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Mercer Investments

Service Provider Reporting Framework 2017

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Investment policy development

AC 06. RI and ESG in clients’ investment policy development

06.1. Describe how you incorporate ESG factors and RI-considerations when advising clients on investment policy development.

          Mercer has developed an 'RI Framework' for use with clients in setting and implementing RI/ESG policy and strategy. The core of this framework is the Beliefs-Policy-Process-Portfolio approach through which we encourage clients to adopt a systematic approach to integrating ESG issues into their investment decision-making - by starting with beliefs and objectives before setting an RI/ESG policy, establishing supporting processes, and then addressing portfolio level implementation.

Our RI Framework is aligned with Mercer's standard investment strategy process, which guides clients through a six step process covering all key aspects of investment strategy. ESG considerations are incorporated at all steps in this process. 

Details of our RI Framework, including the Beliefs-Policy-Process-Portfolio process and our six step investment strategy process - showing where ESG considerations are captured - can be found here: http://bit.ly/2mtD9zw.
        

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