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Presentation by Jenny Russell and Mark Peters of Merck Family Fund and Federal Street Advisors; at the Take Action! 2010 Impact Investing Conference in Boston.

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Take Action! September 16, 2010 Jenny Russell, Merck Family Fund Mark Peters, Federal Street Advisors
Who we are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Terminology Socially Responsible Investing Mission Related Investing Mission Investing Responsible Investing Program Related Investing Market Rate Investing Screening Shareholder Advocacy Impact Investing Sustainable Investing Environmental, Social and Governance
Evolving relationship ,[object Object],[object Object],[object Object],[object Object],[object Object]
The first year ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The next six years – investments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Growth in number of investment strategies with SRI or sustainable focus
The next six years – broader impact through investments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Shareholder activism
Shareholder participation on the rise
Resulting from a shared interest
The foundation and the advisor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Excerpt from the Merck Family Fund Investment Policy Statement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Challenges and opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The range of shared interests - current Use of resources – financial and human Successful Grants and PRIs Investment Success Effective Shareholder Advocacy

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Take Action!

  • 1. Take Action! September 16, 2010 Jenny Russell, Merck Family Fund Mark Peters, Federal Street Advisors
  • 2.
  • 3. Terminology Socially Responsible Investing Mission Related Investing Mission Investing Responsible Investing Program Related Investing Market Rate Investing Screening Shareholder Advocacy Impact Investing Sustainable Investing Environmental, Social and Governance
  • 4.
  • 5.
  • 6.
  • 7. Growth in number of investment strategies with SRI or sustainable focus
  • 8.
  • 11. Resulting from a shared interest
  • 12.
  • 13.
  • 14.
  • 15. The range of shared interests - current Use of resources – financial and human Successful Grants and PRIs Investment Success Effective Shareholder Advocacy