Investors are increasingly considering climate change along with issues related to environmental, social and corporate governance (ESG) and diversity, equity and inclusion (DE&I). Motivated by the economic and social interest of their beneficiaries and clients, investors now have the opportunity to use their portfolios and their influence to help guide us towards a low-carbon economy. There is more to this than just simply excluding companies from certain industry sectors. In terms of climate change and the transition to a low-carbon economy for example, we believe it’s important to consider which companies are adapting to this change and those that are not.
It is important to understand the potential impact of climate change and other ESG factors on your portfolio. We provide the latest updates at your fingertips through our various platforms.
Whilst responsible investing broadly applies to everyone, different regions and sectors may be taking a different approach. Talk to our experts about how you can create something to fit your own needs.
Implementing an investment solution or OCIO can help you create a long-term strategy that aligns with your own bespoke policy on ESG. It can also help cut costs, reduce risk, use fewer resources and build resilient portfolios.
We have undertaken extensive portfolio modeling and work with clients to reshape their portfolios to address ESG considerations. For example we look at investments associated with themes such as population growth, resource scarcity and energy efficiency that will provide access to companies, assets and projects that are expected to grow by enhancing technology.
Our transition framework helps investors set current emission baselines, assess their portfolio opportunities for emissions reductions, set targets for reductions milestones and develop an implementation plan that can be integrated within strategy and portfolio construction decisions.
Mercer has pioneered forward-looking ESG research and worked with investors around the world to implement long-term strategies. We can show you the way.
Helga provides investment advice on ESG and climate change in complex assignments to trustees, directors and investment boards of pension funds, sovereign wealth funds, endowments and insurers. She leads Mercer’s global Responsible Investment Team.
Kylie is responsible for managing approximately AUD $41 billion in assets within Mercer’s multi-manager funds and co-chairs the Global Delegated Solutions ESG Integration Committee where she leads thought leadership on ESG integration and investment stewardship. Kylies team works with clientes to embedded a holistic approach to ESG integration into investment strategy and decision making.
Tomi contributes to new intellectual capital and integration of responsible investment within Mercer. He has authored, and co-authored reports on asset owner investment strategies, investment policies, manager selection and investment practices across asset classes in his previous roles.
Amarik oversees clients’ sourcing, due diligence, monitoring of infrastructure investment opportunities and construction of infrastructure portfolios. Amarik works with some of the world’s largest and most sophisticated institutional investors on an advisory basis, assisting them with portfolio construction, the analysis of co-investment opportunities, and the establishment of bespoke mandates. Amarik manages a team of infrastructure investment professionals, based across Canada, Switzerland and Australia.
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This information is for sophisticated investors only who are accredited investors or qualified purchasers. Funds of private capital funds are speculative and involve a high degree of risk. Private capital fund managers have total authority over the private capital funds. The use of a single advisor applying similar strategies could mean lack of diversification and, consequentially, higher risk. Funds of private capital funds are not liquid and require investors to commit to funding capital calls over a period of several years; any default on a capital call may result in substantial penalties and/or legal action. An investor could lose all or a substantial amount of his or her investment. There are restrictions on transferring interests in private capital funds. Funds of private capital funds’ fees and expenses may offset private capital funds’ profits. Funds of private capital funds are not required to provide periodic pricing or valuation information to investors. Funds of private capital funds may involve complex tax structures and delays in distributing important tax information. Funds of private capital funds are not subject to the same regulatory requirements as mutual funds. Fund offering may only be made through a Private Placement Memorandum (PPM).
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