Building a robust sustainable investment strategy
Why a sustainable investment strategy is critical
Investing sustainably – for the future – goes beyond just incorporating environmental, social and governance considerations. It also involves paying attention to diversity, equity and inclusion (DEI) within managers and strategies, and striking a balance between doing the right thing and delivering on investment commitments, which is otherwise known as impact-investing.
Our sustainable investment declaration outlines our approach and commitment to helping you make a positive sustainable impact while aiming to generate favorable returns.
Questions to ask when defining your approach:
- Where am I on my sustainability journey?
- Where are asset managers on their journey?
- What practical changes can I make today?
- How can I ensure that DEI is a priority for managers and in strategies?
- How do I strike an optimal balance between the greater good and meeting my financial objectives?
Considerations when building your sustainable investment strategy
Tools to help you amplify your sustainable investment strategy
Our commitment to help make a difference
Pursuing net-zero by 2050
We have identified clear goals and accountability
- We expect to reduce portfolio carbon emissions by 45% from 2019 baseline levels.
- By 2050, we have committed to hit net-zero carbon emissions for our UK, European, Australian, New Zealand and Asian clients with discretionary portfolios and for most of our multi-asset funds domiciled in Ireland.
- We will produce annual progress reports on emissions, alongside carbon intensity reports.
Sustainable investment solutions for institutional investors
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Responsible Investment Total Evaluation (RITE)
This tool provides an evaluation across your beliefs, policies, processes and portfolio. It shows you how you’re doing on a scale from A++ to C and compares you to your peers. It can also monitor your improvement over time. -
Sustainable investment
This advice and implementation framework provides you with the foundation for strong governance and portfolio implementation, helping you take action on your sustainable investment journey. -
Analytics for Climate Transition (ACT)
This framework assesses a vast range of data to rank the transition capacity of listed companies to help you position your portfolios for a carbon-free future. -
Investing for impact
We can help you build a robust impact investing strategy designed to accelerate real-change and whilst helping you pursue stronger returns for your portfolios. -
Integrating DEI
We can help you define and build a diversity, equity and inclusion (DEI) investment strategy that seeks to deliver positive change and stronger portfolio outcomes. -
Investment research
Access the latest strategic investment research on MercerInsight Community and our forward-looking asset manager research on MercerInsight to help guide your investment decisions.
It's all here: MercerInsight® Community
Introducing some of our team
Leverage our breadth and depth*
Awards
Investment consultant of the year
Mercer has been recognized as the investment consultant of the year by Environmental Finance for pioneering sustainable investment and assisting more than 25 institutional investors around the globe to better assess their exposures to climate transition risks.
Wherever you are on your sustainable investment journey, we can help.
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