Mercy Investment Services

What Mercy Investment Services does

Mercy Investment Services is a nonprofit ministry of the Sisters of Mercy of the Americas, headquartered in St. Louis, Missouri, founded in 2010 to continue the order's 50-year tradition of shareholder advocacy. The organization provides socially responsible investment management, portfolio screening, proxy voting, shareholder advocacy, and impact investing services to the Sisters of Mercy and their participating sponsored and co-sponsored ministries. Its core product surface comprises three specialized impact funds — Mercy Partnership Fund (community investing), Environmental Solutions Fund (climate solutions), and Inclusive Opportunities Fund (financial inclusion for women, people of color, and disenfranchised groups) — alongside an active shareholder engagement program that files shareholder resolutions and conducts corporate dialogues on environmental, social, and governance issues. The firm holds a 1-10 person team and operates a proprietary portfolio screening methodology aligned with Catholic social teaching and the Sisters of Mercy Critical Concerns, avoiding investments in sectors such as abortifacients, weapons, tobacco, embryonic stem cells, pornography, for-profit prisons, and extractive industries.

The business model is structured as an internal investment office with ministry cost recovery: revenue derives from investment management fees on assets under management for the Sisters of Mercy and affiliated ministries, with shareholder advocacy services embedded in the core investment management relationship. Distribution is exclusively direct, with no intermediaries, channel partners, or external paying customers beyond the Sisters of Mercy ecosystem. Mercy participates actively in coalitions including ICCR, UNPRI (since 2018), Climate Action 100+, World Benchmarking Alliance, Ceres, Opportunity Finance Network, the Catholic Impact Investing Collaborative, and Mission Investors Exchange. Impact reporting signals include $100M deployed through Mercy Partnership Fund since 1995, $3B deployed by MPF investees in fiscal 2022, 47 million individuals benefited from environmental sustainability lending, and impact investments spanning 60+ countries.

Recent strategic positioning reflects a deliberate extension of advocacy into emerging themes — notably ethical AI through co-leadership of engagements with Meta, Alphabet, and Amazon in the WBA Collective Impact Coalition — while maintaining core shareholder advocacy output of 187 active engagements and 41 filed resolutions per season. Pricing is not publicly disclosed, consistent with internal cost recovery rather than market-rate fee negotiation. The organization is governed by a Board of Directors with standing committees covering Investment, Social Responsibility, Audit, Governance, Compensation, and a Mercy Partnership Fund Subcommittee.

Name

Mercy Investment Services

Legal name

Mercy Investment Services

Website

https://mercyinvestmentservices.org

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Mercy Investment Services is a nonprofit ministry of the Sisters of Mercy of the Americas that provides socially responsible investment management, shareholder advocacy, proxy voting, and impact investing through three specialized funds for the Sisters of Mercy and their affiliated ministries.

Ownership category

akta.pro rank

Product category

Faith-Based Investment Management

NAICS

Open-End Investment Funds (525910), Religious Organizations (8131), Grantmaking and Giving Services (81321)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

akta.pro secondary industries

Social Impact & Inclusive Finance Funds (FSANAJAH), Faith-Based Social Services & Community Outreach (Food Pantries, Shelters, Counseling) (BPAGAJAG), Impact Investment & Social Finance Programs (BPADAOAJ)

Keywords

• Socially responsible investing
• Shareholder advocacy
• Impact investing
• Portfolio screening
• Proxy voting

Headquarters

HQ city

Saint Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Services: Provides collective investment and professional management of endowment and investment funds for Sisters of Mercy of the Americas and their sponsored ministries. Revenue derived from investment management fees on assets under management.
2. Shareholder Advocacy Services: Engages companies through shareholder resolutions and dialogues to encourage changes benefiting people, communities and environment. Advocacy services embedded in the core investment management relationship.
3. Impact Investing: Provides community investments through Mercy Partnership Fund to mission-driven organizations, including below-market and market-rate loans supporting affordable housing, microfinance, small businesses, and sustainable agriculture globally.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Mercy Investment Services provides socially responsible investment management for Sisters of Mercy ministries, participating organizations, and faith-based investors. Its service set includes portfolio screening, shareholder advocacy, proxy voting, and impact investing through the Mercy Partnership Fund, Environmental Solutions Fund, and Inclusive Opportunities Fund.

Product overview

Mercy Investment Services is a ministry of the Sisters of Mercy of the Americas offering a four-pronged socially responsible investing approach: shareholder advocacy, impact investing, proxy voting, and portfolio screening. The core investment products include Mercy Partnership Fund (community investing), Environmental Solutions Fund (climate solutions), and Inclusive Opportunities Fund (financial inclusion). These are complemented by shareholder engagement services and proxy voting guidelines aligned with Catholic social teaching principles.

Differentiator

Problem solved

Functional benefit

Brands

• Mercy Partnership Fund: Global community investing program that provides investments to mission-driven organizations supporting affordable housing, access to financial services, healthy communities, and environmental sustainability
• Environmental Solutions Fund
• Inclusive Opportunities Fund

Products and services

• Investment Management Services Investment management services for Sisters of Mercy ministries, participating organizations, and faith-based investors, applying a socially responsible investment approach.
• Portfolio Screening Portfolio screening as a standalone service within Mercy Investment Services' socially responsible investment offering.
• Shareholder Advocacy Shareholder advocacy services for institutional investors and participating organizations.
• Proxy Voting
• Mercy Partnership Fund An impact investment fund focused on community development and mission-aligned organizations and projects.
• Environmental Solutions Fund An impact investment fund focused on environmental solutions.
• Inclusive Opportunities Fund An impact investment fund focused on inclusive opportunities and financial inclusion.

Quantifiable outcome

• 187 active company engagements and 41 shareholder resolutions filed in current advocacy season
• +3 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Interfaith Center on Corporate ResponsibilitycoreStrategic or Co-development PartnerICCR unites faith-based investors dedicated to aligning portfolios with ESG issues. Mercy actively participates in ICCR conferences and collaborative shareholder advocacy initiatives.
• UN Principles for Responsible InvestmentcoreStrategic or Co-development PartnerMercy became UNPRI signatory in 2018 demonstrating commitment to using investments to build a resilient, sustainable global economy aligned with Sisters of Mercy Critical Concerns. Mercy participates in UNPRI annual conferences.
• World Benchmarking AlliancecoreStrategic or Co-development PartnerMercy is an active member of the World Benchmarking Alliance\'s Collective Impact Coalition on Ethical AI. Mercy co-leads engagement with Meta and supports engagements with Alphabet and Amazon on ethical AI use.
• CerescoreStrategic or Co-development PartnerMercy is listed as a resource on Ceres website, indicating collaboration on investor sustainability initiatives.
• Climate Action 100+coreStrategic or Co-development PartnerMercy is listed as a resource for Climate Action 100+, indicating participation in this investor initiative engaging companies on climate change.
• Catholic Impact Investing CollaborativeminorStrategic or Co-development PartnerMercy participates in Catholic Impact Investing Collaborative, connecting with other Catholic investors on impact investing.
• Opportunity Finance NetworkcoreStrategic or Co-development PartnerNetwork of CDFIs where Mercy\'s investments are highlighted. Mercy was recognized by OFN for pioneering role in community development finance.
• Mission Investors ExchangeminorStrategic or Co-development PartnerMercy listed as a resource on Mission Investors Exchange, indicating participation in impact investing professional network.

Scale indicators14 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Calvert Impact Capital: Impact investing intermediary operating community investment notes and CDFI relationships. Overlaps with Mercy Partnership Fund's below-market loan deployment to mission-driven organizations globally.
• RSF Social Finance: Faith-rooted social finance organization offering impact investing, lending, and donor-advised funds. Comparable to Mercy's combination of investment management and community-development lending.
• Friends Fiduciary Corporation: Quaker-aligned investment manager providing socially responsible portfolio management for Quaker institutions. Closest faith-based parallel to Mercy's ministry model for a non-Catholic religious community.
• Trillium Asset Management: Faith-aligned ESG investment manager with a comparable shareholder advocacy, portfolio screening, and impact investing platform. Trillium is explicitly named alongside Mercy in the $150.5B Target investor coalition, making it the closest operational peer.
• Domini Impact Investments: Mission-driven mutual fund manager offering screened, socially responsible investment products with shareholder advocacy. Comparable product overlap in values-aligned public market investing and corporate engagement.

Others

• Ceres: Nonprofit sustainability advocacy organization mobilizing investor coalitions on climate and ESG issues. Mercy is listed as a Ceres resource and participates in Climate Action 100+; comparable role as ESG advocacy infrastructure rather than a competitor.
• Interfaith Center on Corporate Responsibility (ICCR): Coalition of 300+ faith- and values-based institutional investors coordinating shareholder advocacy. Mercy is an active member and conference participant; ICCR functions as a peer network and amplification channel rather than a direct competitor.
• Mission Investors Exchange: National network of foundations and faith-based institutions deploying capital for impact. Mercy is a listed resource member; serves as ecosystem connector for the impact investing activities Mercy executes through its three funds.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/MercyInvests
• Facebookfacebook.com/Mercy-Investment-Services-106531661709318
• Instagraminstagram.com/mercysisters
• LinkedInlinkedin.com/company/mercy-investment-services

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mercy Investment Services