Mercer Advisors
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ESG Investing

ESG investing evaluates companies through an environmental, social, and governance lens — giving you a way to align your portfolio with your values while still applying rigorous investment analysis. At Mercer Advisors, our ESG series breaks down each component of the framework, from how environmental metrics and SEC regulations shape investment decisions to how governance scores can help protect portfolio value. Browse the articles below to understand how ESG factors can inform a more thoughtful investment strategy.

Discussing ESG Investing
Investment Management Article

The ‘G’ in ESG Investing

This concluding article in our ESG series explores governance scores — the measure of how well a company is managed, and how impactful an active board of directors and strong executive leadership is when protecting value.

ESG Investing Discussions
Investment Management Article

The ‘S’ in ESG Investing

The “S” in ESG analysis, focuses on social metrics that evaluate a company’s treatment of employees and communities, underscoring how investors can use these metrics to align their portfolios with their values.

ESG Investing
Investment Management Article

The ‘E’ in ESG Investing

Delve into the evolving world of ESG investments and SEC regulations’ influence on investment analysis. Learn how environmental evaluation can strengthen investment decisions in this informative series.

Further Learning

Financial Planning Article

Expecting a Baby? What To Know Now

New parents can build a stronger financial foundation with Trump Accounts, 529 plans, insurance, adoption credits, and estate planning basics.

Listen
Investment Management Podcast

Episode 37 – Navigating the Mega-IPOs

Mercer Advisors CIO Don Calcagni explains why most investors should resist IPO hype, stay diversified, and let index inclusion work for them over time.

Older Woman Viewing Computer
Women & Wealth Article

Financial Planning for Single Women Over 50

Single women over 50 face distinct retirement challenges. Learn Social Security strategies, long-term care planning, estate planning, and solo income sequencing.

Market Commentary Article

How SpaceX’s Performance Underscores Our Caution on IPO Investing

SpaceX stock has fallen sharply since its public trading debut, a reminder of why investing around the hype of IPOs can be treacherous.

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