Proactive specialist asset management
We provide venture, private equity or debt finance to regional businesses with growth ambition.
That is as much a representation of our core values, which focus on generating long-term growth and a positive social impact, as it is a financial return motivation.
We believe this is the right thing to do and it is critical to the future of our business. We believe that:
Responsible investment reduces exposure to risk and identifies opportunities to create value
In order to make the most of everyone’s talents and maximise economic growth it is important that opportunities to start and grow businesses in the UK are open to everyone. Business creation and growth can increase levels of employment, increase productivity, grow the UK economy, and improve standards of living.
Therefore, Mercia is delighted to be supporting the ‘Investing in Women’s Code’, committed to sending a positive signal to female entrepreneurs who are looking for funding, support, resources and access to investment to build and grow their ambitious businesses.
Dr. Paul Mattick is joined by Deputy Fund Principal Jill Williams and EIS Fund Operations Manager, Gina Hood, to discuss why Mercia is focusing on Impact, and the benefits of the Knowledge-Intensive (KI) approved EIS fund.
Hear from the Chair of our Responsible Investment Committee, Jill Williams, outlining why ESG plays an important role in both the operational running of companies as well as in the investment decisions we make every day.
We incorporate environmental, social and governance (ESG) factors while building and managing our portfolio to better identify and manage risk, in addition to creating value and generating sustainable, long-term returns.
A Responsible Investment Committee has been established which shapes and monitors our compliance with ESG policies, and includes both senior leadership and representatives from all areas of the business to ensure that all internal and external stakeholders are represented.
We encourage input from all Mercia employees to ensure ongoing balanced representation.
We are proactive in managing ESG issues and we will monitor the progress and activities of the portfolio companies, to enable reporting in a clear and transparent way as part of the regular reporting process.
Training is provided on an ongoing basis to ensure understanding of all Responsible Investment policies and underlying processes, and to ensure that Mercia is constantly aligned with industry best practice.
We have established 3 guiding principles inspired by the UN’s Sustainable Development Goals (SDGs)
Alongside Mercia’s core values and mission statement, we have been inspired by the UN’s SDGs, a universal call to address the problems faced by humanity. We have identified three guiding principles that we consider particularly meaningful to Mercia’s aims and purpose:
Paolo Paoletti – Non-executive Chair
John Beadle – CEO
CEO: John von Benecke
Chair: Ian Wilding
CSO: Kevin Shakeshaff
Ian Jenks – Chairman
Jonathan Watkins – CEO
Chris Wright – Executive Chairman
James Quinn – Chief Executive Officer
Our ESG policies have been designed by the committee that is representative of all divisions and teams with the Group, supported by a route map that ensures that achieving our goals has realistic and timely deadlines and will be readily adopted by all Mercia employees. This route map encompasses our values, using these as building blocks.
Our regular reporting procedures will include a review of ESG improvements across the portfolio, as well as our progress towards our own goals.
We intend to use KPIs to measure both our performance and that of portfolio companies, to track progress, and to communicate the results to our investors and other stakeholder communities.
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