This Policy sets out Mercer ISE's key principles and approach in relation to all sustainability related topics.
Sustainability related disclosures for Funds Promoting Environmental or Social Characteristics (Article 8) and Funds with Sustainable Investment or Reduction in Carbon Emissions as their Objective (Article 9) can be found in the Our Funds section of the Mercer Investment Solutions website.
Principle Adverse Sustainability Impacts Statement
This report summarises how investment decisions on sustainability factors impacts of investment decisions and advice that result in negative effects on “sustainability factors”
This Policy represents Mercer ISE's commitment to industry standards of good governance and stewardship.
Mercer ISE Stewardship Report and SRD II Implementation Statement
How Mercer ISE's strategy and it's implementation
a) Complies with the arrangements entered into with the Institutional Investor and
b) contributes to the medium to long-term performance of the assets of the institutional investor or of a fund managed by the institutional investor
This information can be found in Mercer ISE's Sustainability Policy
Information on key material medium to long term risks associated with the Investments
This information can be found in Mercer ISE's Sustainability Policy and in Mercer ISE's Fund’s Financial Statements.
Portfolio Composition, Turnover and Turnover Costs
For investors of Mercer ISE Funds within the scope of SRD II, the portfolio composition can be found within the Fund Annual Reports and Audited Financial Statements. These documents can be found here on the fund information section of our Investment Solutions website.
The portfolio turnover of equities within a portfolio will vary in relation to the investment strategy. For your relevant fund investments, the Portfolio Turnover Rate (“PTR”) of securities within the fund can be found within the summary table.
The transaction costs associated with the turnover of financial instruments within your portfolio are provided in accordance with MiFID within the ex-post cost disclosures you receive on an annual basis. In addition, the transaction costs associated with the turnover of all instruments within the relevant Mercer ISE Funds produced in accordance with MiFID are available within the ex-post cost disclosure of the European MiFID Template (“EMT”) which is made available under the MiFID Costs & Charges Information section of our website European MiFID Template (EMT).
The use of proxy advisors for the purpose of engagement activities
Information related to the use of proxy advisors can be found in the Mercer ISE Voting and Engagement Report.
Mercer ISE's policy on securities lending and how it relates to voting and engagement activities, if applicable, particularly at the time of the general meeting of the investee companies.
Information on how securities lending relates to voting and engagement activities, if applicable, can be found in Mercer ISE's Sustainability Policy.
How Mercer ISE makes investments decisions based on its evaluation of medium to long-term performance of the investee company, including non-financial performance
Information can be found in Mercer ISE's Sustainability Policy
Information on any conflicts of interest that arose in connection with engagement activities and how Mercer ISE dealt with them.
Information can be found in the Mercer ISE SRD II Implementation Statement.
Climate Change Statement DB
This Statement sets out how climate change considerations are integrated into client DB portfolios, in line with the TCFD reporting framework.
Climate Change Statement MMT
This Statement sets out how climate change considerations are integrated into MMT portfolios, in line with the TCFD reporting framework.
Climate Change Statement MWS
This Statement sets out how climate change considerations are integrated into client MWS portfolios, in line with the TCFD reporting framework.
2021 PRI Assessment Report
Mercer Investment Solutions 2021 Assessment Report. The Assessment report is designed to provide feedback to signatories to support ongoing learning and development.
2021 PRI Public Transparency Report
Mercer Investment Solutions 2021 Transparency Report. PRI signatories are required to report publicly on their responsible investment activities each year. All of the Transparency Reports from 2021 are also publically available on the PRI website.