of managers' ESG capabilities in its Operational Due Diligence with the aim to provide an overview of their ESG capabilities, thus complementing the investment, operational and quantitative due diligence that they already complete on existing and potential funds.

After lengthy research and diligence, Mercy Investment Services funded its first ESG hedge fund manager in the current year; the fund utilizes 1) environmental, social, and governance factors to source and underwrite investments and 2) engagement to inspire investors and managers to incorporate sustainability into their decisions and to encourage business more broadly to address environmental and social challenges. Mercy Investment Services will continue searching for similar hedge fund opportunities to add to the portfolio in the future.

17.2. 補足情報 [任意]


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