Mercer Advisors Among the First Independent RIA Signatory to the UN’s Principles for Responsible Investment (PRI)

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Leading wealth management advisory firm commits to adhering to the highest standards for incorporating environmental, social and corporate governance (ESG) factors in its client portfolios

A key tenet of Mercer Advisors’ fiduciary role includes the belief that environmental, social, and corporate governance (ESG) issues can positively affect the performance of investments.

Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, announced today that the firm is among the first independent RIAs to sign the UN’s Principles for Responsible Investing (PRI). Implemented by the United Nations Secretary-General, the PRI was developed by an international group of institutional investors reflecting the increasing relevance of environmental, social and corporate governance issues to investment practices. As part of Mercer Advisors’ commitment to the PRI, the firm will adhere to the stringent principles and provide detailed annual reporting.

“We’re proud to be among the first independent wealth advisory firms in the United States to become a signatory to the PRI,” said Dave Welling, Chief Executive Officer of Mercer Advisors. “Since our founding we’ve worked hard to become an industry leader and incorporate best practices into everything that we do, especially when it comes to managing our clients’ wealth.”

A key tenet of Mercer Advisors’ fiduciary role includes the belief that environmental, social, and corporate governance (ESG) issues can positively affect the performance of investments. The firm also recognizes that applying these Principles may better align investors with broader objectives of society. Therefore, where consistent with fiduciary responsibilities, Mercer Advisors commits to the following PRI principles:

  • Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes.
  • Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.
  • Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  • Principle 4: We will promote acceptance and implementation of the Principles within the investment industry.
  • Principle 5: We will work together to enhance our effectiveness in implementing the Principles.
  • Principle 6: We will each report on our activities and progress towards implementing the Principles.

“Over the past several years, we’ve significantly expanded our ESG capabilities and today now offer a full suite of customizable Socially Responsible, ESG, and Impact investing solutions for clients seeking to align their portfolios with their values,” said Don Calcagni, Chief Investment Officer for Mercer Advisors. “We believe Mercer Advisors is uniquely positioned to support clients in their efforts to have a positive impact on the world and can do so without compromising our clients’ financial goals.”

About Mercer Advisors
Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $16.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held and has nearly 370 employees with 43 locations across the country. For more information, visit http://www.merceradvisors.com.

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Timothy Welsh
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