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Mercy Investment Services, Inc.

PRI reporting framework 2020

You are in Direct - Listed Equity Active Ownership » Engagement

Engagement

LEA 02. Reasoning for interaction on ESG issues

Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual / Internal staff engagements
Collaborative engagements
Service provider engagements

02.4. Additional information. [Optional]


LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagements.

Indicate the criteria used to identify and prioritise engagements for each type of engagement.
Type of engagement
Criteria used to identify/prioritise engagements
Individual / Internal staff engagements

Individual / Internal staff engagements

specify

          Sisters of Mercy Critical Concerns
        
Collaborative engagements

Collaborative engagements

03.3. Additional information. [Optional]

We participate in or are members of a number of collaborative groups such as the Interfaith Center on Corporate Responsibility, Ceres/Investor Network on Climate Risk, Investor Environmental Health Network, Investors for Opioid Accountability, as well as UNPRI. Information sharing occurs among these groups and may influence our decisions on company engagements and objectives with those companies.   


LEA 04. Objectives for engagement activities

New selection options have been added to this indicator. Please review your prefilled responses carefully.
Indicate whether you define specific objectives for your organisation’s engagement activities.
Individual / Internal staff engagements
Collaborative engagements

04.2. Additional information. [Optional]

Annual engagement priorities are publicly reported on website https://www.mercyinvestmentservices.org/plan-goals-and-objectives.aspx


LEA 05. Process for identifying and prioritising collaborative engagement

Indicate whether you monitor and/or review engagement outcomes.
Individual / Internal staff engagements
Collaborative engagements
Indicate whether you do any of the following to monitor and/or review the progress of engagement activities.
Individual / Internal staff engagements
Collaborative engagements

05.3. Additional information. [Optional]

While we monitor and track progress on all engagements conducted internally or collaboratively, we have implemented an annual impact tracking and reporting on companies where Mercy Investment Services is the lead investor on the engagement. This review process started in proxy year 2018 and continues to be refined each proxy year.


LEA 06. Role in engagement process

06.1. Indicate whether your organisation has an escalation strategy when engagements are unsuccessful.

06.2. Indicate the escalation strategies used at your organisation following unsuccessful engagements.

06.3. Additional information. [Optional]


LEA 07. Share insights from engagements with internal/external managers (Not Completed)


LEA 08. Tracking number of engagements

08.1. Indicate whether you track the number of your engagement activities.

Type of engagement
Tracking engagements
Individual/Internal staff engagements​

Collaborative engagements

08.2. Additional information. [Optional]

We use a database management system and systematically track all engagements through time. Since many engagements are multi-year, this detailed tracking allows us to monitor responses and actions taken by companies from our dialogues, resolutions, and letters. This detailed tracking informs the engagement approach with the companies in subsequent years.


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