11 May 2018

Australia, Melbourne

Australia & New Zealand Mercer, a global consulting leader in advancing health, wealth and career, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), has announced that its global Responsible Investment practice has been recognised as the number one Investment Consulting Firm – Sustainable and Responsible Investing category by the Independent Research in Responsible Investment (IRRI) Survey 2017. In addition, six of the top 20 individual awards in this category went to Mercer consultants. This is the first time the IRRI survey has included a ranking of Responsible Investment consultancies.

Mercer’s individual winners were: #1 Jane Ambachtsheer (France), #2 Alexis Cheang (Australia), #4 Jillian Reid (UK), #11 Alex Bernhardt (US), #12 Sarika Goel (UK) and #14 Kate Brett (UK).

“Winning both the IRRI overall top ranking and so many individual top spots for responsible investment is a true testament to Mercer’s long history of intellectual capital and consulting industry leadership, and also speaks to the quality and passion of our consultants,” said Rich Nuzum, President of Mercer’s Wealth business. “More and more, our institutional investor clients are looking for help in strategically considering environmental, social and governance issues into their investment strategies, and therefore Mercer will continue to lead and innovate in our responsible investment consulting capabilities.”

Mercer’s Helga Birgden, Global Business Leader, Responsible Investment said, “I am thrilled to see Mercer’s efforts recognised by the industry, along with so many members of our team. Responsible investment has become more interesting, more complex, and more relevant than ever before. We look forward to continuing to support our clients as they develop responsible investment approaches that meet their needs.”  

Based in Melbourne, Australia, Ms Birgden added that she was absolutely delighted to see Ms Cheang ranking #2 on the global stage.

“Alexis has added significant value to our clients in developing and implementing responsible investment beliefs, policies, and practices throughout their investment process,” said Ms Birgden. “Having received the prestigious Thought Leader of the Year by Women in Finance award in 2017, and being the youngest colleague to be promoted to Mercer’s Pacific Partner Group earlier this year, she is highly regarded within the industry and by her colleagues as a thought leader within Responsible Investment.”

David Enticknap, the Managing Director of Extel Surveys, who along with Mike Tyrrell of SRI-CONNECT publishes the survey, said, “Congratulations to Mercer and all the firms in the survey who were recognised for their vision and leadership. We have been tracking the emergence of sustainable and responsible investment since it was a niche consideration for many asset managers.  So, it is a great pleasure to release such a comprehensive evidence showing that this investment strategy has matured significantly and that the research value chain has deepened and diversified over ever year that we have run the Survey.”

About the IRRI Survey 2017

Published by Extel and SRI-CONNECT as a 360° evaluation of the economics and dynamics in the SRI and corporate governance value chains, the IRRI Survey expects low-carbon investment, sustainability theme investing and constructive engagement to grow faster than exclusionary-screening and quants-based approaches. The IRRI Survey 2017 asked carefully targeted questions to a broad cross-section of SRI, corporate governance and investment professionals and IR and CSR managers from listed companies. 1,136 verified respondents from 43 countries delivered 39,749 data points which were distilled into 63 'insights' and 30 rankings.

A presentation of the full survey results is available here.


About Mercer

Mercer delivers advice and technology-driven solutions that help organisations meet the health, wealth and career needs of a changing workforce. Across the Pacific, organisations look to Mercer for global insights, thought leadership and product innovation to help transform and grow their businesses.

Mercer’s more than 22,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With more than 65,000 colleagues and annual revenue over $14 billion, through its market-leading companies including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit