Mercy Investment Services

Institutional Investor Saint Louis, United States ·Founded 2010

Overview

Mercy Investment Services is the asset management program for the Sisters of Mercy of the Americas and their sponsored ministries, focusing on socially responsible investing. The organization leverages the financial resources of the Sisters of Mercy and its participating ministries to create positive change in the global community. Their investment approach emphasizes areas such as nonviolence, racism, environmental sustainability, concern for women, and immigration. This is achieved through strategies like corporate engagement, proxy voting, portfolio screening, and community investments. The organization's investment strategy encompasses a diverse range of asset classes, including ESG and impact investing, fixed income, private equity, real estate, and venture capital. They target various stages of investment, from growth and late-stage to pre-IPO, buyout, turnaround, and distressed situations. Geographically, Mercy Investment Services focuses on a wide array of countries across North and South America, aiming to address systemic issues and promote sustainable development in these regions. Mercy Investment Services has a track record of engaging in shareholder advocacy, filing numerous resolutions on topics ranging from climate change to human rights. Their investment philosophy is rooted in the mission and Critical Concerns of the Sisters of Mercy, guiding their efforts to effect systemic change through responsible financial stewardship and active engagement with companies in their portfolios on environmental, social, and governance issues.

Investment Focus

  • Investments must align with the mission and values of the Sisters of Mercy
  • Focus on socially responsible and impact investments
  • Engagement in shareholder advocacy and corporate engagement
  • Commitment to environmental sustainability and social justice

Portfolio Companies

Mercy HousingMercy HealthMercy CareMercy VirtualMercy ClinicMercy FoundationMercyOneMercy Medical CenterMercy CorpsMercy ShipsMercy Home for Boys & GirlsMercy-USA for Aid and DevelopmentMercy Corps NorthwestMercy Housing CaliforniaMercy Housing SoutheastMercy Housing NorthwestMercy Housing MidwestMercy Housing SouthwestMercy Housing Mountain PlainsMercy Housing South

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Frequently asked questions about Mercy Investment Services

What sectors does Mercy Investment Services invest in?

Mercy Investment Services invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Telecommunications, and is based in Saint Louis, United States. Mercy Investment Services is listed as a institutional investor in the ConnectSafely investor database.

What stage does Mercy Investment Services invest at?

Mercy Investment Services backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Mercy Investment Services invest in?

Mercy Investment Services invests across United States, Canada, Brazil, Mexico, Chile and Argentina.

Who are the partners at Mercy Investment Services?

Team members listed for Mercy Investment Services include Lydia Kuykendal (Director of Shareholder Advocacy) and Amanda LePoire (Director of Communications).

What companies has Mercy Investment Services invested in?

Mercy Investment Services's portfolio includes Mercy Housing, Mercy Health, Mercy Care, Mercy Virtual, Mercy Clinic, Mercy Foundation, MercyOne and Mercy Medical Center.

How do I contact Mercy Investment Services?

Mercy Investment Services's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database