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Mercy Investment Services, Inc.

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

13.3. Additional information. [OPTIONAL]

Beginning in 2015, Mercy Investments Services engaged an external advisor (TruCost) to complete a carbon footprint of the greenhouse gas emissions embedded within the global equity portfolio. As a result of increased use of managers who incorporate environmental, social, and/or governance factors in their investment selection criteria, exclusion of certain sectors (thermal coal, oil sands), and impact equity dedicated to benefiting environmental or social outcomes, the equity portfolios have demonstrated continued carbon footprint reductions in Mercy Investment Services’ ongoing efforts to transition to a low-carbon future. In addition, information from these carbon footprints have been utilized to assess climate-related risks and engagement opportunities in the portfolio.

Mercy Investment Services has committed as part of its strategic plan to advance the integration of environmental considerations into its investment process and to address climate related risks as part of its expanded enterprise risk management program. The organization continues to educate itself regarding the TCFD recommendations and the process of identifying and managing material climate-related risks and opportunities.

SG 13 CC.

SG 14. Long term investment risks and opportunity (Private)

SG 14 CC.

SG 15. Allocation of assets to environmental and social themed areas (Private)